WF
WF

Wendell Cory Franklin

31 Years of Experience
1 DisclosureBrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
84 clients
Average Client Portfolio
$177K average
Assets Under Management
$14.9M

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only
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Location

4722 Main Street, Lisle, IL, 60532

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History

Regulatory History (1)
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Employment Separation After Allegations
October 1995
Other Business ActivitiesSells Insurance

Wendell sells fixed insurance products. He also works part-time as a DJ in Chicago and is involved with Chicago Capital Management Advisors LLC in fee-based managed money activities.

Employment History
Current Registrations
American Trust Investment Services Advisory, INC.
September 2019 - Present · 6 yrs 5 mos
Chicago Capital Management Advisors, LLC
January 2017 - Present · 9 yrs 1 mo
American Trust Investment Services, INC.Broker
March 2014 - Present · 11 yrs 11 mos
Previous Registrations
Lasalle St Securities, L.L.C.Broker
November 2000 - March 2014 · 13 yrs 4 mos
Barron Chase Securities, INC.Broker
October 1995 - November 2000 · 5 yrs 1 mo
Chatfield Dean & CO., INC.Broker
July 1994 - October 1995 · 1 yr 3 mos
State Registrations20 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.