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).

By the Numbers
  • Total Assets Under Management
    14,418
    MILLION
  • Total Number of Accounts
    10,969
    ACCOUNTS
  • Average Account Value
    $1,314,416
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Wintrust Investments
Showing 61 - 70 of 139 top financial advisors.
61
Thomas J. Mahoney
CRD#: 2599610
800 Beltline Road, P. O. Box 809, Collinsville, IL 62234

Thomas Mahoney (CRD# 2599610) is an Investment Advisor Representative working at Wintrust Investments in Collinsville, IL and has over 23 years of experience in the finance industry.

62
Jennifer M. Marlowe
CRD#: 3084917
231 South Lasalle Street, 13th Floor, Chicago, IL 60604

Jennifer Marlowe (CRD# 3084917) is an Investment Advisor Representative working at Wintrust Investments in Chicago, IL and has over 24 years of experience in the finance industry.

63
Alexander R. Marmitt
CRD#: 6866901
201 S Hough Street, Barrington, IL 60010

Alexander Marmitt (CRD# 6866901) is an Investment Advisor Representative working at Wintrust Investments in Barrington, IL and has over 6 years of experience in the finance industry.

64
Todd R. Marmor
CRD#: 4223010
231 South Lasalle Street, 13th Floor, Chicago, IL 60604

Todd Marmor (CRD# 4223010) is an Investment Advisor Representative working at Wintrust Investments in Chicago, IL and has over 23 years of experience in the finance industry.

65
John S. Matthews
CRD#: 4198140
13150 Watertown Plank Rd, Elm Grove, WI 53122

John Matthews (CRD# 4198140) is an Investment Advisor Representative working at Wintrust Investments in Elm Grove, WI and has over 8 years of experience in the finance industry.

66
Lisa A. McCarthy
CRD#: 6052876
370 S. County Farm Road, Wheaton, IL 60187

Lisa McCarthy (CRD# 6052876) is an Investment Advisor Representative working at Wintrust Investments in Wheaton, IL and has over 10 years of experience in the finance industry.

67
Mary C. McCarthy
CRD#: 4939942
231 South Lasalle Street, 13th Floor, Chicago, IL 60604

Mary McCarthy (CRD# 4939942) is an Investment Advisor Representative working at Wintrust Investments in Chicago, IL and has over 17 years of experience in the finance industry.

68
Michael J. Megall
CRD#: 3271978
231 South Lasalle Street, 13th Floor, Chicago, IL 60604

Michael Megall (CRD# 3271978) is an Investment Advisor Representative working at Wintrust Investments in Chicago, IL and has over 24 years of experience in the finance industry.

69
Anthony J. Mescher
CRD#: 2367283
400 Milwaukee Avenue, Burlington, WI 53105

Anthony Mescher (CRD# 2367283) is an Investment Advisor Representative working at Wintrust Investments in Burlington, WI and has over 30 years of experience in the finance industry.

70
Tracy N. Miller
CRD#: 5183320
727 North Bank Lane, Lake Forest, IL 60045

Tracy Miller (CRD# 5183320) is an Investment Advisor Representative working at Wintrust Investments in Lake Forest, IL and has over 7 years of experience in the finance industry.

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