Ivana Vukanic (CRD# 6978541) is an Investment Advisor Representative working at Performance Wealth in Hinsdale, IL and has over 2 years of experience in the finance industry. Ivana Vukanic 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.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
Company Name | Location | Dates | Years |
---|---|---|---|
Performance Wealth Partners, LLC | Hinsdale, IL | Aug 2021 - Current | 2 |
Northern Trust Corporation | Chicago, IL | Jul 2020 - Aug 2021 | 1 |
University Of Illinois | Urbana-champaign, IL | Aug 2017 - May 2021 | 3 |
University Of Illinois | Bloomington, IL | Aug 2016 - May 2017 | < 1 |
Lyons Township High School | Lagrange, IL | Aug 2012 - May 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Nov 2021 |
- IL
- TX
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Total Assets Under Management2,547MILLIONS
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Total Number of Accounts1,995ACCOUNTS
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Average Account Value$1,276,672
- A percentage of assets under your management
- 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
AZ, CA, FL, GA, IL, IN, MI, NC, NH, SC, TN, TX, WI
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