Unclaimed Profile

Jacqueline Ann Runnberg

RIVER STREET ADVISORS, LLC·AURORA, Illinois

Series 6, Series 7, Series 63, Series 66Clean record22 years registeredRIVER STREET ADVISORS, LLC

37 S. RIVER STREET, AURORA, IL 60506CRD# 2000466Firm CRD# 153537

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jacqueline Ann Runnberg · AURORA, IL

Registration

CRD #2000466 · RIVER STREET ADVISORS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

RIVER STREET ADVISORS, LLC

Aug 2015 – present

BMO HARRIS FINANCIAL ADVISORS, INC

Dec 2005 – Apr 2012

WEST DUNDEE, IL

HARRISDIRECT LLC

Oct 2004 – Dec 2005

CRYSTAL LAKE, IL

SII INVESTMENTS, INC.

Jul 2004 – Nov 2004

BROOKFIELD, WI

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · July 15, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RIVER STREET ADVISORS, LLC

CRD 153537 · SEC 801-119750

AUM

$316M

Regulatory assets under management

Employees

754 client accounts

Services offered by RIVER STREET ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RIVER STREET ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Jacqueline Ann Runnberg offer?

Jacqueline Ann Runnberg specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in AURORA, Illinois for a consultation.

What are Jacqueline Ann Runnberg's credentials?

Jacqueline Ann Runnberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jacqueline Ann Runnberg located?

Jacqueline Ann Runnberg is based in AURORA, Illinois, working with RIVER STREET ADVISORS, LLC. Their office serves clients in the AURORA metropolitan area and surrounding communities.

How does Jacqueline Ann Runnberg charge for services?

Jacqueline Ann Runnberg's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RIVER STREET ADVISORS, LLC?

RIVER STREET ADVISORS, LLC has approximately 12 employees and manages $316M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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