Unclaimed Profile

Kathryn Ann Vorisek

MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC.·CHICAGO, Illinois

Series 65Clean record8 years registeredMESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC.

353 N. CLARK STREET, CHICAGO, IL 60654CRD# 1339815Firm CRD# 319065

Profile Verification

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

Identity

Kathryn Ann Vorisek · CHICAGO, IL

Registration

CRD #1339815 · MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC. · 8 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC.

MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC.

Jul 2022 – Mar 2025

Sarasota, FL

MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.

Dec 2017 – Mar 2025

Sarasota, FL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · December 5, 2017

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC.

CRD 319065 · SEC 801-123569

AUM

$1.2B

Regulatory assets under management

Employees

27 client accounts

Services offered by MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC.

Per Form ADV

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Kathryn Ann Vorisek offer?

Kathryn Ann Vorisek specializes in Retirement Planning, Wealth Management, Fee-Only Advisory.

What are Kathryn Ann Vorisek's credentials?

Kathryn Ann Vorisek is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kathryn Ann Vorisek located?

Kathryn Ann Vorisek is based in CHICAGO, Illinois, last registered with MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC..

How does Kathryn Ann Vorisek charge for services?

Kathryn Ann Vorisek's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC.?

MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC. has approximately 16 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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