Unclaimed Profile

Ian M Kos

TETLEY INVESTMENTS, LLC·PARK RIDGE, Illinois

Series 65Clean record13 years registeredTETLEY INVESTMENTS, LLC

444 N NORTHWEST HWY., PARK RIDGE, IL 60068CRD# 6119885Firm CRD# 164130

Profile Verification

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

Identity

Ian M Kos · PARK RIDGE, IL

Registration

CRD #6119885 · TETLEY INVESTMENTS, LLC · 13 years registered

Brand Profile

Not yet started

Career History

TETLEY INVESTMENTS, LLC

Sep 2012 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 25, 2012

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TETLEY INVESTMENTS, LLC

CRD 164130 · SEC 801-121491

AUM

$156M

Regulatory assets under management

Employees

517 client accounts

Services offered by TETLEY INVESTMENTS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TETLEY INVESTMENTS, LLC →

Introduction

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Frequently Asked Questions

What services does Ian M Kos offer?

Ian M Kos specializes in Financial Planning, Investment Management. Contact their office in PARK RIDGE, Illinois for a consultation.

What are Ian M Kos's credentials?

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

Where is Ian M Kos located?

Ian M Kos is based in PARK RIDGE, Illinois, working with TETLEY INVESTMENTS, LLC. Their office serves clients in the PARK RIDGE metropolitan area and surrounding communities.

How does Ian M Kos charge for services?

Ian M Kos's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TETLEY INVESTMENTS, LLC?

TETLEY INVESTMENTS, LLC has approximately 3 employees and manages $156M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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