Unclaimed Profile

Colleen (nmn) Chandler

VENNWELL, LLC·LAKE FOREST, Illinois

Series 65Clean record24 years registeredVENNWELL, LLC

550 OAKWOOD AVENUE, LAKE FOREST, IL 60045CRD# 4543643Firm CRD# 120845

Profile Verification

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

Identity

Colleen (nmn) Chandler · LAKE FOREST, IL

Registration

CRD #4543643 · VENNWELL, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VENNWELL, LLC

RMB CAPITAL MANAGEMENT

Jun 2017 – Aug 2018

Lake Forest, IL

VENNWELL, LLC

Jul 2002 – Jun 2017

LAKE FOREST, IL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 3, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VENNWELL, LLC

CRD 120845 · SEC 801-70343

AUM

$245M

Regulatory assets under management

Employees

693 client accounts

Services offered by VENNWELL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VENNWELL, LLC →

Introduction

Speak with Colleen

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Colleen is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in LAKE FOREST?

Browse all registered financial advisors in LAKE FOREST, Illinois or claim this profile if it's yours.

Browse LAKE FOREST Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Colleen (nmn) Chandler offer?

Colleen (nmn) Chandler specializes in Financial Planning, Investment Management.

What are Colleen (nmn) Chandler's credentials?

Colleen (nmn) Chandler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Colleen (nmn) Chandler located?

Colleen (nmn) Chandler is based in LAKE FOREST, Illinois, last registered with VENNWELL, LLC.

How does Colleen (nmn) Chandler charge for services?

Colleen (nmn) Chandler'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 VENNWELL, LLC?

VENNWELL, LLC has approximately 7 employees and manages $245M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →