Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kinsey? Claim Your ProfileKinsey Morgan Hagedorn is an investment advisor representative registered in Illinois and Texas. Kinsey is associated with Chicago Partners Investment Group LLC. Kinsey has been in the industry since January 2024. Kinsey obtained their Series 65 license on March 25, 2024. Kinsey specializes in Portfolio management for individuals, Portfolio management for businesses, Portfolio management for pooled investment vehicles, Financial planning, and Selection of other advisers. Kinsey was previously employed by New Trier High School in Winnetka, IL from January 2014 and the University of Kansas in Lawrence, KS from August 2018.
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
03/25/2024 - Present
Chicago Partners Investment Group LLC (CHICAGO IL)
IA
Issued 03/25/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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