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Ronee Nicole Greazel

Great Lakes Advisors, LLC

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About Ronee Nicole Greazel

Ronee Nicole Greazel is a financial advisor registered with the state of Illinois and associated with Great Lakes Advisors, LLC. Ronee is a Chartered Financial Analyst and has been in the industry since 1997. Ronee specializes in providing financial planning, portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.

Firm Information

Ronee Greazel is currently registered with Great Lakes Advisors, LLC. Great Lakes Advisors, LLC is an investment advisor based in Chicago, IL. They have a total of 41 investment advisory professionals and manage over $13.86 billion in regulatory assets. They specialize in financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. The firm works with individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, investment companies, and other investment advisors. Great Lakes Advisors also offers a wrap fee program.
Great Lakes Advisors, LLC

231 S. LASALLE STREET

CHICAGO, IL 60604

$13.86B

Assets Under Management

18

Total Clients

9

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.

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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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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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performance-based fees

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

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other

Fulcrum fee; asset-based fee contingent on performance

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Ronee Greazel’s Registration & Firm History

IL

04/26/2018 - Present

Great Lakes Advisors, LLC (CHICAGO IL)

IL

07/24/1997 - 03/25/1998

ROTHSCHILD INVESTMENT CORPORATION (CHICAGO IL)

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Licenses & Designations

BC

Issued 07/23/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ronee Nicole Greazel.
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