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Steven Neil Schenker

18 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
2,123 clients
Average Client Portfolio
$7.2M average
Assets Under Management
$15.3B

Fee Structure

Minimum Investment:$1M
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Location

231 S. Lasalle Street, 4th Floor, Chicago, IL, 60604

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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 Activities

Steven works as a portfolio manager for Great Lakes Advisors, dedicating minimal time. He also serves as an Assistant VP/Portfolio Manager for Chicago Trust Company, a nearly full-time commitment.

Employment History
Current Registrations
Great Lakes Advisors, LLC
November 2008 - Present · 17 yrs 3 mos
Previous Registrations
Wayne Hummer Investments L.L.C.
November 2008 - December 2013 · 5 yrs 1 mo
Securian Financial Services, INC.
November 2006 - September 2008 · 1 yr 10 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.