Barbara Grace Harlan

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2018 → 08/2018
  Hackney's Restaurant
  Glenview, IL
• 06/2018 → 07/2020
  Weiss Ace Hardware
  Glenview, IL
• 08/2020 → 05/2021
  University Of Notre Dame
  Notre Dame, IN
• 06/2021 → 08/2021
  Chicago Partners Investment Group
  Chicago, IL
• 08/2021 → 05/2022
  University Of Notre Dame
  Notre Dame, IN
• 07/2022 → Present
  Chicago Partners Investment Group
  Chicago, IL
• 08/2018 → 05/2022
  University Of Notre Dame
  Notre Dame, IN
• 08/2014 → 05/2018
  Loyola Academy
  Wilmette, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-06-27

Other Names

• Grace Harlan