Mgp Wealth Management, LLC

Mgp Wealth Management, LLC (CRD# 150315) is a financial advisory firm headquartered in Oak Brook, IL. They manage $174,200,000 in 151 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    174
    MILLION
  • Total Number of Accounts
    151
    ACCOUNTS
  • Average Account Value
    $1,153,642
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
  • 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.

IL

Financial Advisors at Mgp Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Morgan G. Pearsall
CRD#: 2266263
800 Enterprise Drive, Suite 212, Oak Brook, IL 60523
96
Wealthminder
score

Morgan Pearsall (CRD# 2266263) is an Investment Advisor Representative working at Mgp Wealth Management, LLC in Oak Brook, IL and has over 24 years of experience in the finance industry. Morgan Pearsall 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.

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