Geoffrey Wharton, financial advisor Libertyville IL
93 score

Geoffrey Wharton

CRD Number: 1285646
Current Firm: Ameriprise Financial Services, Inc.

Geoffrey Wharton (CRD# 1285646) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Libertyville, IL and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Advisors, Inc. Schaumburg, IL Jun 2010 - Current 6
Riversource Life Schaumburg, IL Jun 2010 - Current 6
Riversource Life Tinley Park, IL Oct 2005 - Jun 2010 4
Ameriprise Financial Services, Inc. Tinley Park, IL Oct 2005 - Jun 2010 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1984
Contact Info for Geoffrey T. Wharton
Phone Number: 612-671-3131
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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

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