Evan Kallberg
Evan Kallberg is a CFA-designated registered investment advisor at Nuveen Asset Management, LLC, based in Chicago, IL, with 31 years of industry experience. Evan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 71,370 clients with $260B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Nuveen Asset Management (NAM) manages investments for institutional clients and individuals through managed account programs. Fees are based on a percentage of the assets managed. The specific fees vary depending on the type of client, the asset class, and the size of the account. Fees and minimum account sizes are negotiable. Some existing clients may pay different fees than new clients. NAM may invest client assets in affiliated funds, and may waive investment advisory fees on the assets invested in such affiliated funds.
Location
333 West Wacker Drive, Chicago, IL, 60606
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Regulatory History (1)
Criminal
April 1986Employment History
Current Registrations
Nuveen Asset Management, LLC
Previous Registrations
Nuveen Fund Advisors, INC.
Nuveen Securities, LLCBroker
State Registrations1 state
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.