Wintrust Investments

Wintrust Investments (CRD# 875) is a financial advisory firm headquartered in Chicago, IL. They manage $9,173,536,593 in 8,648 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    9,174
    MILLION
  • Total Number of Accounts
    8,648
    ACCOUNTS
  • Average Account Value
    $1,060,770
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
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Wintrust Investments
Showing 1 - 10 of 147 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 15 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 24 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 13 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 15 years of experience in the finance industry.

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 35 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 38 years of experience in the finance industry.

7
Spencer T. Beckmann
CRD#: 6606521
14-22 East Hanover, New Baden, IL 62265

Spencer Beckmann (CRD# 6606521) is an Investment Advisor Representative working at Wintrust Investments in New Baden, IL and has over 4 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 15 years of experience in the finance industry.

9
Todd A. Bessey
CRD#: 2562979
4049 West Algonquin Road, Algonquin, IL 60102

Todd Bessey (CRD# 2562979) is an Investment Advisor Representative working at Wintrust Investments in Algonquin, IL and has over 25 years of experience in the finance industry.

10
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 13 years of experience in the finance industry.

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