Unclaimed
John Braeseke is an investment advisor representative at Chicago Partners Investment Group LLC. John is registered to provide investment advice in Illinois and has been in the industry since 1986. John has a Series 63, Series 65, Series 7, and Series 10 license. John previously worked at TD Ameritrade, Inc., Charles Schwab & Co., Inc., Blinder, Robinson & Co., Inc., and Dunhill Investments Ltd. John's professional background includes working with insurance companies, charitable organizations, high-net-worth individuals, pooled investment vehicles, and corporations or other businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
401k plan option review & monitoring
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Roboadvisory offering
1
2
IL
06/10/2022 - Present
Chicago Partners Investment Group LLC (CHICAGO IL)
NE
07/27/2021 - 04/29/2022
TD AMERITRADE, INC. (OMAHA NE)
IL
05/27/1987 - 04/29/2022
CHARLES SCHWAB & CO., INC. (Chicago IL)
NA
11/13/1986 - 05/15/1987
BLINDER, ROBINSON & CO.,INC.
NA
09/24/1986 - 11/12/1986
DUNHILL INVESTMENTS LTD.
IA
Issued 05/11/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/05/1990
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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