Wintrust Investments
Wintrust Investments (CRD# 875) is a financial advisory firm headquartered in Chicago, IL. They manage $14,417,827,726 in 10,969 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management14,418MILLION
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Total Number of Accounts10,969ACCOUNTS
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Average Account Value$1,314,416
- 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
Joseph Vitale (CRD# 2443426) is an Investment Advisor Representative working at Wintrust Investments in Chicago, IL and has over 30 years of experience in the finance industry.
Daniel Volk (CRD# 3182976) is an Investment Advisor Representative working at Wintrust Investments in Chicago, IL and has over 25 years of experience in the finance industry.
Bradford Walker (CRD# 2963026) is an Investment Advisor Representative working at Wintrust Investments in Northfield, IL and has over 26 years of experience in the finance industry.
Jean Wangard (CRD# 1491693) is an Investment Advisor Representative working at Wintrust Investments in Chicago, IL and has over 21 years of experience in the finance industry.
Jeffrey Wangard (CRD# 1282818) is an Investment Advisor Representative working at Wintrust Investments in Chicago, IL and has over 39 years of experience in the finance industry.
Elizabeth Whipple (CRD# 6238725) is an Investment Advisor Representative working at Wintrust Investments in Chicago, IL and has over 10 years of experience in the finance industry.
Lori Willis (CRD# 2890398) is an Investment Advisor Representative working at Wintrust Investments in Chicago, IL and has over 26 years of experience in the finance industry.
Karen Wobken (CRD# 5019181) is an Investment Advisor Representative working at Wintrust Investments in Chicago, IL and has over 17 years of experience in the finance industry.
Ethan Albers (CRD# 7337933) is an Investment Advisor Representative working at Wintrust Investments in Chicago, IL and has 1 year of experience in the finance industry.
Dominick Allen (CRD# 7029027) is an Investment Advisor Representative working at Wintrust Investments in Chicago, IL and has over 2 years of experience in the finance industry.