Michael Mortell, financial advisor Chicago IL
96 score

Michael Mortell

CRD Number: 1214352
Current Firm: Geneva Advisors, LLC

Michael Mortell (CRD# 1214352) is an Investment Advisor Representative working at Geneva Advisors, LLC in Chicago, IL and has over 20 years of experience in the finance industry. Michael Mortell 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
Gnv Advisors, LLC Chicago, IL May 2009 - Current 7
Geneva Investment Management Of Chicago, LLC Chicago, IL Oct 2003 - Current 13
Uhlmann Price Securities LLC Chicago, IL Oct 2004 - Dec 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1996
S65 NASAA Investment Advisors Law Examination Nov 1999
Contact Info for Michael E. Mortell
Phone Number: 312-422-1720
Registered State(s):
  • IL
  • IA
  • OH
By the Numbers
  • Total Assets Under Management
    7,825
    MILLIONS
  • Total Number of Accounts
    13,564
    ACCOUNTS
  • Average Account Value
    $576,915
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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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

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