Birju Munshi (CRD# 5660028) is an Investment Advisor Representative working at Choreo, LLC in Rockford, IL and has over 11 years of experience in the finance industry.
CRD# 2088227
Cetera Investment Advisers LLC
CRD# 5115121
Focus Financial Advisors
CRD# 6311988
Savant Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rsm Us Wealth Management LLC | Schaumburg, ID | Nov 2018 - Current | 5 |
| Jll - Jones Lang Lasalle | Chicago, IL | Jan 2018 - Nov 2018 | < 1 |
| Rpg - Life Transition Specialists | Riverwoods, IL | Jun 2015 - Dec 2017 | 2 |
| Unemployed | Schaumburg, IL | Mar 2015 - May 2015 | < 1 |
| Autoopt Networks | Atlanta, GA | May 2014 - Feb 2015 | < 1 |
| Sanders Morris Harris Inc. | Houston, TX | Aug 2011 - May 2014 | 2 |
| Edelman Financial Service, Inc. | Fairfax, VA | Aug 2011 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2012 |
- IL
-
Total Assets Under Management16,031MILLIONS
-
Total Number of Accounts24,966ACCOUNTS
-
Average Account Value$642,108
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.