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Featured Business Financial Advisor in Chicago, IL
Chicago Financial Advisors
Chicago Partners
1 N. Wacker Dr.
Chicago, IL 60606
(312) 375-3282
“Investment Management and Advisor Services”
Advisor Profile
Jim Hagedorn, CFA
Name:  Jim Hagedorn, CFA
Phone Number:  (312) 375-3282
Website:  Visit Website
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Disclaimer
Chicago Partners Investment Group, LLC ("CP") is an SEC registered investment adviser located in Chicago, Illinois. CP and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which CP maintains clients. CP may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. CP?s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment- related information, publications, and links.

About Chicago Partners

We understand that the financial industry is a headache for
investors. Choosing the right diversified portfolio of
securities, creating estate and retirement plans, or emotionally
weathering natural fluctuations of the stock market can be both
intimidating and frustrating.

At Chicago Partners, we serve as your trusted guide through the
financial industry. It's why the Financial Times named us a Top
300 Registered Investment Advisor in 2014, 2015, 2016, & 2017.

We created the 5-Step Wealth Optimization Process - our formula
that optimizes each aspect of your financial life, from portfolio
construction to estate & retirement planning and beyond. The
first step is our Portfolio X-Ray, where you'll understand the
inner workings of your portfolio across 9 key dimensions that
impact your investment performance. If you fit our profile and
schedule a call, we will conduct a complementary, no-obligation
Portfolio X-Ray for you.

With Chicago Partners at your side, you no longer have to
navigate the dense financial industry by yourself. The time you
might spend building & managing your portfolio, creating
financial plans, and planning for retirement, you could instead
spend with your family and your passions, knowing your financial
life is managed by your team of financial professionals.

To learn more, or to schedule a meeting or introductory phone
call, visit our website or contact us now by calling (312) 767-
2205.
 

General Information

Gender:    Male
CRD#:    458-3528
Firm CRD#:    147662
Insurance License#:    n/a
Name of Broker/Dealer:    n/a
Name of Custodial Firm:    Charles Schwab and Co./TD Ameritrade/Fidelity
States Licensed in:    Registered with the SEC
States Willing to do Business in:    All
Years of Experience in Financial Services:    27
Number of Years with Current Firm:    10
Work Experience:    Practice Leader at PwC. Senior Portfolio Manager at
Northern Trust and B of A.
I work with the following types of clients:    Businesses, Non-Profit Organizations, Individual Investors
 

Education

Academic Background
 
BS Business from Marguette University
MBA in Finance from DePaul University
CFA
 

Services

Investment Types:    Exchange Traded Funds (ETFs), Bonds, Stocks, Mutual Funds, MLP - Pipelines, Socially Responsible Investments (SRI)
I can meet clients in the following ways:    At your office, Via email, Via phone, At your home, At my office
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Chartered Financial Analyst (CFA)
Securities Licenses:    CFA
Insurance and Annuity Licenses:    CFA
Financial Organization Memberships:    CFA Institute and Chicago Analyst Society
 

Firm Information

Firm's Number of Clients:    558
Firm's Number of Planning Clients:    558
Firm's Number of Managed Clients:    558
Assets Managed by Firm:    $1,600,000,000+
Advisor's Number of Clients:    333
Advisor's Number of Managed Clients:    333
Advisor's Number of Planning Clients:    333
 

Compliance

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

Compensation & Fees

Fee Structure:    I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:    $500K
Compensation Methods:    Based on Assets
Fee % Based on Assets:    90 BPS
Hourly Rate:    n/a
Flat Fee Rate:    n/a
Additional Details on Charges:    n/a
Minimum Fee Charged for Managed Accounts:    n/a
Minimum Fee Charged for Hourly Planning Accounts:    n.a
Minimum Fee Charged for Flat Fee Accounts:    n/a
 
 
 
Prepared By: Jim Hagedorn, CFA

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