Unclaimed Profile

Stephen Joseph Wlodarski

MCDONNELL INVESTMENT MANAGEMENT, LLC·OAKBROOK TERRACE, Illinois

MCDONNELL INVESTMENT MANAGEMENT, LLC

18W140 BUTTERFIELD ROAD, OAKBROOK TERRACE, IL 60181CRD# 1772411Firm CRD# 166176

Profile Verification

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

Identity

Stephen Joseph Wlodarski · OAKBROOK TERRACE, IL

Registration

CRD #1772411 · MCDONNELL INVESTMENT MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Stephen Joseph Wlodarski is a registered financial advisor based in OAKBROOK TERRACE, Illinois, affiliated with MCDONNELL INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Institutional Investors

Introduction

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Firm Overview

Firm

MCDONNELL INVESTMENT MANAGEMENT, LLC

AUM

$11.7B

Regulatory assets under management

Employees

Total firm employees

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Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Other

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 1772411

Firm CRD# 166176

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Stephen Joseph Wlodarski offer?

Stephen Joseph Wlodarski specializes in Investment Management, Wealth Management. Contact their office in OAKBROOK TERRACE, Illinois for a consultation.

What are Stephen Joseph Wlodarski's credentials?

Stephen Joseph Wlodarski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephen Joseph Wlodarski located?

Stephen Joseph Wlodarski is based in OAKBROOK TERRACE, Illinois, working with MCDONNELL INVESTMENT MANAGEMENT, LLC. Their office serves clients in the OAKBROOK TERRACE metropolitan area and surrounding communities.

How does Stephen Joseph Wlodarski charge for services?

Stephen Joseph Wlodarski's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MCDONNELL INVESTMENT MANAGEMENT, LLC?

MCDONNELL INVESTMENT MANAGEMENT, LLC has approximately 50 employees and manages $11.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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