Mark Frank Toledo

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

• 07/2003 → Present
  Total Portfolio Management, Llc
  Wilmette, IL
• 09/2013 → Present
  Chicago Partners Investment Group, Llc
  Chicago, IL

Previous Registrations

• 2003-09-10 → 2024-10-07
  Total Portfolio Management, Llc
  Wilmette, IL
• 2014-05-08 → 2021-12-31
  Chicago Partners Investment Group Llc
  Chicago, IL
  Chicago, IL
• 1998-01-12 → 2005-08-18
  Mesirow Financial Investment Management, Inc.
  Chicago, IL

Other Businesses

NAME OF OTHER BUSINESS: TOTAL PORTFOLIO MANAGEMENT, LLC, CRD 127596, WHETHER THE BUSINESS IS INVESTMENT-RELATED- YES STATE OF IL REGISTERED INVESTMENT ADVISER ADDRESS OF THE OTHER BUSINESS: 2226 BEECHWOOD AVE., WILMETTE, IL 60091 THE NATURE OF THE OTHER BUSINESS: INACTIVE RIA POSITION, TITLE, OR RELATIONSHIP WITH THE OTHER BUSINESS: PRESIDENT START DATE OF YOUR RELATIONSHIP: JULY 2003 THE APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS, THE NUMBER OF HOURS YOU DEVOTE TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS: ZERO DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS: MAINTAIN REGISTRATION WITH STATE OF IL AS RIA FOR POTENTIAL FUTURE USE.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-01-09
• S63 Uniform Securities Agent State Law Examination
  1982-10-25

Designations

• Chartered Financial Analyst

Other Names

• Mark F Toledo