Caroline Louise Sarles

CFP

1 Year of Experience

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningReal Estate InvestingInsurance PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners

Hokin Investment Advisors INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

3 advisors

Number of Clients

74 clients

Average Client Portfolio

$576K average

Assets Under Management

$42.6M

Fee Structure

Minimum Investment:None

Location

707 Skokie Boulevard, Suite 520, Northbrook, IL, 60062

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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.

Employment History

Current Registrations

Hokin Investment Advisors INC.

February 2024 - Present · 2 yrs

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.