Janie Catherine Strasser

Employer firm

Chicago Partners Investment Group LLC CRD 147662

$7.47B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• 401K PLAN OPTION REVIEW & MONITORING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/1997 → Present
  Mds Investments, Inc. Dba Ponderosa Wealth Management
  Spokane, WA
• 06/2016 → 02/2018
  Empirical Wealth Management
  Spokane, WA
• 11/2018 → Present
  Chicago Partners Investment Group Llc
  Chicago, IL

Previous Registrations

• 2019-01-08 → 2021-12-31
  Chicago Partners Investment Group Llc
  Spokane, WA
  Prescott, AZ
  Chicago, IL
• 2011-06-07 → 2019-04-01
  Ponderosa Wealth Management
  Prescott, AZ
  Spokane, WA
  Spokane, WA
• 2016-06-15 → 2018-02-06
  Empirical Wealth Management
  Spokane, WA
  Spokane, WA
  Seattle, WA
  Spokane, WA
• 2005-04-06 → 2010-12-31
  Ponderosa Wealth Management
  Spokane, WA
  Prescott, AZ

Designations

• Certified Financial Planner

Other Names

• Janie Catherine Beck