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Leo Harmon

Mesirow Financial Investment Management, Inc.

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About Leo Harmon

Leo Harmon is a financial advisor in Chicago, IL, with over 25 years of experience in the financial services industry. Leo is registered with Mesirow Financial Investment Management, Inc. and Mesirow Institutional Investment Management, Inc. Leo has a series 7 and a Series 63 license.

Firm Information

Leo Harmon is currently registered with Mesirow Financial Investment Management, Inc.. Mesirow Financial Investment Management, Inc. is an investment advisor headquartered in Chicago, Illinois, with over 99 investment adviser representatives and approximately $45 billion in regulatory assets under management. The firm provides a range of advisory services, including financial planning, pension consulting, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They serve a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, pension plans, and state and municipal government entities.
Mesirow Financial Investment Management, Inc.

353 N. CLARK ST

CHICAGO, IL 60654

$45.17B

Assets Under Management

Not reported

Total Clients

95

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Leo Harmon’s Registration & Firm History

IL

05/25/2016 - Present

Mesirow Financial Investment Management, Inc. (CHICAGO IL)

TX

08/12/1997 - 08/03/2000

AMERIPRIME FINANCIAL SECURITIES, INC. (SOUTHLAKE TX)

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Licenses & Designations

BC

Issued 12/02/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/13/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Leo Harmon.
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