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Correll Co. Investment Services Corp.

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.

Advisors (12)

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Name Start Date
Dean Alan Klassman Feb 2000
Terrence John Ronczkowski Feb 2001
Daniela M. Romero Sep 2008
Earl Franklin Correll Feb 1998
Kenneth Lee Schlott Feb 2001
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*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Firm Assets Under Management

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$141.2M
Total Assets
66
Accounts
$2.1M
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*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.

Ownership

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*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.

Executives and Control Persons

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Name Title Tenure Date
Earl Franklin Correll Shareholder 10/01/1999
Debra Jean Lucente Secretary 07/01/1995
Earl Franklin 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

Affiliated Investment Advisors and Broker Dealers

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No firm affiliates listed.

Principal Office & Place of Business

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Principal Office

Address:
9655 S 78th Ave
Hickory Hills , IL 60457
Phone Number: 708-599-2900

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets