Unclaimed Profile

John Rolla Dragstrem

COYLE FINANCIAL COUNSEL, LLC·GLENVIEW, Illinois

Series 7, Series 66Clean record21 years registeredCOYLE FINANCIAL COUNSEL, LLC

2700 PATRIOT BLVD., GLENVIEW, IL 60026CRD# 1490940Firm CRD# 110593

Profile Verification

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

Identity

John Rolla Dragstrem · GLENVIEW, IL

Registration

CRD #1490940 · COYLE FINANCIAL COUNSEL, LLC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: COYLE FINANCIAL COUNSEL, LLC

COYLE FINANCIAL COUNSEL, LLC

Dec 2015 – Nov 2021

GLENVIEW, IL

WHEATON WEALTH PARTNERS, LLC

May 2010 – Feb 2016

WHEATON, IL

MCDONNELL INVESTMENT MANAGEMENT, LLC

Apr 2007 – May 2010

OAK BROOK, IL

FINANCIAL OUTFITTERS

Sep 2004 – Apr 2007

NAPERVILLE, IL

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · September 8, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COYLE FINANCIAL COUNSEL, LLC

CRD 110593 · SEC 801-17378

AUM

$823M

Regulatory assets under management

Employees

2,282 client accounts

Services offered by COYLE FINANCIAL COUNSEL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at COYLE FINANCIAL COUNSEL, LLC →

Introduction

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Frequently Asked Questions

What services does John Rolla Dragstrem offer?

John Rolla Dragstrem specializes in Financial Planning, Investment Management, Wealth Management.

What are John Rolla Dragstrem's credentials?

John Rolla Dragstrem is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Rolla Dragstrem located?

John Rolla Dragstrem is based in GLENVIEW, Illinois, last registered with COYLE FINANCIAL COUNSEL, LLC.

How does John Rolla Dragstrem charge for services?

John Rolla Dragstrem's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COYLE FINANCIAL COUNSEL, LLC?

COYLE FINANCIAL COUNSEL, LLC has approximately 22 employees and manages $823M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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