Wintrust Investments

Wintrust Investments (CRD# 875) is a financial advisory firm headquartered in Chicago, IL. They manage $13,552,913,247 in 10,787 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    13,553
    MILLION
  • Total Number of Accounts
    10,787
    ACCOUNTS
  • Average Account Value
    $1,256,412
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
  • 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
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Wintrust Investments
Showing 1 - 10 of 143 top financial advisors.
1
Nazinina F. Azwoir
CRD#: 4937699
231 South Lasalle Street, 13th Floor, Chicago, IL 60604

Nazinina Azwoir (CRD# 4937699) is an Investment Advisor Representative working at Wintrust Investments in Chicago, IL and has over 18 years of experience in the finance industry.

2
Philip K. Bandle
CRD#: 2802520
231 South Lasalle Street, 13th Floor, Chicago, IL 60604

Philip Bandle (CRD# 2802520) is an Investment Advisor Representative working at Wintrust Investments in Chicago, IL and has over 27 years of experience in the finance industry.

3
Kristin R. Beal
CRD#: 5378384
231 South Lasalle Street, 13th Floor, Chicago, IL 60604

Kristin Beal (CRD# 5378384) is an Investment Advisor Representative working at Wintrust Investments in Chicago, IL and has over 16 years of experience in the finance industry.

4
Jonathan A. Beaver
CRD#: 4905206
245 Waukegan Road, Northfield, IL 60093

Jonathan Beaver (CRD# 4905206) is an Investment Advisor Representative working at Wintrust Investments in Northfield, IL and has over 18 years of experience in the finance industry. Jonathan Beaver 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.

5
Linda C. Becker
CRD#: 1309792
231 South Lasalle Street, 13th Floor, Chicago, IL 60604

Linda Becker (CRD# 1309792) is an Investment Advisor Representative working at Wintrust Investments in Chicago, IL and has over 38 years of experience in the finance industry.

6
Steven R. Becker
CRD#: 817885
231 South Lasalle Street, 13th Floor, Chicago, IL 60604

Steven Becker (CRD# 817885) is an Investment Advisor Representative working at Wintrust Investments in Chicago, IL and has over 41 years of experience in the finance industry.

7
Spencer T. Beckmann
CRD#: 6606521
2610 North Illinois Street, Swansea, IL 62226

Spencer Beckmann (CRD# 6606521) is an Investment Advisor Representative working at Wintrust Investments in Swansea, IL and has over 8 years of experience in the finance industry.

8
Peter M. Bentler
CRD#: 4843886
231 South Lasalle Street, 13th Floor, Chicago, IL 60604

Peter Bentler (CRD# 4843886) is an Investment Advisor Representative working at Wintrust Investments in Chicago, IL and has over 18 years of experience in the finance industry. Peter Bentler 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.

9
Mark A. Bianchi
CRD#: 5326494
231 South Lasalle Street, 13th Floor, Chicago, IL 60604

Mark Bianchi (CRD# 5326494) is an Investment Advisor Representative working at Wintrust Investments in Chicago, IL and has over 16 years of experience in the finance industry.

10
Michelle K. Biondo
CRD#: 2217716
231 South Lasalle Street, 13th Floor, Chicago, IL 60604

Michelle Biondo (CRD# 2217716) is an Investment Advisor Representative working at Wintrust Investments in Chicago, IL and has over 31 years of experience in the finance industry.

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