Unclaimed Profile

Kristie Lee Lewis

DEARBORN PARTNERS L.L.C.·CHICAGO, Illinois

SIE, Series 7, Series 63, Series 66Clean record10 years registeredDEARBORN PARTNERS L.L.C.

200 W MADISON ST, CHICAGO, IL 60606CRD# 1597790Firm CRD# 108147

Profile Verification

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

Identity

Kristie Lee Lewis · CHICAGO, IL

Registration

CRD #1597790 · DEARBORN PARTNERS L.L.C. · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: DEARBORN PARTNERS L.L.C.

ROBERT W. BAIRD & CO. INCORPORATED

May 2016 – Jan 2019

STURGEON BAY, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · May 10, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DEARBORN PARTNERS L.L.C.

CRD 108147 · SEC 801-54279

AUM

$3.8B

Regulatory assets under management

Employees

4,516 client accounts

Services offered by DEARBORN PARTNERS L.L.C.

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at DEARBORN PARTNERS L.L.C. →

Introduction

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Frequently Asked Questions

What services does Kristie Lee Lewis offer?

Kristie Lee Lewis specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are Kristie Lee Lewis's credentials?

Kristie Lee Lewis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kristie Lee Lewis located?

Kristie Lee Lewis is based in CHICAGO, Illinois, last registered with DEARBORN PARTNERS L.L.C..

How does Kristie Lee Lewis charge for services?

Kristie Lee Lewis'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 DEARBORN PARTNERS L.L.C.?

DEARBORN PARTNERS L.L.C. has approximately 25 employees and manages $3.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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