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Kristie Paula Paskvan

MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.·CHICAGO, Illinois
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353 N. CLARK ST, CHICAGO, IL 60654CRD# 2896998Firm CRD# 111135
01

About

Kristie Paula Paskvan is a registered financial advisor based in CHICAGO, Illinois, affiliated with MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.
AUM
$45.2B
Regulatory assets under management
Employees
185
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2896998
Firm CRD# 111135
3 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kristie Paula Paskvan offer?
Kristie Paula Paskvan specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.
What are Kristie Paula Paskvan's credentials?
Kristie Paula Paskvan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kristie Paula Paskvan located?
Kristie Paula Paskvan is based in CHICAGO, Illinois, working with MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Kristie Paula Paskvan charge for services?
Kristie Paula Paskvan's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.?
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. has approximately 185 employees and manages $45.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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