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Carolyn Elaine Raden

KOVITZ INVESTMENT GROUP PARTNERS, LLC·CHICAGO, Illinois
Series 27Clean recordKOVITZ INVESTMENT GROUP PARTNERS, LLC
71 S WACKER DRIVE, CHICAGO, IL 60606CRD# 6407657Firm CRD# 282241

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Carolyn Elaine Raden · CHICAGO, IL
Registration
CRD #6407657 · KOVITZ INVESTMENT GROUP PARTNERS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 27
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
KOVITZ INVESTMENT GROUP PARTNERS, LLC
CRD 282241 · SEC 801-107054
AUM
$11.3B
Regulatory assets under management
Employees
392
11,848 client accounts
Services offered by KOVITZ INVESTMENT GROUP PARTNERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at KOVITZ INVESTMENT GROUP PARTNERS, LLC →
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Frequently Asked Questions

What services does Carolyn Elaine Raden offer?
Carolyn Elaine Raden specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.
What are Carolyn Elaine Raden's credentials?
Carolyn Elaine Raden is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carolyn Elaine Raden located?
Carolyn Elaine Raden is based in CHICAGO, Illinois, working with KOVITZ INVESTMENT GROUP PARTNERS, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Carolyn Elaine Raden charge for services?
Carolyn Elaine Raden's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees, performance-based fees, other: revenue sharing on eligible credit and cash management solutions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KOVITZ INVESTMENT GROUP PARTNERS, LLC?
KOVITZ INVESTMENT GROUP PARTNERS, LLC has approximately 392 employees and manages $11.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at KOVITZ INVESTMENT GROUP PARTNERS, LLC

Mark Christopher Rosland
CHICAGO, IL
Patrick Benjamin Wiese
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Research
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