Paul
Sommerstad

Cerity Partners Retirement Plan Advisors

CRD#6896849
Investment Advisor
in Chicago, IL

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About this Advisor

Paul Sommerstad is a financial advisor based in Chicago, Illinois, working with Cerity Partners Retirement Plan Advisors. Paul has previously held positions at Blue Prairie Group, LLC and Cerity Partners Retirement Plan Advisors LLC. Paul has passed the Series 65 regulatory exam and is registered to provide services in Illinois and Texas. Currently, Paul is part of Cerity Partners Retirement Plan Advisors, which operates out of Chicago, Illinois. The firm has 17 offices and 69 employees. The firm manages assets totaling $16.2 billion and offers services including pension consulting services and other services. The fee structure at Cerity Partners Retirement Plan Advisors includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Pension consulting services, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

320 S. Canal St. 44Th Floor
Chicago, IL 60606

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Cerity Partners Retirement Plan Advisors Brokerage Details

Total Assets Under Management

$16,218,185,103

IL Average: $7,464,549,021
Total Number of Employees

69

IL Average: 88
Total Number of Accounts

601

IL Average: 3,892
Average Account Size

$26,985,333

IL Average: $1,917,921

Investment Advisory Services

  • Pension consulting services
  • Other

Paul Sommerstad Work History

2019 - Present (5 years)

Cerity Partners Retirement Plan Advisors LLC

2013 - 2019 (6 years)

Blue Prairie Group, LLC

Disclosures

Please visit the SEC profile of Paul Sommerstad 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 Cerity Partners Retirement Plan Advisors

Melanie Ross
Chicago, IL
Paul Sommerstad
Chicago, IL
Ty Parrish
Chicago, IL
Constantine Mulligan
New York, NY
Patrick Fischbach
Chicago, IL
Andres Terronez
Chicago, IL
Christopher Arotin
Los Angeles, CA
Larry Adams
New York, NY

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