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Steven Neil Schenker

Great Lakes Advisors, LLC

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About Steven Neil Schenker

Steven Schenker is an investment advisor representative with Great Lakes Advisors, LLC, registered in Illinois. Steven has been in the industry since 2006 and has a Series 7 and a Series 66 license. Steven's previous experience includes Wayne Hummer Investments L.L.C. and Securian Financial Services, Inc. Steven is a Portfolio Manager and manages a variety of client portfolios. Steven also serves as an Assistant Vice President / Portfolio Manager for Chicago Trust Company.

Firm Information

Steven Schenker 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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Steven Schenker’s Registration & Firm History

IL

11/06/2008 - Present

Great Lakes Advisors, LLC (CHICAGO IL)

IL

11/06/2008 - 12/31/2013

WAYNE HUMMER INVESTMENTS L.L.C. (LAKE FOREST IL)

IL

09/13/2006 - 09/29/2008

SECURIAN FINANCIAL SERVICES, INC. (BANNOCKBURN IL)

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Licenses & Designations

BOTH

Issued 11/11/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/12/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven Neil Schenker.
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