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Donal Brendan Falls

Geowealth Management LLC

Chicago, IL

CRD 6184844

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Employer firm

Geowealth Management LLC CRD 148222

$17.6B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
Geowealth Management Llc

444 N. Michigan Avenue Suite 3150, Chicago, IL 60611 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2017-01-13
  • IL RA
    APPROVED
    Since 2017-01-13

Branch Locations

444 N. Michigan Avenue Suite 3150, Chicago, IL 60611 • 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
Falls Mechanical Insulation Hickory Hills IL 07/2005 Present
Geowealth Management Llc Chicago IL 01/2017 Present
Frontier Wealth Management Chicago IL 01/2009 12/2016
  • 07/2005 → Present
    Falls Mechanical Insulation
    Hickory Hills, IL
  • 01/2017 → Present
    Geowealth Management Llc
    Chicago, IL
  • 01/2009 → 12/2016
    Frontier Wealth Management
    Chicago, IL
Previous Registrations
Other Businesses

Per4mai - Board Member and Investor - 2 hours per month - no compensation - start date: 1/1/2022 Alsip Partners, LLC - Industrial rental property

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-08-14
  • S65 Uniform Investment Adviser Law Examination
    2013-08-14

View on SEC IAPD

Nearby Firms

BROWNSON, REHMUS & FOXWORTH, INC.
PFINGSTEN PARTNERS, L.L.C.
GUGGENHEIM FUNDS DISTRIBUTORS, LLC

Nearby Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN

Nearby Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL

More in Chicago, IL

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