Nancy
Anderson
Mesirow Financial Investment Management, Inc
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About this Advisor
Nancy Anderson is a financial advisor operating out of Chicago, Illinois who has 22 years of relevant experience. Anderson currently works for Mesirow Financial Investment Management, Inc. They have spent their whole career at Mesirow Financial Investment Management, Inc. Anderson maintains Series 63 and Series 66 licenses, designating them as a securities broker, and is registered to operate in Illinois. Mesirow Financial Investment Management, Inc is a financial advisory company that has its headquarters in Chicago, IL. The firm has offices in 14 locations and a total of 197 employees. It manages $43 billion in assets under management among its 13,079 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 20 charities and foundations. The firm performs a broad set of services, including 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, pension consulting services and selection of other advisers. Financial management fee schedules usually are based on the type of services. However, fee types billed by Mesirow Financial Investment Management, Inc likely are comprised of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mesirow Financial Investment Management, Inc Brokerage Details
$43,288,550,000
197
13,079
$3,309,775
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
- Pension consulting services
- Selection of other advisers
Nancy Anderson Work History
Nancy has been registered as a financial advisor for 22 years.*
Mesirow Financial, 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 Nancy Anderson 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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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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