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Michael D Zeier

Cibc Private Wealth Advisors, Inc.

Chicago, IL

CRD 5397670

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Employer firm

Cibc Private Wealth Advisors, Inc. CRD 109644

$67.8B regulatory AUM 2,160 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Cibc Private Wealth Advisors, Inc.

181 West Madison Street 36Th Floor, Chicago, IL 60602 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2025-10-01
IN RA APPROVED 2023-04-05
AZ RA APPROVED 2023-03-31
IA RA APPROVED 2023-02-17
WI RA APPROVED 2023-02-17
TX RA APPROVED 2022-11-28
IL RA APPROVED 2015-04-16
  • LA RA
    APPROVED
    Since 2025-10-01
  • IN RA
    APPROVED
    Since 2023-04-05
  • AZ RA
    APPROVED
    Since 2023-03-31
  • IA RA
    APPROVED
    Since 2023-02-17
  • WI RA
    APPROVED
    Since 2023-02-17
  • TX RA
    APPROVED
    Since 2022-11-28
  • IL RA
    APPROVED
    Since 2015-04-16

Branch Locations

181 West Madison Street 36Th Floor, Chicago, IL 60602 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
At Investment Advisers, Inc. Chicago IL 05/2014 Present
  • 05/2014 → Present
    At Investment Advisers, Inc.
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-04-16
  • S65 Uniform Investment Adviser Law Examination
    2015-04-16

View on SEC IAPD

Nearby Firms

BROWNSON, REHMUS & FOXWORTH, INC.
PFINGSTEN PARTNERS, L.L.C.
GUGGENHEIM FUNDS DISTRIBUTORS, LLC

Nearby Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN

Nearby Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL

More in Chicago, IL

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