Janie
Strasser
Chicago Partners Investment Group LLC
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About this Advisor
Janie Strasser is a certified financial planner based in Prescott, Arizona with 1 year of industry experience. Strasser is currently employed by Chicago Partners Investment Group LLC. During their career, Strasser has held roles at Mds Investments, Inc Dba Ponderosa Wealth Management, Chicago Partners Investment Group LLC and Empirical Wealth Management. Strasser can advise clients in Montana. Chicago Partners Investment Group LLC is a firm that has its headquarters in Chicago, IL. The firm has offices in six locations and a total of 45 employees. It has $4 billion in assets under management across its 5,599 accounts, making it one of the biggest firms in the United States by assets under management. Of its 5,599 accounts, 22% belong to high-net-worth individuals who have greater than $1 million in assets. Chicago Partners Investment Group LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Fees for financial management depend on the services offered. Fees billed by Chicago Partners Investment Group LLC likely include asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Chicago Partners Investment Group LLC Brokerage Details
$3,646,816,820
45
5,599
$651,334
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Janie Strasser Work History
Janie has been registered as a financial advisor for 1 years.*
Chicago Partners Investment Group LLC
Mds Investments, Inc Dba Ponderosa Wealth Management
Empirical Wealth Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Janie Strasser to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Chicago Partners Investment Group LLC
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
