Unclaimed Profile

Kristin Marie Halleran

PLEXUS FINANCIAL SERVICES, LLC·DEER PARK, Illinois

Clean recordPLEXUS FINANCIAL SERVICES, LLC

21805 FIELD PARKWAY, DEER PARK, IL 60010CRD# 4726430Firm CRD# 153132

Profile Verification

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

Identity

Kristin Marie Halleran · DEER PARK, IL

Registration

CRD #4726430 · PLEXUS FINANCIAL SERVICES, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kristin Marie Halleran is a registered financial advisor based in DEER PARK, Illinois, affiliated with PLEXUS FINANCIAL SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

PLEXUS FINANCIAL SERVICES, LLC

AUM

—

Regulatory assets under management

Employees

Total firm employees

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Services

Publication of periodicals/newsletters

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Commissions

Regulatory

SEC/IARD CRD# 4726430

Firm CRD# 153132

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Frequently Asked Questions

What services does Kristin Marie Halleran offer?

Kristin Marie Halleran is a registered financial advisor in DEER PARK, Illinois. Contact their office for details on services offered.

What are Kristin Marie Halleran's credentials?

Kristin Marie Halleran is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kristin Marie Halleran located?

Kristin Marie Halleran is based in DEER PARK, Illinois, working with PLEXUS FINANCIAL SERVICES, LLC. Their office serves clients in the DEER PARK metropolitan area and surrounding communities.

How does Kristin Marie Halleran charge for services?

Kristin Marie Halleran's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PLEXUS FINANCIAL SERVICES, LLC?

PLEXUS FINANCIAL SERVICES, LLC has approximately 8 employees. The firm is registered with the SEC as an investment adviser.

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