Norman Chiodras
Norman Chiodras is a CFP-designated registered investment advisor at Mack Investment Securities, INC., based in Oak Brook, IL, with 40 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 676 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mack Investment Securities offers investment management services where fees range from 1.00% to 2.25% of the value of your portfolio annually. Fees are billed monthly, based on the value of the account at the end of the billing period. There is a preferred minimum account size of $100,000. For SEI accounts, fees are billed quarterly at 1%.
Location
2001 Midwest Road, Suite 107, Oak Brook, IL, 60523
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Regulatory History
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.
Learn about disclosures →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.
Retirement Planners, INC.
Mack Investment Securities, INC.Broker
Previous Registrations
Heritage Capital Management INC
Ifr Securities, INC.Broker
Stanford Securities IncorporatedBroker
Elwyn, Willbert & Haig INC.Broker
State Registrations14 states
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.