Unclaimed Profile

Jason M Uthe

INVESTMENT CONSULTING SERVICES, LLC·OAK BROOK, Illinois

Clean recordINVESTMENT CONSULTING SERVICES, LLC

2215 YORK ROAD, OAK BROOK, IL 60523CRD# 4336693Firm CRD# 122064

Profile Verification

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

Identity

Jason M Uthe · OAK BROOK, IL

Registration

CRD #4336693 · INVESTMENT CONSULTING SERVICES, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jason M Uthe is a registered financial advisor based in OAK BROOK, Illinois, affiliated with INVESTMENT CONSULTING SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

INVESTMENT CONSULTING SERVICES, LLC

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at INVESTMENT CONSULTING SERVICES, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Subscription fees

Other: POOLED EMPLOYER PLAN CLIENTS-ASSET BASED FEES

Regulatory

SEC/IARD CRD# 4336693

Firm CRD# 122064

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Frequently Asked Questions

What services does Jason M Uthe offer?

Jason M Uthe specializes in Financial Planning, Investment Management. Contact their office in OAK BROOK, Illinois for a consultation.

What are Jason M Uthe's credentials?

Jason M Uthe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jason M Uthe located?

Jason M Uthe is based in OAK BROOK, Illinois, working with INVESTMENT CONSULTING SERVICES, LLC. Their office serves clients in the OAK BROOK metropolitan area and surrounding communities.

How does Jason M Uthe charge for services?

Jason M Uthe's firm is compensated through percentage of aum, subscription fees, other: pooled employer plan clients-asset based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INVESTMENT CONSULTING SERVICES, LLC?

INVESTMENT CONSULTING SERVICES, LLC has approximately 3 employees. The firm is registered with the SEC as an investment adviser.

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