AdvisorOS Directory
Claim Profile
Unclaimed Profile
PZ

Philip Lee Ziesemer

ELKHORN INVESTMENTS, LLC·CHICAGO, Illinois
Series 27Clean recordELKHORN INVESTMENTS, LLC
845 W WASHINGTON BLVD, CHICAGO, IL 60607CRD# 6236611Firm CRD# 168198

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Philip Lee Ziesemer · CHICAGO, IL
Registration
CRD #6236611 · ELKHORN INVESTMENTS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 27
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ELKHORN INVESTMENTS, LLC
CRD 168198 · SEC 801-78482
AUM
$238M
Regulatory assets under management
Employees
5
5 client accounts
Services offered by ELKHORN INVESTMENTS, LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
View all advisors at ELKHORN INVESTMENTS, LLC →
Introduction

Speak with Philip

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Philip is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CHICAGO?

Browse all registered financial advisors in CHICAGO, Illinois or claim this profile if it's yours.

Browse CHICAGO AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Philip Lee Ziesemer offer?
Philip Lee Ziesemer specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.
What are Philip Lee Ziesemer's credentials?
Philip Lee Ziesemer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Philip Lee Ziesemer located?
Philip Lee Ziesemer is based in CHICAGO, Illinois, working with ELKHORN INVESTMENTS, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Philip Lee Ziesemer charge for services?
Philip Lee Ziesemer'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 ELKHORN INVESTMENTS, LLC?
ELKHORN INVESTMENTS, LLC has approximately 5 employees and manages $238M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at ELKHORN INVESTMENTS, LLC

Benjamin Thomas Fulton
CHICAGO, IL

More Advisors in CHICAGO, Illinois

Martin Barry Kaplan
MESIROW ADVANCED STRATEGIES INC·CHICAGO, IL
Michael Patrick Savino
DODDA ADVISORY SERVICES·CHICAGO, IL
Chad Morgan Feingold
BDT CAPITAL PARTNERS, LLC·CHICAGO, IL
John William Wimbiscus
TRINITY FINANCIAL ADVISORS LLC·CHICAGO, IL
Thomas Francis Meagher
GROSVENOR CAPITAL MANAGEMENT, L.P.·CHICAGO, IL
Brian B. Musso
TRIAD TRADING, LLC·CHICAGO, IL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Illinois
NAPERVILLE (72)DOWNERS GROVE (62)OAK BROOK (56)NORTHBROOK (52)WHEATON (44)DEERFIELD (42)ROCKFORD (36)EVANSTON (34)SPRINGFIELD (34)BLOOMINGTON (31)
City Guides
NAPERVILLE GuideDOWNERS GROVE GuideOAK BROOK GuideNORTHBROOK GuideWHEATON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
Request removal of this profile