Areas of Practice
Real Estate Investing
Compensation
Fee-Only (AUM)
Firm Size
87 advisors
Number of Clients
13,111 clients
Average Client Portfolio
$3.4M average
Assets Under Management
$45.2B
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Location

353 N. Clark St, Chicago, IL, 60654

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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

Aaron is a founding investor in In-Game Action LLC, a sports media app. He provides capital and acts as a sounding board for strategic decisions, dedicating minimal time to this venture.

Employment History
Current Registrations
Mesirow Financial Investment Management, INC.
January 2019 - Present · 7 yrs 1 mo
Mesirow Financial, INC.
September 2018 - Present · 7 yrs 5 mos
Mesirow Financial, INC.Broker
September 2018 - Present · 7 yrs 5 mos
State Registrations1 state
IL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aaron Kee Heltsley - Financial Advisor | TrueAdvisor