AdvisorOS Directory
Claim Profile
Unclaimed Profile
AH

Anthony Joseph Halpin

CHICAGO PARTNERS INVESTMENT GROUP LLC·CHICAGO, Illinois
Series 65Clean record18 years registeredCHICAGO PARTNERS INVESTMENT GROUP LLC
1 NORTH WACKER DRIVE, CHICAGO, IL 60606CRD# 5097026Firm CRD# 147662

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Anthony Joseph Halpin · CHICAGO, IL
Registration
CRD #5097026 · CHICAGO PARTNERS INVESTMENT GROUP LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

CHICAGO PARTNERS INVESTMENT GROUP LLC
Jan 2022 – present
CHICAGO PARTNERS INVESTMENT GROUP LLC
Jan 2009 – Dec 2021
CHICAGO, IL
THE MOSAIC FINANCIAL GROUP, LLC
Jan 2008 – Jan 2009
CHICAGO, IL
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 11, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CHICAGO PARTNERS INVESTMENT GROUP LLC
CRD 147662 · SEC 801-69500
AUM
$4.6B
Regulatory assets under management
Employees
45
6,933 client accounts
Services offered by CHICAGO PARTNERS INVESTMENT GROUP LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at CHICAGO PARTNERS INVESTMENT GROUP LLC →
Introduction

Speak with Anthony

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Anthony is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CHICAGO?

Browse all registered financial advisors in CHICAGO, Illinois or claim this profile if it's yours.

Browse CHICAGO AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Anthony Joseph Halpin offer?
Anthony Joseph Halpin specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.
What are Anthony Joseph Halpin's credentials?
Anthony Joseph Halpin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anthony Joseph Halpin located?
Anthony Joseph Halpin is based in CHICAGO, Illinois, working with CHICAGO PARTNERS INVESTMENT GROUP LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Anthony Joseph Halpin charge for services?
Anthony Joseph Halpin's firm is compensated through percentage of aum, subscription fees, other: roboadvisory offering. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHICAGO PARTNERS INVESTMENT GROUP LLC?
CHICAGO PARTNERS INVESTMENT GROUP LLC has approximately 45 employees and manages $4.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at CHICAGO PARTNERS INVESTMENT GROUP LLC

Nicholas A Guido
CHICAGO, IL
CFP
James Gerard Hagedorn
CHICAGO, IL
Michael Philip O'connor
CHICAGO, IL

More Advisors in CHICAGO, Illinois

Martin Barry Kaplan
MESIROW ADVANCED STRATEGIES INC·CHICAGO, IL
Michael Patrick Savino
DODDA ADVISORY SERVICES·CHICAGO, IL
Chad Morgan Feingold
BDT CAPITAL PARTNERS, LLC·CHICAGO, IL
John William Wimbiscus
TRINITY FINANCIAL ADVISORS LLC·CHICAGO, IL
Thomas Francis Meagher
GROSVENOR CAPITAL MANAGEMENT, L.P.·CHICAGO, IL
Brian B. Musso
TRIAD TRADING, LLC·CHICAGO, IL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Illinois
NAPERVILLE (72)DOWNERS GROVE (62)OAK BROOK (56)NORTHBROOK (52)WHEATON (44)DEERFIELD (42)ROCKFORD (36)EVANSTON (34)SPRINGFIELD (34)BLOOMINGTON (31)
City Guides
NAPERVILLE GuideDOWNERS GROVE GuideOAK BROOK GuideNORTHBROOK GuideWHEATON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
Request removal of this profile