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Thomas Robert Flaig

Chicago Partners Investment Group LLC

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About Thomas Robert Flaig

Thomas Flaig is a registered investment advisor with Chicago Partners Investment Group LLC. Thomas has been in the industry since 1994. He holds Series 3, 4, 7, and 63 licenses and has a Chartered Financial Analyst designation. Thomas's experience includes previous roles at Borthwick Associates, Inc. and Goldman, Sachs & Co. Thomas specializes in providing financial planning, portfolio management, and selection of other advisors to individuals, businesses, pooled investment vehicles, charitable organizations, and insurance companies.

Firm Information

Thomas Flaig is currently registered with Chicago Partners Investment Group LLC. Chicago Partners Investment Group LLC is a registered investment advisor based in Chicago, IL. The firm has approximately $4.6 billion in assets under management and provides advisory services to a wide range of clients, including high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles. They specialize in financial planning, portfolio management, and 401(k) plan option review and monitoring.
Chicago Partners Investment Group LLC

1 NORTH WACKER DRIVE

CHICAGO, IL 60606

$4.59B

Assets Under Management

Not reported

Total Clients

38

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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401k plan option review & monitoring

401k plan option review & monitoring

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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other

Roboadvisory offering

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Thomas Flaig’s Registration & Firm History

IL

11/15/2024 - Present

Chicago Partners Investment Group LLC (BURR RIDGE IL)

IL

05/26/2000 - 03/04/2005

BORTHWICK ASSOCIATES, INC. (CHICAGO IL)

NY

01/10/1994 - 03/11/1998

GOLDMAN, SACHS & CO. (NEW YORK NY)

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Licenses & Designations

BC

Issued 06/22/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/15/2000

Series 4 - Registered Options Principal Examination

BC

Issued 05/25/2000

Series 7 - General Securities Representative Examination

BC

Issued 01/24/1994

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Robert Flaig.
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