Wintrust Investments
Wintrust Investments (CRD# 875) is a financial advisory firm headquartered in Chicago, IL. They manage $14,417,827,726 in 10,969 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management14,418MILLION
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Total Number of Accounts10,969ACCOUNTS
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Average Account Value$1,314,416
- 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
- Selection of other advisers (including private fund managers)
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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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
James Rapp (CRD# 2116778) is an Investment Advisor Representative working at Wintrust Investments in Chicago, IL and has over 33 years of experience in the finance industry.
Danny Reeves (CRD# 3178874) is an Investment Advisor Representative working at Wintrust Investments in Swansea, IL and has over 25 years of experience in the finance industry.
George Rizos (CRD# 4552770) is an Investment Advisor Representative working at Wintrust Investments in Arlington Heights, IL and has over 21 years of experience in the finance industry.
Pragna Rohman (CRD# 4048490) is an Investment Advisor Representative working at Wintrust Investments in Winnetka, IL and has over 24 years of experience in the finance industry.
Tracy Schultz (CRD# 3065726) is an Investment Advisor Representative working at Wintrust Investments in Chicago, IL and has over 25 years of experience in the finance industry.
Steven Schwer (CRD# 2588144) is an Investment Advisor Representative working at Wintrust Investments in Chicago, IL and has over 22 years of experience in the finance industry.
Joseph Sciaccotta (CRD# 6998002) is an Investment Advisor Representative working at Wintrust Investments in Chicago, IL and has over 5 years of experience in the finance industry.
Patrick Sereda (CRD# 2857085) is an Investment Advisor Representative working at Wintrust Investments in Chicago, IL and has over 26 years of experience in the finance industry.
Kyle Sheets (CRD# 6617339) is an Investment Advisor Representative working at Wintrust Investments in Morton, IL and has over 8 years of experience in the finance industry.
Michael Sheets (CRD# 2860384) is an Investment Advisor Representative working at Wintrust Investments in Morton, IL and has over 27 years of experience in the finance industry.