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Caroline Louise Sarles

Hokin Investment Advisors Inc.

Northbrook, IL

CRD 7870258

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Employer firm

Hokin Investment Advisors Inc. CRD 141069

$82.8M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Hokin Investment Advisors Inc.

707 Skokie Boulevard Suite 520, Northbrook, IL 60062 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-02-22
  • IL RA
    APPROVED
    Since 2024-02-22

Branch Locations

707 Skokie Boulevard Suite 520, Northbrook, IL 60062 • 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
Hokin Investment Advisors Inc. Northbrook IL 02/2024 Present
Martin Investment Management Llc Evanston IL 01/2015 02/2024
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

ALLSTATE FINANCIAL ADVISORS, LLC
RITHOLTZ WEALTH MANAGEMENT
SHARP CIRCLE CONSULTING, LLC

Nearby Investors

KEVIN J TAALMAN
BRIAN ADAM ROSEN
MATTHEW S MEYER

Nearby Offices

ALLSTATE FINANCIAL ADVISORS, LLC · Northbrook, IL
RITHOLTZ WEALTH MANAGEMENT · Northbrook, IL
SHARP CIRCLE CONSULTING, LLC · NORTHBROOK, IL

More in Northbrook, IL

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