Delegge Financial Services, LLC

Delegge Financial Services, LLC (CRD# 123408) is a financial advisory firm headquartered in Schaumburg, IL. They manage $5,000,000 in 45 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $111,111
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, IL, WI

Financial Advisors at Delegge Financial Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Lawrence R. Delegge
CRD#: 4094626
10505 Corporate Drive, Suite 105 G, Pleasant Prairie, WI 53158
93
Wealthminder
score

Lawrence Delegge (CRD# 4094626) is an Investment Advisor Representative working at Delegge Financial Services, LLC in Pleasant Prairie, WI and has over 16 years of experience in the finance industry.

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