Unclaimed Profile

Julie Ellen Vander Weele

FIDUCIENT ADVISORS LLC·CHICAGO, Illinois

Series 7, Series 8, Series 52, Series 63, Series 65Clean record28 years registeredFIDUCIENT ADVISORS LLC

500 W MADISON STREET, CHICAGO, IL 60661-4593CRD# 1072092Firm CRD# 106720

Profile Verification

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

Identity

Julie Ellen Vander Weele · CHICAGO, IL

Registration

CRD #1072092 · FIDUCIENT ADVISORS LLC · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FIDUCIENT ADVISORS LLC

RMB CAPITAL MANAGEMENT

Jul 2014 – Dec 2019

CHICAGO, IL

MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.

Jan 2007 – Oct 2013

CHICAGO, IL

MESIROW FINANCIAL, INC.

Jan 1998 – Dec 2009

HIGHLAND PARK, IL

Registrations & Exams

FINRA examinations passed

Series 7

Series 8

Series 52

Series 63

Series 65

Registration record

First registered · January 3, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIDUCIENT ADVISORS LLC

CRD 106720 · SEC 801-48820

AUM

$55.9B

Regulatory assets under management

Employees

218

1,094 client accounts

Services offered by FIDUCIENT ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

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

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FIDUCIENT ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Julie Ellen Vander Weele offer?

Julie Ellen Vander Weele specializes in Financial Planning, Investment Management, Wealth Management.

What are Julie Ellen Vander Weele's credentials?

Julie Ellen Vander Weele is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Julie Ellen Vander Weele located?

Julie Ellen Vander Weele is based in CHICAGO, Illinois, last registered with FIDUCIENT ADVISORS LLC.

How does Julie Ellen Vander Weele charge for services?

Julie Ellen Vander Weele's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIDUCIENT ADVISORS LLC?

FIDUCIENT ADVISORS LLC has approximately 218 employees and manages $55.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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