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Joshua Adam Vick

Chicago Partners Investment Group LLC

Chicago, IL

CRD 7521823

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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 2023-08-16
  • IL RA
    APPROVED
    Since 2023-08-16

Branch Locations

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
University Of North Dakota Grand Forks ND 08/2014 01/2019
Target Corporation Grand Forks ND 01/2019 08/2019
Beltmann Relocation Roseville MN 11/2019 12/2021
Chicago Partners Investment Group Llc Chicago IL 01/2022 Present
  • 08/2014 → 01/2019
    University Of North Dakota
    Grand Forks, ND
  • 01/2019 → 08/2019
    Target Corporation
    Grand Forks, ND
  • 11/2019 → 12/2021
    Beltmann Relocation
    Roseville, MN
  • 01/2022 → Present
    Chicago Partners Investment Group Llc
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-16
  • S65 Uniform Investment Adviser Law Examination
    2023-08-16

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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