Randolph Herzfeld (CRD# 5514838) is an Investment Advisor Representative working at Winslow Financial LLC in Lake Bluff, IL and has over 15 years of experience in the finance industry.
CRD# 5252940
Cetera Investment Advisers LLC
CRD# 1257255
Raymond James Financial Services Advisors, Inc.
CRD# 2424715
Mesirow Financial Investment Management, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Actualwise Consulting LLC | Chicago, IL | Jan 2019 - Current | 5 |
| Winslow Financial LLC | Chicago, IL | Apr 2008 - Current | 16 |
| Prm Consulting Group | Chicago, IL | Sep 2020 - Apr 2021 | < 1 |
| Centene | Chicago, IL | Jun 2018 - Jan 2019 | < 1 |
| Optum | Chicago, IL | Jun 2013 - Jun 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2008 |
- IL
-
Total Assets Under Management75MILLIONS
-
Total Number of Accounts363ACCOUNTS
-
Average Account Value$205,970
- 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
CA, FL, IL, OH, TX, WI
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