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James Gerard Hagedorn

CHICAGO PARTNERS INVESTMENT GROUP LLC·CHICAGO, Illinois
Clean record22 years registeredCHICAGO PARTNERS INVESTMENT GROUP LLC
1 NORTH WACKER DRIVE, CHICAGO, IL 60606CRD# 4583528Firm CRD# 147662

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Gerard Hagedorn · CHICAGO, IL
Registration
CRD #4583528 · CHICAGO PARTNERS INVESTMENT GROUP LLC · 22 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
Oct 2007 – Jan 2009
CHICAGO, IL
PRICEWATERHOUSECOOPERS INVESTMENT ADVISERS LLC
Nov 2003 – Sep 2007
CHICAGO, IL
02

Registrations & Exams

Registration record
First registered · November 19, 2003
Years registered · 22
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

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05

Frequently Asked Questions

What services does James Gerard Hagedorn offer?
James Gerard Hagedorn specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.
What are James Gerard Hagedorn's credentials?
James Gerard Hagedorn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Gerard Hagedorn located?
James Gerard Hagedorn 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 James Gerard Hagedorn charge for services?
James Gerard Hagedorn'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.
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Other Advisors at CHICAGO PARTNERS INVESTMENT GROUP LLC

Nicholas A Guido
CHICAGO, IL
CFP
Anthony Joseph Halpin
CHICAGO, IL
Michael Philip O'connor
CHICAGO, IL

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Research
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