Steven
Schenker

Great Lakes Advisors, LLC

CRD#2368195
Investment Advisor
in Chicago, IL

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About this Advisor

Steven Schenker is a financial advisor who works out of Chicago, Illinois with a total of 15 years of relevant experience. Schenker is an employee of Great Lakes Advisors, LLC. They have spent their entire employment at Great Lakes Advisors, Llc. Schenker has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Illinois. Great Lakes Advisors, LLC is a financial advisory firm operating out of Chicago, IL. The firm has offices in four locations and a total of 92 advisors. It oversees $15 billion in total assets between its 4,521 client accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 147 charities and foundations. Of its 4,521 client accounts, just 7% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Great Lakes Advisors, LLC offers a number of services, such as 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 and selection of other advisers. Fees charged by financial advisors largely depend on the services provided. Fee types billed by Great Lakes Advisors, LLC most likely are comprised of asset-based, fixed, performance-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

15 years

Services Offered

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, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees, Others

Office Location

231 S. Lasalle Street 4Th Floor
Chicago, IL 60604

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Great Lakes Advisors, LLC Brokerage Details

Total Assets Under Management

$15,383,713,931

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

92

IL Average: 44
Total Number of Accounts

4,521

IL Average: 2,564
Average Account Size

$3,402,724

IL Average: $2,603,165

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
  • Selection of other advisers

Steven Schenker Work History

Steven has been registered as a financial advisor for 15 years.*

2008 - Present (16 years)

Wayne Hummer Asset Management

*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 Steven Schenker 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 Great Lakes Advisors, LLC

Thomas Erdmier
Chicago, IL
Ronee Greazel
Chicago, IL
Christy Coon
Chicago, IL
Charles Dillon
Chicago, IL
Richard Rokus
Chicago, IL
Bruce Ebel
Chicago, IL
Patrick Morrissey
Chicago, IL
Steven Schenker
Chicago, 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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