Jacqueline
Runnberg

River Street Advisors, LLC

CRD#2000466
Investment Advisor
in Aurora, IL

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About this Advisor

Jacqueline Runnberg is a financial advisor based in Aurora, Illinois, working with River Street Advisors, LLC. Jacqueline has previously held positions at Old Second National Bank and River Street Advisors, LLC. Jacqueline has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Illinois and Texas. Currently, Jacqueline is part of River Street Advisors, LLC, which operates out of Aurora, Illinois. The firm has 4 offices and 12 employees. The firm manages assets totaling $316.2 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at River Street Advisors, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

37 S. River Street
Aurora, IL 60506

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River Street Advisors, LLC Brokerage Details

Total Assets Under Management

$316,223,077

IL Average: $6,674,516,078
Total Number of Employees

12

IL Average: 44
Total Number of Accounts

754

IL Average: 2,564
Average Account Size

$419,394

IL Average: $2,603,165

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

2015 - Present (9 years)

River Street Advisors, LLC

2012 - Present (12 years)

Old Second National Bank

Created with Highcharts 6.0.7

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

Travis Buoy
Aurora, IL
Yamilet Suarez
Aurora, IL
Amy Lynch
Aurora, IL
Jacqueline Runnberg
Aurora, IL
Steven Meves
Aurora, IL
Richard Gartelmann
Aurora, IL
Bradley Johnson
Villa Park, IL
Christopher Laporta
Villa Park, IL

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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