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Current Employers
Bartlett & Co. Wealth Management Llc

600 Vine Street Suite 2100, Cincinnati, OH 45202-2466 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-10-29
  • IL RA
    APPROVED
    Since 2024-10-29

Branch Locations

150 South Wacker Drive Suite 3050, 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
The Colony Group, Llc Boston MA 05/2024 10/2024
Kabouter Management Llc Chicago IL 11/2021 05/2024
Aon Chicago IL 06/2019 11/2021
Nwq Investment Management/Nuveen Los Angeles CA 03/2016 06/2019
Bartlett & Co. Wealth Management, Llc Chicago IL 10/2024 Present
  • 05/2024 → 10/2024
    The Colony Group, Llc
    Boston, MA
  • 11/2021 → 05/2024
    Kabouter Management Llc
    Chicago, IL
  • 06/2019 → 11/2021
    Aon
    Chicago, IL
  • 03/2016 → 06/2019
    Nwq Investment Management/Nuveen
    Los Angeles, CA
  • 10/2024 → Present
    Chicago, IL
Previous Registrations
Designations
Other Names
  • Connie A Brummer

View on SEC IAPD

Other Firms

Other Investors

Other Offices

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