Jacqueline
Runnberg
River Street Advisors, LLC
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About this Advisor
Jacqueline Runnberg is a certified financial planner operating out of Aurora, Illinois with a total of 8 years of relevant experience. Runnberg is on the advisory team at River Street Advisors, LLC. Over the course of their career, they have held roles at Old Second National Bank and River Street Advisors, LLC. Runnberg maintains Series 63 and Series 66 licenses, designating them as a securities agent, and is registered to operate in Illinois and Texas. River Street Advisors, LLC is an advisory company based in Aurora, IL. It has offices in four locations and a total of 12 people on staff. It controls $205 million in assets across its 652 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. The firm advises two charitable organizations. Of its 652 customer accounts, 19% belong to high-net-worth investors who have at least $1 million in assets available to invest. The business provides a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management typically depend on which services are offered. However, fee types charged by River Street Advisors, LLC likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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River Street Advisors, LLC Brokerage Details
$204,601,868
12
652
$313,807
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Jacqueline Runnberg Work History
Jacqueline has been registered as a financial advisor for 8 years.*
River Street Advisors, LLC
Old Second National 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 Jacqueline Runnberg 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 River Street Advisors, LLC
Aurora, IL
Aurora, IL
Aurora, IL
Aurora, IL
Aurora, IL
Aurora, IL
Aurora, IL
Aurora, 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.
