Terry
Finkel

Uhlmann Investment Management, L.L.C

CRD#1453583
Investment Advisor
in Skokie, IL

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About this Advisor

Terry Finkel is a financial advisor who works in Skokie, Illinois with 11 years of industry experience. Finkel currently works for Uhlmann Investment Management, L.L.C. During their career, Finkel has held roles at Uhlmann Price Securities and Uhlmann Investment Management. Finkel has a Series 63 license, certifying them as a securities broker, and can operate in Illinois, North Carolina, Oregon and Wisconsin. Uhlmann Investment Management, L.L.C is a registered investment company operating out of Skokie, IL. The firm has a total of 11 people on staff. It handles $164 million in assets among its 360 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 360 accounts, 53% are associated with high-net-worth clients who have at least $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. Fees charged by financial advisors usually are based on the services offered. Fee types charged by Uhlmann Investment Management, L.L.C typically consist of asset-based fees.

Certifications and Registrations

Series 63

Years Registered*

11 years

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

$163,831,457

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

11

IL Average: 44
Total Number of Accounts

360

IL Average: 2,564
Average Account Size

$455,087

IL Average: $2,603,165

Investment Advisory Services

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

Terry Finkel Work History

Terry has been registered as a financial advisor for 11 years.*

2012 - Present (12 years)

Uhlmann Price Securities

2012 - Present (12 years)

Uhlmann Investment 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 Terry Finkel 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
Gordon Fallone
Mill Valley, CA
William Lillwitz
Skokie, IL
Glenn Schwalje
Skokie, IL
Michael Dunne
Skokie, IL
Terry Finkel
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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