Cort Wagenberg (CRD# 7706733) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Chicago, IL and has 1 year of experience in the finance industry.
CRD# 1955854
Cetera Investment Advisers LLC
CRD# 1338669
William Blair & Company LLC
CRD# 6076403
Nuveen Asset Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Zacks Investment Management | Chicago, IL | Jun 2022 - Current | 1 |
| Bectran | Schaumburg, IL | Nov 2021 - Jun 2022 | < 1 |
| Daxton Hotel | Birmingham, MI | May 2021 - Sep 2021 | < 1 |
| Michigan State University | East Lansing, MI | Aug 2017 - May 2021 | 3 |
| Incore Capital Management | Birmingham, MI | May 2018 - Aug 2018 | < 1 |
| Brother Rice High School | Bloomfield Hills, MI | Aug 2013 - May 2017 | 3 |
| Oakland Hills Country Club | Bloomfield Hills, MI | Jun 2015 - Aug 2016 | 1 |
| Pine Knob Ski Resort | Clarkston, MI | Nov 2015 - Mar 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2023 |
- IL
-
Total Assets Under Management8,374MILLIONS
-
Total Number of Accounts7,545ACCOUNTS
-
Average Account Value$1,109,809
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, VT, WA, WI, WV, WY
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