Michelle WeindruchCRD Number: 5970159
Current Firm: Forum Financial Management, LP
Michelle Weindruch (CRD# 5970159) is an Investment Advisor Representative working at Forum Financial Management, LP in Skokie, IL and has over 5 years of experience in the finance industry. Michelle Weindruch 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.
Ellis Wealth Advisors, LLC
Waddell & Reed
|Forum Financial Management, LP||Lombard, IL||Jun 2012 - Current||5|
|Pinnacle Wealth Mgmt||Skokie, IL||Sep 2011 - Current||5|
|Purshe Kaplan Sterling Investments||Albany, NY||Aug 2011 - Current||6|
|Namaste Charter School||Chicago, IL||Apr 2010 - Jul 2011||1|
|Chicago Public Schools||Chicago, IL||Sep 2009 - Apr 2010||< 1|
|El Alba School||Siguatepeque,||Aug 2008 - Jul 2009||< 1|
|Harris, Weindruch & Company||Wilmette, IL||Jan 2007 - Jul 2008||1|
|Chicago Public Schools||Chicago, IL||Aug 2002 - Dec 2006||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2011|
|S65||NASAA Investment Advisors Law Examination||Jul 2012|
Total Assets Under Management2,037MILLIONS
Total Number of Accounts7,269ACCOUNTS
Average Account Value$280,262
- A percentage of assets under your management
- 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
- Pension consulting services
AZ, CA, CO, FL, GA, IA, IL, IN, LA, MA, MI, MN, MO, NC, NE, NJ, NY, PA, SC, TN, TX, VA, WA, WI
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.