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John Richard Frederick

Rappaport Reiches Capital Management,

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About John Richard Frederick

John Richard Frederick is an investment advisor representative with Rappaport Reiches Capital Management, located in Skokie, Illinois. John has been in the financial industry since 1997 and holds a Series 7 and Series 65 license. John has over 20 years of experience in the financial industry, providing financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. John has previously worked for Frederick Capital Management, Inc. in Rolling Meadows, Illinois.

Firm Information

John Frederick is currently registered with Rappaport Reiches Capital Management, . Rappaport Reiches Capital Management, is an investment advisor located in Skokie, Illinois. They provide financial planning and portfolio management services for individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The firm manages approximately $928 million in assets for 1,679 accounts.
Rappaport Reiches Capital Management,

5202 OLD ORCHARD ROAD

SKOKIE, IL 60077

$928.30M

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Frederick’s Registration & Firm History

IL

01/14/2022 - Present

Rappaport Reiches Capital Management, (SKOKIE IL)

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Licenses & Designations

IA

Issued 03/11/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/19/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Richard Frederick.
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