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Ellen Shayman Rogin

STRATEGIC FINANCIAL DESIGNS, INC.·NORTHFIELD, Illinois
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1780 ASH STREET, NORTHFIELD, IL 60093CRD# 1725128Firm CRD# 122898
01

About

Ellen Shayman Rogin is a registered financial advisor based in NORTHFIELD, Illinois, affiliated with STRATEGIC FINANCIAL DESIGNS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
STRATEGIC FINANCIAL DESIGNS, INC.
STRATEGIC FINANCIAL DESIGNS, INC.
AUM
$65M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at STRATEGIC FINANCIAL DESIGNS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: THIRD PARTY ADVISORY FEES
Regulatory
SEC/IARD CRD# 1725128
Firm CRD# 122898
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Ellen Shayman Rogin offer?
Ellen Shayman Rogin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NORTHFIELD, Illinois for a consultation.
What are Ellen Shayman Rogin's credentials?
Ellen Shayman Rogin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ellen Shayman Rogin located?
Ellen Shayman Rogin is based in NORTHFIELD, Illinois, working with STRATEGIC FINANCIAL DESIGNS, INC.. Their office serves clients in the NORTHFIELD metropolitan area and surrounding communities.
How does Ellen Shayman Rogin charge for services?
Ellen Shayman Rogin's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third party advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STRATEGIC FINANCIAL DESIGNS, INC.?
STRATEGIC FINANCIAL DESIGNS, INC. has approximately 1 employees and manages $65M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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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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