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).
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Total Assets Under Management13,553MILLION
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Total Number of Accounts10,787ACCOUNTS
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Average Account Value$1,256,412
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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
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.
Philip Bandle (CRD# 2802520) is an Investment Advisor Representative working at Wintrust Investments in Chicago, IL and has over 26 years of experience in the finance industry.
Kristin Beal (CRD# 5378384) is an Investment Advisor Representative working at Wintrust Investments in Chicago, IL and has over 15 years of experience in the finance industry.
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.
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.
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.
Spencer Beckmann (CRD# 6606521) is an Investment Advisor Representative working at Wintrust Investments in Swansea, IL and has over 7 years of experience in the finance industry.
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.
Mark Bianchi (CRD# 5326494) is an Investment Advisor Representative working at Wintrust Investments in Chicago, IL and has over 15 years of experience in the finance industry.
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.