Daniel
Volk
Wintrust Investments LLC
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About this Advisor
Daniel Volk is a financial advisor operating out of Chicago, Illinois with a total of 14 years of industry experience. Volk is currently employed by Wintrust Investments LLC. Throughout their career, they have worked at Chase Investment Services Corp, Merrill Lynch and Wayne Hummer Investments. Volk maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Illinois and Wisconsin. Wintrust Investments LLC is a financial advisory business based in Chicago, IL. It has offices in 76 locations and a total of 171 financial advisors. It controls $14 billion in total assets between its 10,787 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides financial advice to 75 charities and foundations. Of its 10,787 client accounts, 31% are associated with high-net-worth individuals who have at least $1 million in investable assets. The advisory firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules vary depending on the services provided. Fee types charged by Wintrust Investments LLC most likely are comprised of 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
Daniel Volk Work History
Daniel has been registered as a financial advisor for 14 years.*
Wayne Hummer Investments
Merrill Lynch
Chase Investment Services Corp
*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 Daniel Volk 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 Wintrust Investments
Lansing, IL
Winnetka, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Elm Grove, WI
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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