Adrian
Croissant
Wintrust Investments LLC
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About this Advisor
Adrian Croissant is a financial advisor working out of Belleville, Illinois who has 16 years of industry experience. Croissant is an employee of Wintrust Investments LLC. Their career trajectory has included roles at Wayne Hummer Investments L.L.C, Focused Investments LLC and First County Bank. Croissant has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Illinois. Wintrust Investments LLC is an advisory firm operating out of Chicago, IL. It has offices in 76 locations and a total of 171 advisors. It handles $14 billion in assets under management across its 10,787 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 75 charitable organizations. Of its 10,787 client accounts, 31% are held by high-net-worth clients who have more than $1 million in investable assets. The business has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management are based on which services are provided. However, fees charged by Wintrust Investments LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wintrust Investments LLC Brokerage Details
$13,552,913,247
171
10,787
$1,256,412
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Adrian Croissant Work History
Adrian has been registered as a financial advisor for 16 years.*
Wayne Hummer Investments L.L.C
Focused Investments LLC
First County Bank
*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 Adrian Croissant to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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