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Kelly Jo Pargman

BSC PRIVATE WEALTH MANAGEMENT, LLC·ELGIN, Illinois
Unclaimed Profile
1752 CAPITAL STREET, ELGIN, IL 60124CRD# 5126259Firm CRD# 139886
01

About

Kelly Jo Pargman is a registered financial advisor based in ELGIN, Illinois, affiliated with BSC PRIVATE WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CLEARWATER CAPITAL ADVISORS, LLC
CLEARWATER CAPITAL PARTNERS
AUM
$1.2B
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at CLEARWATER CAPITAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5126259
Firm CRD# 139886
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kelly Jo Pargman offer?
Kelly Jo Pargman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ELGIN, Illinois for a consultation.
What are Kelly Jo Pargman's credentials?
Kelly Jo Pargman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kelly Jo Pargman located?
Kelly Jo Pargman is based in ELGIN, Illinois, working with BSC PRIVATE WEALTH MANAGEMENT, LLC. Their office serves clients in the ELGIN metropolitan area and surrounding communities.
How does Kelly Jo Pargman charge for services?
Kelly Jo Pargman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BSC PRIVATE WEALTH MANAGEMENT, LLC?
BSC PRIVATE WEALTH MANAGEMENT, LLC has approximately 18 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ELGIN
Pauline Joy Staab — BSC PRIVATE WEALTH MANAGEMENT, LLCSteven Dewayne Garrels — BSC PRIVATE WEALTH MANAGEMENT, LLCLynn Marie Schmidt — MERITUS CAPITAL MANAGEMENT, INC.Anthony Joseph Czechorski — MERITUS CAPITAL MANAGEMENT, INC.
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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