John HoidasCRD 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 14 years of experience in the finance industry.
Ellis Wealth Advisors, LLC
Waddell & Reed
|Uhlmann Price Securities, LLC||Chicago, IL||Sep 2013 - Current||4|
|Uhlmann Investment Management||Chicago, IL||Sep 2013 - Current||4|
|Brewer Investment Group||Chicago, IL||Aug 2008 - Current||9|
|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|
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
Total Assets Under Management56MILLIONS
Total Number of Accounts173ACCOUNTS
Average Account Value$323,699
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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