Edward A Cheatham

Employer firm

Captrust CRD 175112

$1.24T regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 03/2016 → 03/2019
  Rcm Wealth Advisors
  Chicago, IL
• 03/2019 → 05/2020
  Lakeside Wealth Management Group, Llc
  Chesterton, IN
• 05/2020 → Present
  Capfinancial Partners, Llc. (Captrust)
  Raleigh, NC

Previous Registrations

• 2019-03-13 → 2020-06-30
  Lakeside Wealth Management Group, Llc
  Lisle, IL
  Chesterton, IN
• 2016-03-07 → 2019-04-04
  Rcm Wealth Advisors
  Chicago, IL
• 2015-06-24 → 2016-04-04
  Heritage Wealth Management, Llc
  Palatine, IL
• 2015-01-09 → 2016-02-29
  B. Riley Wealth Management
  Palatine, IL
  Chicago, IL
• 2012-07-13 → 2015-01-16
  Principal Securities, Inc.
  Downers Grove, IL

Exams

• S66 Uniform Combined State Law Examination
  2012-07-11
• S63 Uniform Securities Agent State Law Examination
  2012-02-08

Designations

• Certified Financial Planner

Other Names

• Edward Alan Cheatham