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Elizabeth Marie Tractenberg

FIRST MIDWEST SECURITIES, INC.·BLOOMINGTON, Illinois
SIE, Series 27, Series 99TOClean recordFIRST MIDWEST SECURITIES, INC.
207 W. JEFFERSON STREET, BLOOMINGTON, IL 61701-3969CRD# 4577334Firm CRD# 21786

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Elizabeth Marie Tractenberg · BLOOMINGTON, IL
Registration
CRD #4577334 · FIRST MIDWEST SECURITIES, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 27
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
FIRST MIDWEST SECURITIES, INC.
CRD 21786 · SEC 801-67749
AUM
$169M
Regulatory assets under management
Employees
9
498 client accounts
Services offered by FIRST MIDWEST SECURITIES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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04

Frequently Asked Questions

What services does Elizabeth Marie Tractenberg offer?
Elizabeth Marie Tractenberg specializes in Financial Planning, Investment Management. Contact their office in BLOOMINGTON, Illinois for a consultation.
What are Elizabeth Marie Tractenberg's credentials?
Elizabeth Marie Tractenberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Elizabeth Marie Tractenberg located?
Elizabeth Marie Tractenberg is based in BLOOMINGTON, Illinois, working with FIRST MIDWEST SECURITIES, INC.. Their office serves clients in the BLOOMINGTON metropolitan area and surrounding communities.
How does Elizabeth Marie Tractenberg charge for services?
Elizabeth Marie Tractenberg's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIRST MIDWEST SECURITIES, INC.?
FIRST MIDWEST SECURITIES, INC. has approximately 9 employees and manages $169M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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