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Daniel Joseph Toledo

Chicago Partners Investment Group LLC

Chicago, IL

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Current Employers
Chicago Partners Investment Group Llc

1 North Wacker Drive Suite 4075, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2022-01-13
  • IL RA
    APPROVED
    Since 2022-01-13

Branch Locations

1 North Wacker Drive Suite 4075, Chicago, IL 60606 • 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
Chicago Partners Investment Group, Llc Chicago IL 09/2013 Present
Retirewise Cfp Chicago IL 12/2022 03/2023
Previous Registrations
  • 2022-12-15 → 2023-03-02
    Retirewise Cfp
    Tysons Corner, VA
    Chicago, IL
  • 2014-07-10 → 2021-12-31
    Chicago Partners Investment Group Llc
    Chicago, IL
  • 2009-07-30 → 2009-12-10
    Waddell & Reed
    Savage, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-07-29
  • S66 Uniform Combined State Law Examination
    2009-07-29
Designations
Other Names
  • Daniel Joseph Toledo
  • Dan Toledo
  • Daniel J Toledo

View on SEC IAPD

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Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

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