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Jim Hagedorn

Founder & Managing Partner of Chicago Partners Wealth Advisors

Chicago Partners Investment Group LLC
CHIEF COMPLIANCE OFFICER

Chicago

IL

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Pension Consulting
    • -401k
    • -403b
    • -457
    • -Defined Benefit
    • -Other Pension Consulting
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Investment Companies
    • -Businesses or Institutional Clients
    • -Other Portfolio Management
  • Accounting & Tax
    • -Tax Advice
    • -Other Tax

Funds

Funds Used With Clients

Fund Assets in Fund
DFA US Small Cap Value Portfolio $50M-$100M
Vanguard 500 Index Fund $50M-$100M

    Firm Client types

    There is no client type data to display at this time.

    Qualifications

    Experience

    No timeline events available.
    Employer Years Dates
    Chicago Partners Investment Group, LLC 11 years, 1 month Jan 2009 - Present
    The Mosaic Financial Group LLC 12 years, 6 months Sep 2007 - Present

    Designations & Memberships

    • Chartered Financial Analyst Institute
      Membership
      Chartered Financial Analyst Institute
    • Chartered Financial Analyst
      Designation
      Chartered Financial Analyst
      Widely considered the gold standard for investment professionals, this six decade old charter is only given to designees who can demonstrate competence, integrity, and dedication to the field of investment management.

    Articles and Answers

    Insights by James Hagedorn

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    Answers

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    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      1
    • as of date
      Oct 17, 2019
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      N/A
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Advisor

    Last updated on Oct. 18, 2019
      • $0
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 0
        number of clients
      • $0
        Estimated Average Account Balance Per Client

    Chicago Partners Investment Group LLC

    Last updated on Jan. 3, 2020
      • $1.7B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 2K
        Accounts
      • $786.0K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Fixed Fees