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Kelly Morgan Macdonald

Chicago Partners Investment Group LLC

La Grange, IL

Chicago, IL

CRD 8019302

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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:

Current Employers
Chicago Partners Investment Group Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-03-15
  • IL RA
    APPROVED
    Since 2025-03-15

Branch Locations

La Grange, IL • United States

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
Stonex Chicago IL 05/2019 08/2019
University Of Illinois At Urbana-Champaign Champaign IL 08/2017 06/2021
Aon Chicago IL 06/2021 11/2024
Chicago Partners Investment Group Chicago IL 12/2024 Present
Lyons Township High School La Grange IL 08/2013 06/2017
Max Aquatics Mccook IL 06/2017 08/2017
  • 05/2019 → 08/2019
    Stonex
    Chicago, IL
  • 08/2017 → 06/2021
    University Of Illinois At Urbana-Champaign
    Champaign, IL
  • 06/2021 → 11/2024
    Aon
    Chicago, IL
  • 12/2024 → Present
    Chicago Partners Investment Group
    Chicago, IL
  • 08/2013 → 06/2017
    Lyons Township High School
    La Grange, IL
  • 06/2017 → 08/2017
    Max Aquatics
    Mccook, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-14
  • S65 Uniform Investment Adviser Law Examination
    2025-03-14

View on SEC IAPD

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