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Stephen Joseph Wlodarski

MCDONNELL INVESTMENT MANAGEMENT, LLC·OAKBROOK TERRACE, Illinois
Unclaimed Profile
18W140 BUTTERFIELD ROAD, OAKBROOK TERRACE, IL 60181CRD# 1772411Firm CRD# 166176
01

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.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
MCDONNELL INVESTMENT MANAGEMENT, LLC
MCDONNELL INVESTMENT MANAGEMENT, LLC
AUM
$11.7B
Regulatory assets under management
Employees
50
Total firm employees
View all advisors at MCDONNELL INVESTMENT MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1772411
Firm CRD# 166176
1 disclosure on file
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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Other advisors in OAKBROOK TERRACE
Christopher Lee Oswald — MCDONNELL INVESTMENT MANAGEMENT, LLCPaul Jerome Carter — MCDONNELL INVESTMENT MANAGEMENT, LLCPeter Lydon Clerkin — MCDONNELL INVESTMENT MANAGEMENT, LLCBarbara Jean Best — CAPITAL STRATEGIES INVESTMENT GROUP LLCJeffrey Steven Weglarz — GOLDSTONE FINANCIAL GROUP, LLC
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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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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