Matthew Adams Van Dusen

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

• 05/2016 → 05/2020
  Regis Jesuit High School
  Aurora, CO
• 05/2018 → 08/2019
  Virginia Vale Swim Club
  Denver, CO
• 05/2020 → 05/2024
  Creighton University
  Omaha, NE
• 06/2023 → 08/2023
  Renaissance
  Omaha, NE
• 04/2022 → 04/2023
  Union Pacific
  Omaha, NE
• 06/2020 → 06/2022
  Vineyard Vines
  Denver, CO
• 08/2024 → Present
  Chicago Partners Investment Group
  Chicago, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-16

Other Names

• Matt Adams Vandusen