linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Wendell Cory Franklin

Chicago Capital Management Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Wendell? Claim Your Profile

About Wendell Cory Franklin

Wendell Cory Franklin is a financial advisor who has been in the industry since 1994. Franklin is currently registered with Chicago Capital Management Advisors, LLC and American Trust Investment Services Advisory, Inc. Franklin has been registered with Chicago Capital Management Advisors, LLC since 2017. Franklin also holds a Series 63, Series 65, Series 7 and SIE license. Franklin has been a financial advisor for over 28 years and has worked at several firms in the industry. Franklin currently resides in LISLE, IL and is an active member of the financial advisory community. Franklin offers financial planning, selection of other advisors, and portfolio management for individuals.

Firm Information

Wendell Franklin is currently registered with Chicago Capital Management Advisors, LLC. Chicago Capital Management Advisors, LLC is an investment advisor based in Lisle, IL. The firm has 10 licensed agents and 16 investment advisor representatives. They manage approximately $110,237,992 in regulatory assets under management, primarily for individuals. They offer financial planning and portfolio management services for individuals and provide estate and insurance planning services.
Chicago Capital Management Advisors, LLC

4722 MAIN STREET

LISLE, IL 60532

$110.24M

Assets Under Management

Not reported

Total Clients

13

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

estate and insurance planning

Estate and insurance planning

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Wendell Franklin’s Registration & Firm History

IL

01/25/2017 - Present

Chicago Capital Management Advisors, LLC (LISLE IL)

IL

11/07/2000 - 03/27/2014

LASALLE ST SECURITIES, L.L.C. (CHICAGO IL)

FL

10/20/1995 - 11/10/2000

BARRON CHASE SECURITIES, INC. (BOCA RATON FL)

CO

07/20/1994 - 10/04/1995

CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)

Not sure if Wendell Cory Franklin is right for you?

Licenses & Designations

IA

Issued 01/23/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/17/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/19/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Wendell Cory Franklin. Review regulatory record here.
Not sure if Wendell Cory Franklin is right for you?