Unclaimed Profile

Jeffery Paul Wallem

WALLEM ASSOCIATES, INC.·LOVES PARK, Illinois

Clean recordWALLEM ASSOCIATES, INC.

6144 EAST RIVERSIDE BOULEVARD, LOVES PARK, IL 61111CRD# 2454400Firm CRD# 326880

Profile Verification

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

Identity

Jeffery Paul Wallem · LOVES PARK, IL

Registration

CRD #2454400 · WALLEM ASSOCIATES, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jeffery Paul Wallem is a registered financial advisor based in LOVES PARK, Illinois, affiliated with WALLEM ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

WALLEM ASSOCIATES, INC.

AUM

$107M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WALLEM ASSOCIATES, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2454400

Firm CRD# 326880

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Frequently Asked Questions

What services does Jeffery Paul Wallem offer?

Jeffery Paul Wallem specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LOVES PARK, Illinois for a consultation.

What are Jeffery Paul Wallem's credentials?

Jeffery Paul Wallem is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffery Paul Wallem located?

Jeffery Paul Wallem is based in LOVES PARK, Illinois, working with WALLEM ASSOCIATES, INC.. Their office serves clients in the LOVES PARK metropolitan area and surrounding communities.

How does Jeffery Paul Wallem charge for services?

Jeffery Paul Wallem's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WALLEM ASSOCIATES, INC.?

WALLEM ASSOCIATES, INC. has approximately 2 employees and manages $107M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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