Mesirow Financial Investment Management, Inc.

Mesirow Financial Investment Management, Inc. (CRD# 111135) is a financial advisory firm headquartered in Chicago, IL. They manage $19,401,249,455 in 10,047 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    19,401
    MILLION
  • Total Number of Accounts
    10,047
    ACCOUNTS
  • Average Account Value
    $1,931,049
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

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

Financial Advisors at Mesirow Financial Investment Management, Inc.
Showing 1 - 10 of 116 top financial advisors.
1
Darren S. Feld
CRD#: 4297121
353 N. Clark St, Chicago, IL 60654
96
Wealthminder
score

Darren Feld (CRD# 4297121) is an Investment Advisor Representative working at Mesirow Financial Investment Management, Inc. in Chicago, IL and has over 17 years of experience in the finance industry.

2
Leo Harmon
CRD#: 2538962
353 N. Clark St, Chicago, IL 60654
96
Wealthminder
score

Leo Harmon (CRD# 2538962) is an Investment Advisor Representative working at Mesirow Financial Investment Management, Inc. in Chicago, IL and has over 23 years of experience in the finance industry.

3
Joseph P. Hoffman
CRD#: 2733639
353 N. Clark St, Chicago, IL 60654
96
Wealthminder
score

Joseph Hoffman (CRD# 2733639) is an Investment Advisor Representative working at Mesirow Financial Investment Management, Inc. in Chicago, IL and has over 21 years of experience in the finance industry.

4
Eric M. Jacobsohn
CRD#: 4570866
353 N. Clark St, Chicago, IL 60654
96
Wealthminder
score

Eric Jacobsohn (CRD# 4570866) is an Investment Advisor Representative working at Mesirow Financial Investment Management, Inc. in Chicago, IL and has over 15 years of experience in the finance industry.

5
Gregg M. Lunceford
CRD#: 5032503
353 N. Clark St, Chicago, IL 60654
96
Wealthminder
score

Gregg Lunceford (CRD# 5032503) is an Investment Advisor Representative working at Mesirow Financial Investment Management, Inc. in Chicago, IL and has over 12 years of experience in the finance industry. Gregg Lunceford 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.

6
John L. Nelson
CRD#: 4159868
353 N. Clark St, Chicago, IL 60654
96
Wealthminder
score

John Nelson (CRD# 4159868) is an Investment Advisor Representative working at Mesirow Financial Investment Management, Inc. in Chicago, IL and has over 18 years of experience in the finance industry.

7
Mark E. Newlin
CRD#: 2453636
353 N. Clark St, Chicago, IL 60654
96
Wealthminder
score

Mark Newlin (CRD# 2453636) is an Investment Advisor Representative working at Mesirow Financial Investment Management, Inc. in Chicago, IL and has over 24 years of experience in the finance industry.

8
Lloyd J. Spicer
CRD#: 2889708
353 N. Clark St, Chicago, IL 60654
96
Wealthminder
score

Lloyd Spicer (CRD# 2889708) is an Investment Advisor Representative working at Mesirow Financial Investment Management, Inc. in Chicago, IL and has over 20 years of experience in the finance industry.

9
Scott F. Tucker
CRD#: 5546252
353 N. Clark St, Chicago, IL 60654
96
Wealthminder
score

Scott Tucker (CRD# 5546252) is an Investment Advisor Representative working at Mesirow Financial Investment Management, Inc. in Chicago, IL and has over 7 years of experience in the finance industry.

10
Eric J. Welt
CRD#: 2431260
353 N. Clark St, Chicago, IL 60654
96
Wealthminder
score

Eric Welt (CRD# 2431260) is an Investment Advisor Representative working at Mesirow Financial Investment Management, Inc. in Chicago, IL and has over 23 years of experience in the finance industry.

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