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Stephen Jacob McCormick

Sentinus, LLC

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About Stephen Jacob McCormick

Stephen Jacob McCormick is an Investment Advisor Representative registered with Sentinus, LLC in Oakbrook, IL. Stephen has been in the industry since 2012 and is currently an investment advisor representative with Sentinus, LLC. Stephen specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, and Financial Planning.

Firm Information

Stephen McCormick is currently registered with Sentinus, LLC. Sentinus, LLC is an investment advisor based in OAKBROOK, IL. The firm has 10 licensed agents, 14 investment adviser representatives, 3 registered representatives, and 9 employees that perform investment advisory functions. Sentinus, LLC manages approximately $615,566,661 in regulatory assets under management, primarily for individuals. The firm offers financial planning and portfolio management services for individuals and businesses.
Sentinus, LLC

700 COMMERCE DRIVE

OAKBROOK, IL 60523

$615.57M

Assets Under Management

Not reported

Total Clients

14

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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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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Stephen McCormick’s Registration & Firm History

IL

05/06/2023 - Present

Sentinus, LLC (OAKBROOK IL)

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Licenses & Designations

IA

Issued 05/06/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Jacob McCormick.
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