John
Roessler

Kovitz Investment Group Partners, LLC

CRD#4670496
Investment Advisor
in Chicago, IL

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About this Advisor

John Roessler is a certified financial planner based in Chicago, Illinois with 5 years of relevant experience. Roessler is an employee of Kovitz Investment Group Partners, LLC. During their career, the advisor has held roles at Firstwave Financial Inc (Formerly Cpa Wealth Management Svcs), Kovitz Investment Group Partners, LLC, Kovitz Securities, LLC, Bkd Wealth Advisors and Budros, Ruhlin & Roe, Inc. Roessler holds a Series 63 license, qualifying them as a securities agent, and is approved to work in Illinois. Kovitz Investment Group Partners, LLC is a financial advisory firm that has its headquarters in Chicago, IL. The company has offices in seven locations and a total of 92 financial advisors. It handles $7 billion in assets under management across its 6,927 client accounts, placing it among the largest firms in the United States by assets under management. The firm advises 42 charitable organizations. Of its 6,927 accounts, 58% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Kovitz Investment Group Partners, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. Fees charged by financial advisors are based on which service is offered. However, fee types billed by Kovitz Investment Group Partners, LLC most likely include any combination of asset-based, fixed, performance-based and other fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Subscription Fees, Fixed Fees, Performance-based Fees, Others

Office Location

71 S Wacker Drive Suite 1860
Chicago, IL 60606

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Kovitz Investment Group Partners, LLC Brokerage Details

Total Assets Under Management

$7,293,644,752

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

92

IL Average: 44
Total Number of Accounts

6,927

IL Average: 2,564
Average Account Size

$1,052,930

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

John Roessler Work History

John has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Kovitz Investment Group Partners, LLC

2018 - Present (6 years)

Kovitz Securities, LLC

2015 - 2017 (2 years)

Firstwave Financial Inc (Formerly Cpa Wealth Management Svcs)

2014 - 2015 (1 year)

Bkd Wealth Advisors

1997 - 2014 (17 years)

Budros, Ruhlin & Roe, Inc

*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 John Roessler 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 Kovitz Investment Group Partners, LLC

Mitchell Hamer
Chicago, IL
Joel Hunter
Chicago, IL
Zachary Tart
Aliso Viejo, CA
Michael Marciszewski
Chicago, IL
Jesse Stumpf
Chicago, IL
William Lee
Chicago, IL
Kendall Navin
Chicago, IL
Geoffrey Brown
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.

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