Vincent FikeCRD Number: 5437313
Current Firm: Wintrust Investments
Vincent Fike (CRD# 5437313) is an Investment Advisor Representative working at Wintrust Investments in Chicago, IL and has over 14 years of experience in the finance industry.
Upper Left Wealth Management, LLC
Sequoia Wealth Management, LLC
Cetera Investment Advisers LLC
|Wintrust Investments, LLC||Chicago, IL||Apr 2021 - Current||1|
|Unemployed||Chicago, IL||Mar 2020 - Apr 2021||1|
|Ehlert Financial Group||Lincolnshire, IL||Jan 2020 - Mar 2020||< 1|
|Unemployed||Chicago, IL||Jan 2018 - Jan 2020||2|
|Grosvenor Capital Management||Chicago, IL||Apr 2005 - Jan 2018||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2007|
|S66||NASAA Uniform Combined State Law Examination||Jan 2022|
Total Assets Under Management12,387MILLIONS
Total Number of Accounts10,762ACCOUNTS
Average Account Value$1,150,979
- 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
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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