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Janna Lee Sampson

OAKBROOK INVESTMENTS LLC·LISLE, Illinois
Unclaimed Profile
2300 CABOT DRIVE, LISLE, IL 60532-4616CRD# 4363994Firm CRD# 108003
01

About

Janna Lee Sampson is a registered financial advisor based in LISLE, Illinois, affiliated with OAKBROOK INVESTMENTS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
OAKBROOK INVESTMENTS LLC
OAKBROOK INVESTMENTS
AUM
$520M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at OAKBROOK INVESTMENTS LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4363994
Firm CRD# 108003
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Janna Lee Sampson offer?
Janna Lee Sampson specializes in Investment Management, Wealth Management. Contact their office in LISLE, Illinois for a consultation.
What are Janna Lee Sampson's credentials?
Janna Lee Sampson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Janna Lee Sampson located?
Janna Lee Sampson is based in LISLE, Illinois, working with OAKBROOK INVESTMENTS LLC. Their office serves clients in the LISLE metropolitan area and surrounding communities.
How does Janna Lee Sampson charge for services?
Janna Lee Sampson's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OAKBROOK INVESTMENTS LLC?
OAKBROOK INVESTMENTS LLC has approximately 12 employees and manages $520M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LISLE
Sean Thomas Sebold — SEBOLD CAPITAL MANAGEMENT, INCKristopher Charles Kessler — CHICAGO CAPITAL MANAGEMENT ADVISORS, LLCJeffery Brian Harper — OPUS WEALTH PARTNERS, LLCBruce Rudolph Albelda — GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLCWilliam Belden — AMPLIFY INVESTMENTS LLC
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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