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Mia Lynne Carlson Erickson

WHITNELL & CO·OAK BROOK, Illinois
Unclaimed Profile
701 HARGER ROAD, OAK BROOK, IL 60523-1489CRD# 2864638Firm CRD# 104633
01

About

Mia Lynne Carlson Erickson is a registered financial advisor based in OAK BROOK, Illinois, affiliated with WHITNELL & CO. 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
WHITNELL & CO
WHITNELL & CO
AUM
$1.2B
Regulatory assets under management
Employees
25
Total firm employees
View all advisors at WHITNELL & CO →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2864638
Firm CRD# 104633
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mia Lynne Carlson Erickson offer?
Mia Lynne Carlson Erickson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OAK BROOK, Illinois for a consultation.
What are Mia Lynne Carlson Erickson's credentials?
Mia Lynne Carlson Erickson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mia Lynne Carlson Erickson located?
Mia Lynne Carlson Erickson is based in OAK BROOK, Illinois, working with WHITNELL & CO. Their office serves clients in the OAK BROOK metropolitan area and surrounding communities.
How does Mia Lynne Carlson Erickson charge for services?
Mia Lynne Carlson Erickson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WHITNELL & CO?
WHITNELL & CO has approximately 25 employees and manages $1.2B 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)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)DOWNERS GROVE (83)
City Guides
CHICAGO GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON GuideDOWNERS GROVE Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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