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Featured Business Financial Advisor in Chicago, IL
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Trader Wealth Management LLC
141 West Jackson Boulevard, Suite 1570
Chicago, IL 60604
“Participate but Protect”
Advisor Profile
Bill Herr CPA CFP
Name:  Bill Herr CPA CFP

About Trader Wealth Management LLC

Trader Wealth Management (TWM) is an independent Registered Investment Advisor (RIA). Initially designed to help traders with their unique financial needs TWM has developed into an elite resource for successful professionals and high net worth individuals. Whether a client needs a single service or an all-encompassing plan, we have the experience and ability to handle each financial need.

We are a firm that offers comprehensive services focused on developing a personal relationship with you. This enables us to provide customized investment management and financial planning, efficient tax preparation and forward-looking retirement and estate planning that addresses your personal objectives and goals. Because we are an independent, specialized, boutique firm, we offer unbiased advice and products tailored to your unique situation and we are always available to you.
 

General Information

Number of Years with Current Firm:    4
Years of Experience in Financial Services:    8
States Licensed in:    IL
CRD#:    2447542
Gender:    Male
 

Education

Academic Background
 
University of Notre Dame - Accounting
 

Services

I can meet clients in the following ways:    Via email, Via phone, At your office, At your home, At my office
Investment Types:    Mortgages & Real Estate, Exchange Traded Funds (ETFs), Commodities, Alternative Investments, Options & Futures, Bonds, Mutual Funds, Stocks
 

Qualifications & Memberships

Securities Licenses:    Series 65
Certifications, Accreditations & Designations:    Certified Public Accountant (CPA), CERTIFIED FINANCIAL PLANNER™ Certificant
 

Compliance

Criminal Disclosures in Last 5 years:    I have a clean record
Compliance Disclosures in Last 5 years:    I have a clean record
I am an acknowledged fiduciary:    Yes
Investment Advisor Representative:    Yes
Registered Investment Advisor:    Yes
 

Compensation and Fees

Compensation Methods:    Based on Assets
Minimum Portfolio Size for New Managed Accounts:    $500,000
Fee Structure:    Fee Only
 
 
 

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