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Matthew Cook Mcconnell

Chicago Partners Investment Group LLC

Honolulu, HI

Chicago, IL

CRD 3211315

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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
HI RA APPROVED 2025-01-01
  • HI RA
    APPROVED
    Since 2025-01-01

Branch Locations

201 Merchant Street Suite 909, Honolulu, HI 96813 • United States

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
Ameriprise Financial Services, Inc. Honolulu HI 11/1999 11/2020
Chicago Partners Investment Group Honolulu HI 11/2020 Present
  • 11/1999 → 11/2020
    Ameriprise Financial Services, Inc.
    Honolulu, HI
  • 11/2020 → Present
    Chicago Partners Investment Group
    Honolulu, HI
Previous Registrations
Other Businesses

Real Estate Ownership; Commercial; Honolulu, HI 96813; Investment Related; Jul 2020.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-06-26
S65 Uniform Investment Adviser Law Examination 1999-06-26
  • S63 Uniform Securities Agent State Law Examination
    1999-06-26
  • S65 Uniform Investment Adviser Law Examination
    1999-06-26
Designations
  • Certified Financial Planner
Other Names
  • Matthew C Mcconnell
  • Matthew Cook Mcconnell
  • Matthew Cook Mc Connell

View on SEC IAPD

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