Tara Schutz is a CFP-designated registered investment advisor, based in Chicago, IL, with 16 years of industry experience. Tara is also registered as a broker, so some compensation may come from commissions on products sold.
Location
750 N State St., 7th Floor, Chicago, IL, 60654
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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
Tara works as a financial advisor, financial planner, and wealth manager at Windsor Private Wealth, LLC, dedicating full-time hours to running financial plans, allocating assets, choosing securities, giving financial advice, and investing assets. She also works as an IAR for Kestra Advisory Services, LLC, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations27 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.
Exams
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