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Kristin Renee Beal

Wintrust Investments LLC

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About Kristin Renee Beal

Kristin Beal is a registered investment advisor representative who has been in the securities industry since November 2007. Kristin is currently employed by Wintrust Investments LLC where she has been registered since March 2014. She has worked for several other firms in the past, including Mesirow Financial, Inc. and Ameriprise Financial Services, Inc. Kristin Beal holds the Series 7 and Series 66 licenses as well as the SIE.

Firm Information

Kristin Beal is currently registered with Wintrust Investments LLC. Wintrust Investments LLC is a Limited Liability Company based in Chicago, Illinois, formed in January 1996. The firm provides a wide range of investment advisory services including financial planning, selection of other advisors, portfolio management for individuals and businesses. Wintrust Investments LLC manages over $14.4 billion in assets and has over 147 investment advisor representatives.
Wintrust Investments LLC

231 SOUTH LASALLE STREET

CHICAGO, IL 60604

$14.42B

Assets Under Management

Not reported

Total Clients

168

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Kristin Beal’s Registration & Firm History

IL

03/24/2014 - Present

Wintrust Investments LLC (CHICAGO IL)

IL

11/02/2009 - 02/04/2014

MESIROW FINANCIAL, INC. (CHICAGO IL)

IL

09/20/2007 - 11/05/2009

AMERIPRISE FINANCIAL SERVICES, INC. (DOWNERS GROVE IL)

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Licenses & Designations

BOTH

Issued 11/16/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/19/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kristin Renee Beal.
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