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600 Vine Street Suite 2100, Cincinnati, OH 45202-2466 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2020-12-02 |
Branch Locations
150 S. Wacker Drive Suite 3050, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lodestar Investment Counsel, Llc | Chicago | IL | 01/1991 | 06/2019 |
| Bartlett Wealth Management | Chicago | IL | 06/2019 | Present |
1.) Village of Winnetka; Not investment-related; 510 Green Bay Road, Winnetka IL 60093; Village Governance; Village President; start date 05/06/2025; 10-20 hours per month; 2 hours per month during trading hours; various governance responsibilities 2.) Arbor Vitae Partners LLC; Investment-Related; 585 Arbor Vitae Rd; Private Family Investment Account, all private investments; Partner ; start date 12/31/2020; 10 hours or less; 0 hours during trading hours; Managing private investment account
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 1990-08-06 |
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