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

Morningstar Investment Services LLC

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Michael Grover is a registered Investment Advisor Representative with Morningstar Investment Services LLC. Michael is licensed in Illinois. Michael is associated with the firm's Chicago office.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

CHICAGO, IL

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Michael J. Emanuele is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., a large investment firm. Michael is also an investment advisor representative with Merrill Lynch. Michael has been in the securities industry since September 5, 2007.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Robert W. Baird & Co. Inc.

location

CHICAGO, IL

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Michael Krecek is a financial advisor at Robert W. Baird & Co. Inc. Michael has been in the industry since August 18, 2019. Michael specializes in providing financial planning, portfolio management, and investment advice for individuals, businesses, and investment companies. Michael is registered in 40 states and holds Series 7, 66, and SIE licenses. Michael is committed to providing personalized financial advice to help clients achieve their 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 Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Raymond James & Associates, Inc.

location

Chicago, IL

experience

54 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Michael Cohen is a financial advisor with Raymond James & Associates, Inc., a firm with approximately $1 billion - $10 billion in assets under management. Michael Cohen has been in the industry since June 6, 1971 and has held registrations with both broker-dealers and investment advisors. Michael Cohen has a total of 38 state registrations and holds Series 7TO, SIE, 15, 5, PC, and 1 licenses. Michael Cohen provides financial planning, pension consulting, educational seminars, and portfolio management services to a variety of clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed
location

Chicago, IL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Michael Zajack is a financial advisor with Assetmark, Inc. in Chicago, IL. Michael has been in the financial industry for over 8 years and has held licenses in several states including Illinois, Iowa, Minnesota, Nebraska, North Dakota, South Dakota, and Wisconsin. Michael has experience in various financial areas including portfolio management for individuals, portfolio management for investment companies, and pension consulting. Michael is a registered representative with Assetmark Brokerage, LLC and is also affiliated with Assetmark Financial Holdings, Inc.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed

IHT Wealth Management LLC

location

CHICAGO, IL

disclosure

1 Disclosures

ADVISOR BIO

Michael Masalehdani is an investment advisor representative at IHT Wealth Management LLC. Michael has been in the industry for over 10 years, and has a broad experience in various financial institutions. Michael has a Series 66, Series 63, SIE and Series 7 licenses. Michael is also a registered investment advisor in California. Michael specializes in providing financial planning, portfolio management for individuals and businesses and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Hightower Advisors, LLC | CFP ® (Certifications)

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Michael Masur is a financial advisor with Hightower Advisors, LLC. Michael is a CERTIFIED FINANCIAL PLANNERâ„¢ professional with experience in the financial services industry. Michael has been registered with the state of Florida since January 24, 2024. Michael specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Michael's experience includes positions at Resource Consulting Group in Orlando, Florida.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TREASURY MANAGEMENT FOR CORPORATE CLIENTS
Unclaimed

AZA Capital Management

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Michael LaFontaine is a registered investment advisor representative with Aza Capital Management. Michael has been with the firm since August 2009. Before joining Aza Capital Management, Michael was with NRP FINANCIAL, INC. and AXA ADVISORS, LLC. Michael has been working in the industry for over 16 years. Michael is licensed to provide investment advice in Illinois, Michigan, and Texas. Michael holds a Series 7 and Series 66 license. Michael specializes in providing financial planning and portfolio management services for individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Equity Services, Inc. | CFA ® (Certifications)

location

CHICAGO, IL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Michael Francis Nicholas is a financial advisor with Equity Services, Inc. Michael is registered as a Registered Representative in the state of Illinois. Michael has been working in the financial services industry since November 2023. Michael holds the Series 7TO, Series 63 and SIE licenses. Michael is also a Chartered Financial Analyst (CFA). Michael has experience working with both individuals and businesses.

SPECIALIZATIONS

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

Greenrock Research, Inc.

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Michael Kevin Malone is an Investment Advisor Representative with Greenrock Research, Inc. Michael has been in the industry since 1973 and holds the Series 65 and Series 1 licenses. Michael has a diverse professional background with previous experience at PaineWebber Incorporated, Paine, Webber, Jackson & Curtis Incorporated, Bache Halsey Stuart Inc., and Bache & Co Incorporated. Michael is also the Chairman of the Industry Advisory Board and a member of the Financial Advisory Board of Marketocracy Inc. Michael's areas of specialization include providing investment advice, research through advisor consultations, pension consulting, publication of periodicals, selection of other advisors, and portfolio management for businesses and individuals.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PROVISION OF INVESTMENT ADVICE AND RESEARCH THROUGH ADVISOR CONSULTATIONS
Publication of Financial Periodicals

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