Unclaimed
Kendall Lavelle is an Investment Advisor Representative at Mesirow Financial Investment Management, Inc. Kendall has been registered with the state of Illinois since June 2021. Kendall's primary focus is providing financial planning and investment advice. Kendall has experience working with high-net-worth individuals, corporations, and other businesses, and has helped clients develop investment strategies to achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
06/22/2021 - Present
Mesirow Financial Investment Management, Inc. (CHICAGO IL)
IA
Issued 06/19/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Kendall Lavelle is the right advisor for you? Invested Better is here to help.