John Hoidas, financial advisor Chicago IL
81 score

John Hoidas

CRD Number: 1937971
Current Firm: Uhlmann Investment Management, LLC

John Hoidas (CRD# 1937971) is an Investment Advisor Representative working at Uhlmann Investment Management, LLC in Chicago, IL and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Uhlmann Price Securities, LLC Chicago, IL Sep 2013 - Current 3
Uhlmann Investment Management Chicago, IL Sep 2013 - Current 3
Brewer Investment Group Chicago, IL Aug 2008 - Current 8
Kingsbury Capital LLC Evanston, IL Nov 2010 - Sep 2013 2
Spencer Trask Ventures Evanston, IL Nov 2010 - Sep 2013 2
Kingsbury Capital Investment Advisors Chicago, IL Nov 2010 - Sep 2013 2
Ids Life Insurance Company Schaumburg, IL Jan 2004 - Aug 2008 4
American Express Financial Advisors Inc. Schaumburg, IL Jan 2004 - Aug 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2004
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for John J. Hoidas
Phone Number: 312-264-4400
Firm Website:
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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