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NC
CFP
NC
CFP

Norman Chiodras

Mack Investment Securities, INC.
41 Years of Experience
Oak Brook, IL
BrokerSells Insurance
View SEC Summary
View SEC Summary

Norman Chiodras is a CFP-designated registered investment advisor at Mack Investment Securities, INC., based in Oak Brook, IL, with 41 years of industry experience. Norman is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 8 more. Their firm serves 673 clients with $300M in assets under management.

Mack Investment Securities, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
673 clients
Average Client Portfolio
$450K average
Assets Under Management
$302.6M

Fee Structure

Minimum Investment:$100K
Planning is charged separately
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Annual management fees generally range from 1.00% to 2.25% depending on the program and strategy selected. Fees may be negotiable at management discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2001 Midwest Road, Suite 107, Oak Brook, IL, 60523

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Norman is a freelance trumpet player and member of the DuPage Symphony Orchestra Brass Quintet, spending minimal time on this activity. He is also the treasurer at Holy Spirit Ministries and a board member with Briarwood Lakes HOA, and owns Retirement Planners, Inc. where financial planning services and fixed insurance products are offered.

Employment History
Current Registrations
Mack Investment Securities, INC.
July 1998 - Present · 28 yrs 3 mos
Retirement Planners, INC.
January 1998 - Present · 28 yrs 9 mos
Mack Investment Securities, INC.Broker
July 1991 - Present · 35 yrs 3 mos
Previous Registrations
Heritage Capital Management INC
January 1998 - December 2008 · 10 yrs 11 mos
Ifr Securities, INC.Broker
February 1988 - December 1990 · 2 yrs 10 mos
Stanford Securities IncorporatedBroker
June 1985 - February 1988 · 2 yrs 8 mos
Elwyn, Willbert & Haig INC.Broker
October 1984 - June 1985 · 8 mos
State Registrations14 states
AZCACOFLILINMIMNMONCOHTNTXWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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