Uhlmann Investment Management, LLC

Uhlmann Investment Management, LLC (CRD# 118025) is a financial advisory firm headquartered in Chicago, IL. They manage $56,000,000 in 173 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    56
    MILLION
  • Total Number of Accounts
    173
    ACCOUNTS
  • Average Account Value
    $323,699
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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.

AZ, IL

Financial Advisors at Uhlmann Investment Management, LLC
Showing 1 - 10 of 18 top financial advisors.
1
Vernon K. Armour
CRD#: 2183439
141 W. Jackson, Suite 1340 A, Chicago, IL 60604
93
Wealthminder
score

Vernon Armour (CRD# 2183439) is an Investment Advisor Representative working at Uhlmann Investment Management, LLC in Chicago, IL and has over 26 years of experience in the finance industry.

2
James D. Baer
CRD#: 9936
141 W. Jackson Blvd., Suite 1340a, Chicago, IL 60604
93
Wealthminder
score

James Baer (CRD# 9936) is an Investment Advisor Representative working at Uhlmann Investment Management, LLC in Chicago, IL and has over 17 years of experience in the finance industry.

3
Byron A. Brook
CRD#: 730606
141 W. Jackson, Suite 1340 A, Chicago, IL 60604
93
Wealthminder
score

Byron Brook (CRD# 730606) is an Investment Advisor Representative working at Uhlmann Investment Management, LLC in Chicago, IL and has over 31 years of experience in the finance industry.

4
Michael C. Dillon
CRD#: 2028225
141 W. Jackson, Suite 1340 A, Chicago, IL 60604
93
Wealthminder
score

Michael Dillon (CRD# 2028225) is an Investment Advisor Representative working at Uhlmann Investment Management, LLC in Chicago, IL and has over 26 years of experience in the finance industry.

5
Lawrence M. Doody
CRD#: 1634742
141 W. Jackson, Suite 1340 A, Chicago, IL 60604
93
Wealthminder
score

Lawrence Doody (CRD# 1634742) is an Investment Advisor Representative working at Uhlmann Investment Management, LLC in Chicago, IL and has over 31 years of experience in the finance industry.

6
Terry M. Finkel
CRD#: 1453583
141 W. Jackson, Suite 1340 A, Chicago, IL 60604
93
Wealthminder
score

Terry Finkel (CRD# 1453583) is an Investment Advisor Representative working at Uhlmann Investment Management, LLC in Chicago, IL and has over 32 years of experience in the finance industry.

7
Alan R. Konn
CRD#: 1406973
141 W. Jackson, Suite 1340 A, Chicago, IL 60604
93
Wealthminder
score

Alan Konn (CRD# 1406973) is an Investment Advisor Representative working at Uhlmann Investment Management, LLC in Chicago, IL and has over 32 years of experience in the finance industry.

8
Denise M. Poling
CRD#: 2519433
141 W. Jackson, Suite 1340 A, Chicago, IL 60604
93
Wealthminder
score

Denise Poling (CRD# 2519433) is an Investment Advisor Representative working at Uhlmann Investment Management, LLC in Chicago, IL and has over 23 years of experience in the finance industry.

9
John P. Dillon
CRD#: 6155081
141 W. Jackson, Suite 1340 A, Chicago, IL 60604
87
Wealthminder
score

John Dillon (CRD# 6155081) is an Investment Advisor Representative working at Uhlmann Investment Management, LLC in Chicago, IL and has 1 year of experience in the finance industry.

10
John C. Fichera
CRD#: 2613679
141 W. Jackson, Suite 1340 A, Chicago, IL 60604
81
Wealthminder
score

John Fichera (CRD# 2613679) is an Investment Advisor Representative working at Uhlmann Investment Management, LLC in Chicago, IL and has over 17 years of experience in the finance industry.

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