CA
CFA
CA
CFA

Chatelaine Achterberg

1 Year of Experience
Chicago, IL
Broker

Chatelaine Achterberg is a CFA-designated registered investment advisor at Capital Client Group, INC., based in Chicago, IL, with 1 years of industry experience. Chatelaine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
N/A
Firm Size
583 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

444 W. Lake St., Suite 4600, Chicago, IL, 60606

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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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Employment History
Current Registrations
Capital Client Group, INC.
June 2024 - Present · 1 yr 11 mos
Capital Client Group, INC.Broker
June 2024 - Present · 1 yr 11 mos
Capital Client Group, INC.
March 2024 - Present · 2 yrs 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.