Unclaimed Profile

Kelly Lavieri Palmer

ZUCKERMAN INVESTMENT GROUP, LLC·CHICAGO, Illinois

Clean recordZUCKERMAN INVESTMENT GROUP, LLC

155 NORTH WACKER DRIVE, CHICAGO, IL 60606CRD# 7147243Firm CRD# 137785

Profile Verification

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

Identity

Kelly Lavieri Palmer · CHICAGO, IL

Registration

CRD #7147243 · ZUCKERMAN INVESTMENT GROUP, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kelly Lavieri Palmer is a registered financial advisor based in CHICAGO, Illinois, affiliated with ZUCKERMAN INVESTMENT GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

ZUCKERMAN INVESTMENT GROUP, LLC

ZUCKERMAN INVESTMENT GROUP

AUM

$1.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at ZUCKERMAN INVESTMENT GROUP, LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Market timing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 7147243

Firm CRD# 137785

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kelly Lavieri Palmer offer?

Kelly Lavieri Palmer specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in CHICAGO, Illinois for a consultation.

What are Kelly Lavieri Palmer's credentials?

Kelly Lavieri Palmer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kelly Lavieri Palmer located?

Kelly Lavieri Palmer is based in CHICAGO, Illinois, working with ZUCKERMAN INVESTMENT GROUP, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does Kelly Lavieri Palmer charge for services?

Kelly Lavieri Palmer's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ZUCKERMAN INVESTMENT GROUP, LLC?

ZUCKERMAN INVESTMENT GROUP, LLC has approximately 18 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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