Unclaimed Profile

Wiley D Angell

ZIEGLER CAPITAL MANAGEMENT, LLC·CHICAGO, Illinois

Series 65Clean record30 years registeredZIEGLER CAPITAL MANAGEMENT, LLC

30 SOUTH WACKER DRIVE, CHICAGO, IL 60606CRD# 2621261Firm CRD# 309195

Profile Verification

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

Identity

Wiley D Angell · CHICAGO, IL

Registration

CRD #2621261 · ZIEGLER CAPITAL MANAGEMENT, LLC · 30 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ZIEGLER CAPITAL MANAGEMENT, LLC

ZCM

May 2020 – Nov 2023

CLAYTON, MO

ZIEGLER CAPITAL MANAGEMENT, LLC

Jun 2015 – Jun 2020

CLAYTON, MO

FIDUCIARY ASSET MANAGEMENT LLC

Oct 1995 – Jun 2015

SAINT LOUIS, MO

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 25, 1995

Years registered · 30

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ZIEGLER CAPITAL MANAGEMENT, LLC

CRD 309195 · SEC 801-118813

AUM

$6.6B

Regulatory assets under management

Employees

1,486 client accounts

Services offered by ZIEGLER CAPITAL MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at ZIEGLER CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Wiley D Angell offer?

Wiley D Angell specializes in Investment Management, Retirement Planning, Wealth Management.

What are Wiley D Angell's credentials?

Wiley D Angell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Wiley D Angell located?

Wiley D Angell is based in CHICAGO, Illinois, last registered with ZIEGLER CAPITAL MANAGEMENT, LLC.

How does Wiley D Angell charge for services?

Wiley D Angell's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ZIEGLER CAPITAL MANAGEMENT, LLC?

ZIEGLER CAPITAL MANAGEMENT, LLC has approximately 53 employees and manages $6.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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