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Norman D. Schlismann Senior Managing Director/Chicago and Oakbrook Branch Manager, Investment Advisory & Investment Brokerage |
| 350 N. Clark St., Chicago, IL 60654 | 312.595.6350 | | |
Area of Focus: Asset Allocation, Equities, Fixed-Income, Mutual Fund Investing
Profile:
- Responsible for managing the firm's Chicago and Oakbrook Terrace offices
- Specializes in asset allocation and the selection of professional money managers and mutual funds
- Nearly 30 years of experience in the investment industry as a financial advisor and in various management positions
- Served on various advisory committees relating to improving client satisfaction, technology and training
- Previously an investment advisor and assistant resident manager at a national firm
- Holds life and health insurance licenses, as well as NASD Series 7, Series 3, Series 5, Series 8, Series 15, Series 63, and Series 65 licenses
- Accredited Investment Fiduciary® designee (AIF®)
- B.S., University of Illinois at Chicago
- Children's Memorial Hospital Corporate Champions Board, member
