Colin Schwerin (CRD# 7859389) is an Investment Advisor Representative working at North Star Investment Management Corporation in Glen Ellyn, IL and has 1 year of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| North Star Investment Management Corporation | Chicago, IL | Feb 2024 - Current | < 1 |
| Caps Financial Group | Glen Ellyn, IL | Jan 2024 - Current | < 1 |
| Burns And Mcdonnell | Chicago, IL | Jun 2018 - Jan 2024 | 5 |
| Sargent And Lundy | Chicago, IL | Jun 2017 - Jun 2018 | 1 |
| Kentucky Utilities | Chicago, IL | Aug 2015 - May 2017 | 1 |
| Dupont | Louisville, KY | Jan 2014 - Aug 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IL
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Total Assets Under Management2,087MILLIONS
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Total Number of Accounts2,434ACCOUNTS
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Average Account Value$857,540
- 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 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, MA, MD, MI, NC, NJ, NM, NV, NY, OH, OR, PA, SD, TN, TX, UT, VA, VT, WI
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