Unclaimed Profile

William Joseph Jr Crain

BMO HARRIS FINANCIAL ADVISORS, INC·CHICAGO, Illinois

SIE, Series 2, Series 4, Series 18, Series 24, Series 27, Series 53, Series 63Clean recordBMO HARRIS FINANCIAL ADVISORS, INC

115 S LASALLE STREET, CHICAGO, IL 60603CRD# 1442590Firm CRD# 137115

Profile Verification

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

Identity

William Joseph Jr Crain · CHICAGO, IL

Registration

CRD #1442590 · BMO HARRIS FINANCIAL ADVISORS, INC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 2

Series 4

Series 18

Series 24

Series 27

Series 53

Series 63

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BMO HARRIS FINANCIAL ADVISORS, INC

CRD 137115 · SEC 801-64847

AUM

$5.1B

Regulatory assets under management

Employees

17,043 client accounts

Services offered by BMO HARRIS FINANCIAL ADVISORS, INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BMO HARRIS FINANCIAL ADVISORS, INC →

Introduction

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Frequently Asked Questions

What services does William Joseph Jr Crain offer?

William Joseph Jr Crain specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in CHICAGO, Illinois for a consultation.

What are William Joseph Jr Crain's credentials?

William Joseph Jr Crain is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Joseph Jr Crain located?

William Joseph Jr Crain is based in CHICAGO, Illinois, working with BMO HARRIS FINANCIAL ADVISORS, INC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does William Joseph Jr Crain charge for services?

William Joseph Jr Crain'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 BMO HARRIS FINANCIAL ADVISORS, INC?

BMO HARRIS FINANCIAL ADVISORS, INC has approximately 35 employees and manages $5.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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