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)
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
Jeffrey Sweno (CRD# 1706515) is an Investment Advisor Representative working at Wintrust Investments in Lake Forest, IL and has over 36 years of experience in the finance industry.
Sylwia Szerszen (CRD# 6408510) is an Investment Advisor Representative working at Wintrust Investments in Chicago, IL and has over 7 years of experience in the finance industry.
Alexander Tabb (CRD# 5599243) is an Investment Advisor Representative working at Wintrust Investments in Rockford, IL and has over 15 years of experience in the finance industry.
Andrew Timson (CRD# 6074239) is an Investment Advisor Representative working at Wintrust Investments in Chicago, IL and has over 10 years of experience in the finance industry.
Timothy Treacy (CRD# 5376759) is an Investment Advisor Representative working at Wintrust Investments in Chicago, IL and has over 16 years of experience in the finance industry.
Chad Trueblood (CRD# 4706584) is an Investment Advisor Representative working at Wintrust Investments in Chicago, IL and has over 20 years of experience in the finance industry.
Eulalia Turkowski (CRD# 6459606) is an Investment Advisor Representative working at Wintrust Investments in Gurnee, IL and has over 7 years of experience in the finance industry.
Maureen Valentine (CRD# 1917237) is an Investment Advisor Representative working at Wintrust Investments in Chicago, IL and has over 17 years of experience in the finance industry.
Chad Vandenbusch (CRD# 2580669) is an Investment Advisor Representative working at Wintrust Investments in Chicago, IL and has over 28 years of experience in the finance industry.
Joseph Vitale (CRD# 2443426) is an Investment Advisor Representative working at Wintrust Investments in Chicago, IL and has over 30 years of experience in the finance industry.