Unclaimed Profile

Robert Marvin Legan

WHITNELL & CO·OAK BROOK, Illinois

Clean record18 years registeredWHITNELL & CO

701 HARGER ROAD, OAK BROOK, IL 60523-1489CRD# 5552941Firm CRD# 104633

Profile Verification

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

Identity

Robert Marvin Legan · OAK BROOK, IL

Registration

CRD #5552941 · WHITNELL & CO · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WHITNELL & CO

WHITNELL & CO

Aug 2012 – Mar 2021

OAK BROOK, IL

MPS-LORIA FINANCIAL PLANNERS,LLC

Jun 2008 – Jul 2012

BURR RIDGE, IL

Registrations & Exams

Registration record

First registered · June 23, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WHITNELL & CO

CRD 104633 · SEC 801-36433

AUM

$1.2B

Regulatory assets under management

Employees

1,418 client accounts

Services offered by WHITNELL & CO

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WHITNELL & CO →

Introduction

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Frequently Asked Questions

What services does Robert Marvin Legan offer?

Robert Marvin Legan specializes in Financial Planning, Investment Management, Wealth Management.

What are Robert Marvin Legan's credentials?

Robert Marvin Legan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Marvin Legan located?

Robert Marvin Legan is based in OAK BROOK, Illinois, last registered with WHITNELL & CO.

How does Robert Marvin Legan charge for services?

Robert Marvin Legan'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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