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Susan Marie Edwards

Wintrust Investments LLC

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About Susan Marie Edwards

Susan Edwards is a financial advisor at Wintrust Investments LLC. Susan has been a financial advisor in the industry since 2017. Susan has Series 7, Series 7TO and SIE licenses. Susan has specializations in Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses and Selection of Other Advisers. Susan has experience with clients including high-net-worth individuals, pension and profit sharing plans, corporations or other businesses, and individuals other than high-net-worth. Susan also has experience with clients in the charitable organizations and banking or thrift institutions industries. Susan previously worked at Keeley Investment Corp. Susan is located in Chicago, IL.

Firm Information

Susan Edwards 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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Susan Edwards’s Registration & Firm History

IL

03/05/2019 - Present

Wintrust Investments LLC (CHICAGO IL)

IL

04/02/2015 - 02/28/2017

KEELEY INVESTMENT CORP. (CHICAGO IL)

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Licenses & Designations

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 02/28/2017

SIE - Securities Industry Essentials Examination

BC

Issued 04/02/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Susan Marie Edwards.
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