Adam Tatroe, financial advisor Crystal Lake IL

Adam Tatroe

CRD Number: 4269697
Current Firm: Bmo Harris Financial Advisors, Inc.

Adam Tatroe (CRD# 4269697) is an Investment Advisor Representative working at Bmo Harris Financial Advisors, Inc. in Crystal Lake, IL and has over 19 years of experience in the finance industry. Adam Tatroe 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
Harris Investor Services, Inc. Mchenry, IL Feb 2011 - Current 9
Edward Jones St Louis, MO Jan 2001 - Feb 2011 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2001
S66 NASAA Uniform Combined State Law Examination Jun 2007
Contact Info for Adam J. Tatroe
Phone Number: 877-225-3863
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    4,910
    MILLIONS
  • Total Number of Accounts
    17,857
    ACCOUNTS
  • Average Account Value
    $274,975
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, WY

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