Uhlmann Investment Management, L.L.C

Investment Advisor
in Skokie, IL

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About this Advisor

Michael Dunne is a financial advisor who works in Skokie, Illinois with 1 year of relevant experience. Dunne currently works for Uhlmann Investment Management, L.L.C. Dunne has gained experience at Forest Securities, Inc, Quegh Ke Holdings, Inc, Native Tribal Alliance, LLC and Avellino Financial Advisors, Inc. Dunne maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in Illinois. Uhlmann Investment Management, L.L.C is an advisory firm that has its headquarters in Skokie, IL. The company has a total of 11 employees. It manages $164 million in total assets between its 360 accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 360 client accounts, 53% belong to high-net-worth investors who have more than $1 million in investable assets. Uhlmann Investment Management, L.L.C provides a set of services, such as portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules depend on the type of services provided. However, fees charged by Uhlmann Investment Management, L.L.C typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

5202 Old Orchard Road Suite 250
Skokie, IL 60077

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Uhlmann Investment Management, L.L.C Brokerage Details

Total Assets Under Management


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


IL Average: 44
Total Number of Accounts


IL Average: 2,564
Average Account Size


IL Average: $2,603,165

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Michael Dunne Work History

Michael has been registered as a financial advisor for 1 years.*

2013 - Present (11 years)

Avellino Financial Advisors, Inc

2012 - Present (12 years)

Quegh Ke Holdings, Inc

2012 - Present (12 years)

Native Tribal Alliance, LLC

2012 - 2020 (8 years)

Forest Securities, 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.


Please visit the SEC profile of Michael Dunne 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 Uhlmann Investment Management, L.L.C

James Kozak
Skokie, IL
Glenn Schwalje
Skokie, IL
William Lillwitz
Skokie, IL
Gordon Fallone
Mill Valley, CA
Terry Finkel
Skokie, IL
Michael Dunne
Skokie, IL
Patrick Lauderdale
Skokie, IL
Lawrence Doody
Skokie, 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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