Daniel Toledo, financial advisor Chicago IL
96 score

Daniel Toledo

CRD Number: 5544190
Current Firm: Chicago Partners Investment Group LLC

Daniel Toledo (CRD# 5544190) is an Investment Advisor Representative working at Chicago Partners Investment Group LLC in Chicago, IL and has over 7 years of experience in the finance industry. Daniel Toledo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Chicago Partners Investment Group, LLC Chicago, IL Sep 2013 - Current 3
Total Portfolio Management Evanston, IL Jan 2010 - Sep 2013 3
Waddell & Reed, Inc. Oak Brook, IL May 2009 - Dec 2009 < 1
Various Insurance Carriers For W&r Insurance Agencies Wilmette, IL May 2009 - Dec 2009 < 1
Unemployed Bloomington, IL Apr 2009 - May 2009 < 1
Student Wilmette, IL Aug 1998 - Apr 2009 10
Northwestern Mutual Skokie, IL Jun 2006 - Sep 2008 2
Total Portfolio Management Evanston, IL Jul 2003 - Aug 2008 5
Indian Hill Club Winnetka, IL Jun 2000 - Aug 2008 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2009
Contact Info for Daniel J. Toledo
Phone Number: 312 284 6363
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    1,071
    MILLIONS
  • Total Number of Accounts
    947
    ACCOUNTS
  • Average Account Value
    $1,130,461
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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 businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

CA, FL, IL, IN, LA, MI, MN, NC, NM, NY, OH, PA, TX, VA, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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