Michelle L Pecyna

Employer firm

Rockefeller Financial LLC CRD 291361

$99.6B regulatory AUM 223 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 11/2008 → 03/2021
  Whitnell & Co.
  Oak Brook, IL
• 02/2002 → Present
  Midtown Athletic Club
  Willowbrook, IL
• 06/2019 → 03/2021
  Associated Trust Company
  Green Bay, WI
• 03/2021 → Present
  Rockefeller & Co
  Oak Brook, IL

Previous Registrations

• 2014-06-16 → 2021-03-15
  Whitnell & Co
  Oak Brook, IL

Other Businesses

Associated Trust Company, N.A., 815 N. Water St., Milwaukee, WI 53202; Is Investment-Related; Investment management fiduciary, administrative & trust services; Wealth Relationship Manager, Vice President; Started 4/29/2019; 10 hours per month, 10 during trading hours; Portfolio management, financial planning and investment advisory services, and client meetings.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-06-16

Designations

• Certified Financial Planner