Katherine
Sullivan
Wintrust Investments LLC
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About this Advisor
Katherine Sullivan is a financial advisor based in Bloomingdale, Illinois, working with Wintrust Investments LLC. Katherine has previously held positions at Wintrust Investments, Community Banks Of Colorado Company/National Bank Holdings, Bloomingdale Bank And Trust/Wintrust, Bmo Harris Bank, Jc Penny Salon, and Valparaiso University. Katherine has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Katherine is part of Wintrust Investments LLC, which operates out of Bloomingdale, Illinois. The firm has 78 offices and 178 employees. The firm manages assets totaling $14.4 billion 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, portfolio management for institutional clients, and selection of other advisers. The fee structure at Wintrust Investments LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wintrust Investments LLC Brokerage Details
$14,417,827,726
178
10,969
$1,314,416
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Katherine Sullivan Work History
Wintrust Investments
Community Banks Of Colorado Company/National Bank Holdings
Community Banks Of Colorado Company/National Bank Holdings
Bloomingdale Bank And Trust/Wintrust
Bmo Harris Bank
Bmo Harris Bank
Jc Penny Salon
Valparaiso University
Disclosures
Please visit the SEC profile of Katherine Sullivan 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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