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John R Willis

WILLIS STEIN & PARTNERS MANAGEMENT III, L.L.C.·NORTHBROOK, Illinois
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1033 SKOKIE BOULEVARD, NORTHBROOK, IL 60062CRD# 5175803Firm CRD# 160637
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About

John R Willis is a registered financial advisor based in NORTHBROOK, Illinois, affiliated with WILLIS STEIN & PARTNERS MANAGEMENT III, L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
WILLIS STEIN & PARTNERS MANAGEMENT III, L.L.C.
WILLIS STEIN & PARTNERS MANAGEMENT III, L.L.C.
AUM
$124M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at WILLIS STEIN & PARTNERS MANAGEMENT III, L.L.C. →
Services
Pension consulting
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Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5175803
Firm CRD# 160637
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does John R Willis offer?
John R Willis specializes in Retirement Planning. Contact their office in NORTHBROOK, Illinois for a consultation.
What are John R Willis's credentials?
John R Willis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John R Willis located?
John R Willis is based in NORTHBROOK, Illinois, working with WILLIS STEIN & PARTNERS MANAGEMENT III, L.L.C.. Their office serves clients in the NORTHBROOK metropolitan area and surrounding communities.
How does John R Willis charge for services?
John R Willis'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 WILLIS STEIN & PARTNERS MANAGEMENT III, L.L.C.?
WILLIS STEIN & PARTNERS MANAGEMENT III, L.L.C. is a registered investment adviser with the SEC, managing $124M in regulatory assets under management. See their Form ADV for full details.
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Other Advisors at WILLIS STEIN & PARTNERS MANAGEMENT III, L.L.C.

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Avy Howard Stein
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