|Correll Co. Investment Services Corp. is a Broker-Dealer with 12 financial professionals registered in IL. The firm's primary clients are Pension and Profit Sharing Plans and Individuals.|
|Dean Alan Klassman||Feb 2000|
|Terrence John Ronczkowski||Feb 2001|
|Daniela M. Romero||Sep 2008|
|Earl Franklin Jr Correll||Feb 1998|
|Kenneth Lee Schlott||Feb 2001|
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.
- Earl Franklin III Correll (25% to 50%)
- James Charles Correll (25% to 50%)
- Executives with less than 5% share each
*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.
|Earl Franklin III Correll||Shareholder||10/01/1999|
|Debra Jean Lucente||Secretary||07/01/1995|
|Earl Franklin Jr Correll||Shareholder||10/01/1999|
|James Charles Correll||Shareholder & Chief Executive Officer||10/01/1999|
|Melody Nicole Correll||Chief Financial Officer/Finop & Chief Compliance Officer||06/01/2002|
No firm affiliates listed.
9655 S 78th Ave
Hickory Hills , IL 60457
Types of Compensation Arrangements
- Percentage of Assets