Invested Better
Portfolio Management for Businesses Advisors in Chicago, Illinois
7,057 Results
Unclaimed

Northern Trust Securities, Inc.

location

CHICAGO, IL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

John Spencer Butler is a registered representative with Northern Trust Securities, Inc. located in Chicago, Illinois. John has been in the securities industry since January 20, 2017. John holds Series 7, Series 57, and Series 63 licenses. John is currently registered with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Morgan Stanley

location

Chicago, IL

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

John F. Ball is a financial advisor with over 23 years of experience in the financial services industry. John is currently registered with Morgan Stanley and holds licenses in several states, including Illinois, Kentucky, and Texas. John is a Series 7, 31, and 66 licensed professional and specializes in investment strategies for individuals, businesses, and institutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Kuhn & Co. Investment Counsel, LLC | CFA ® (Certifications)

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

John F. Robertson is an investment advisor representative with Kuhn & Co. Investment Counsel, LLC. John is registered with the state securities regulators of Florida, Illinois and Indiana. John has been in the securities industry since June 1997 and has been with Kuhn & Co. Investment Counsel, LLC since October 2021. John's firm, Kuhn & Co. Investment Counsel, LLC, provides financial planning and portfolio management for individuals and advisory consulting. The firm primarily manages assets for high-net-worth individuals, charitable organizations, and irrevocable trusts. John is a CFA charter holder and has been involved in Robertson Family Investments LLC, a family investment office, since December 2020.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
ADVISORY CONSULTING
Unclaimed

Corient | CFP ® (Certifications)

location

Chicago, IL

0 Disclosures

ADVISOR BIO

John Christopher Harrington is a financial advisor with Corient. John has been in the industry since 2013, working at firms such as LMCG Investments, Segall Bryant & Hamill, and now at Corient. John has a Certified Financial Planner designation and is currently registered in Illinois. He provides advisory services to individuals, high net worth individuals, corporations, charitable organizations, and other businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Security Ratings
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Morgan Stanley

location

Chicago, IL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

John Anthony Mele is a registered representative with Morgan Stanley. John has been in the securities industry since May 19, 2014 and holds Series 66, Series 7 and SIE licenses. John's current registrations are active in multiple states, including Illinois, California, New York, and more. John's main office location is in Chicago, Illinois.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Nuveen Asset Management, LLC

location

CHICAGO, IL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

John Christopher Cullen is a financial advisor with over 2 years of experience in the industry. John is currently registered with Nuveen Asset Management, LLC in Chicago, Illinois. Prior to joining Nuveen, John held positions with Northern Trust Securities, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. John has a broad range of experience working with individuals, businesses, investment companies, and pooled investment vehicles. John holds the Series 66, Series 7 and SIE licenses and is registered to provide investment advice in 53 states.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
MODEL PORTFOLIO ADVICE
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Zacks Investment Management, Inc.

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

John Patrick Bouska is a registered Investment Advisor Representative with Zacks Investment Management, Inc., based in Chicago, Illinois. John holds the Series 65 license, which allows him to provide investment advice to clients in Illinois. John's specialties include quantitative investment modeling, financial planning, and portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. John has been with Zacks Investment Management, Inc. since March 2023 and prior to that, held roles in various industries including logistics, education and hospitality.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
CREATES AND MANAGES QUANTITATIVE INVESTMENT MODELS THAT ARE LICENSED TO SPONSORS OF UITS AND ETFS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

CHICAGO, IL

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

John Reilly is a financial advisor with over 30 years of experience in the financial industry. John has been registered with Stifel, Nicolaus & Company, Inc. since 2008. John has a wide range of experience in the industry, having worked with a number of firms including Wachovia Securities, LLC, RBC Dain Rauscher Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. John is currently registered as an investment advisor representative in Arizona, Illinois, Michigan, and Texas. John holds the Series 3, 7, and 63 licenses. John is committed to providing personalized financial advice to clients in order to help them reach their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Nuveen Asset Management, LLC

location

Chicago, IL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

John Watson is a registered investment advisor representative at Nuveen Asset Management, LLC. John has been in the financial services industry since July 29, 2016, and has worked for several firms before joining Nuveen Asset Management. John holds the Series 7 and 66 securities licenses. John is registered to provide investment advice in 54 states and the District of Columbia.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
MODEL PORTFOLIO ADVICE
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Nuveen Asset Management, LLC

location

CHICAGO, IL

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

John Scott Ellspermann is a financial professional with over 20 years of experience in the industry. John has a strong background in providing portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. He is currently registered with Nuveen Asset Management, LLC, and is licensed to provide investment advice in Illinois. John has previously held positions at American Century Investment Services Inc., Tortoise Securities, LLC, and State Street Global Advisors Funds Distributors, LLC. John is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
MODEL PORTFOLIO ADVICE
Portfolio Management for Pooled Investment Vehicles

Need help matching

with the right advisor?