Unclaimed Profile

Michael Norman Loukas

TRUEMARK INVESTMENTS, LLC·CHICAGO, Illinois

Series 4, Series 7, Series 24, Series 31, Series 63, Series 65Clean record21 years registeredTRUEMARK INVESTMENTS, LLC

433 W. VAN BUREN STREET, CHICAGO, IL 60607CRD# 2707992Firm CRD# 306600

Profile Verification

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

Identity

Michael Norman Loukas · CHICAGO, IL

Registration

CRD #2707992 · TRUEMARK INVESTMENTS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TRUEMARK INVESTMENTS, LLC

WAVEFRONT CAPITAL

Apr 2014 – Oct 2017

SAN FRANCISCO, CA

KELMOORE INVESTMENT CO INC

May 2005 – Sep 2005

PALO ALTO, CA

Registrations & Exams

FINRA examinations passed

Series 4

Series 7

Series 24

Series 31

Series 63

Series 65

Registration record

First registered · May 16, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRUEMARK INVESTMENTS, LLC

CRD 306600 · SEC 801-117961

AUM

$243M

Regulatory assets under management

Employees

17 client accounts

Services offered by TRUEMARK INVESTMENTS, LLC

Per Form ADV

Portfolio management (pooled investments)

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at TRUEMARK INVESTMENTS, LLC →

Introduction

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Frequently Asked Questions

What services does Michael Norman Loukas offer?

Michael Norman Loukas specializes in Investment Management, Fee-Only Advisory.

What are Michael Norman Loukas's credentials?

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

Where is Michael Norman Loukas located?

Michael Norman Loukas is based in CHICAGO, Illinois, last registered with TRUEMARK INVESTMENTS, LLC.

How does Michael Norman Loukas charge for services?

Michael Norman Loukas'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 TRUEMARK INVESTMENTS, LLC?

TRUEMARK INVESTMENTS, LLC has approximately 3 employees and manages $243M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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