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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore Rupp is an investment advisor representative with Kovitz Investment Group Partners, LLC. Theodore is a registered representative in Illinois and has been in the industry since 2000. Theodore has experience in providing financial planning, portfolio management, and other advisory services. Theodore has previously worked with Kovitz Securities, LLC and Rothschild Investment Corporation. Theodore is a Series 66, Series 63, Series 24, Series 27, Series 4, Series 53, SIE, and Series 7 licensed professional. Theodore specializes in providing investment advice to high-net-worth individuals, corporations, and institutions.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
IL
01/04/2016 - Present
Kovitz Investment Group Partners, LLC (CHICAGO IL)
IL
05/28/2004 - 11/13/2020
KOVITZ SECURITIES, LLC (CHICAGO IL)
IL
08/08/2000 - 10/01/2004
ROTHSCHILD INVESTMENT CORPORATION (CHICAGO IL)
BOTH
Issued 11/05/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2010
Series 24 - General Securities Principal Examination
BC
Issued 06/19/2007
Series 27 - Financial and Operations Principal Examination
BC
Issued 08/23/2005
Series 4 - Registered Options Principal Examination
BC
Issued 06/10/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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