Erik Gutierrez (CRD# 7566851) is an Investment Advisor Representative working at Lake Street in Chicago, IL and has over 2 years 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 |
|---|---|---|---|
| Lake Street Financial | Chicago, IL | Jun 2022 - Current | 1 |
| Unemployed | Joliet, IL | Nov 2021 - Jun 2022 | < 1 |
| Ntn Bearing Corporation | Mount Prospect, IL | Nov 2011 - Nov 2021 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- IL
-
Total Assets Under Management1,001MILLIONS
-
Total Number of Accounts1,978ACCOUNTS
-
Average Account Value$505,967
- 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
- Pension consulting services
- Other
CA, FL, GA, IL, IN, KY, MA, MI, MO, NC, NV, OH, PA, TX, WI
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