Michael
Sheets
Wintrust Investments LLC
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About this Advisor
Michael Sheets is a financial advisor based in Morton, Illinois, working with Wintrust Investments LLC. Michael has previously held positions at Wayne Hummer Investments L.L.C and Focused Investments L.L.C. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois. Currently, Michael is part of Wintrust Investments LLC, which operates out of Morton, 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
Michael Sheets Work History
Wayne Hummer Investments L.L.C
Focused Investments L.L.C
Disclosures
Please visit the SEC profile of Michael Sheets 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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