Unclaimed Profile

Michael James Lafontaine

INSIGHT 2811 INC·CHICAGO, Illinois

Series 7, Series 66Clean record19 years registeredINSIGHT 2811 INC

141 W JACKSON BLVD, CHICAGO, IL 60604CRD# 5142908Firm CRD# 109784

Profile Verification

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

Identity

Michael James Lafontaine · CHICAGO, IL

Registration

CRD #5142908 · INSIGHT 2811 INC · 19 years registered

Brand Profile

Not yet started

Career History

AZA CAPITAL MANAGEMENT

Oct 2009 – present

NRP ADVISORS, INC.

Mar 2008 – Aug 2009

NORTHBROOK, IL

NRP FINANCIAL, INC.

Dec 2006 – Oct 2008

NORTHBROOK, IL

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · December 13, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INSIGHT 2811 INC

CRD 109784 · SEC 801-54428

AUM

$314M

Regulatory assets under management

Employees

890 client accounts

Services offered by INSIGHT 2811 INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INSIGHT 2811 INC →

Introduction

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Frequently Asked Questions

What services does Michael James Lafontaine offer?

Michael James Lafontaine specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.

What are Michael James Lafontaine's credentials?

Michael James Lafontaine is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael James Lafontaine located?

Michael James Lafontaine is based in CHICAGO, Illinois, working with INSIGHT 2811 INC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does Michael James Lafontaine charge for services?

Michael James Lafontaine'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 INSIGHT 2811 INC?

INSIGHT 2811 INC has approximately 9 employees and manages $314M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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