Colleen Chandler, financial advisor Lake Forest IL
93 score

Colleen Chandler

CRD Number: 4543643
Current Firm: Vennwell, LLC

Colleen Chandler (CRD# 4543643) is an Investment Advisor Representative working at Vennwell, LLC in Lake Forest, IL and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Vennwell, LLC Lake Forest, IL Mar 2002 - Current 14
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2002
Contact Info for Colleen (. Chandler
Phone Number: 847.295.9222
Firm Website: https://www.vennwell.com
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    236
    MILLIONS
  • Total Number of Accounts
    716
    ACCOUNTS
  • Average Account Value
    $329,777
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

CA, FL, IL, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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