Paul
Kubasiak
Northern Trust Investments, Inc
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About this Advisor
Paul Kubasiak is a financial advisor operating out of Chicago, Illinois, who has been in the industry for 11 years. Kubasiak is an advisor for Northern Trust Investments, Inc. During their career, Kubasiak has held roles at Sheridan Road Financial, Level Up, University Of Marquette, Lpl Financial, LLC, Independent Financial Partners, Sheridan Road Advisors, LLC (Sheridan Road), Northern Trust Securities, Inc and Northern Trust Bank. Kubasiak holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Illinois. Northern Trust Investments, Inc is a financial advisory firm that has its headquarters in Chicago, Illinois. The firm has offices in eight locations and a total of 550 employees. It manages $1 trillion in total assets among its 41,517 client accounts, placing it among the largest firms in the country by assets under management. The firm advises 1,614 charitable organizations. Of its 41,517 client accounts, 33% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The firm offers a diverse assortment of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. Financial advisory fee schedules depend on which services the firm provides the client. However, fee types billed by Northern Trust Investments, Inc can include asset-based, fixed, performance-based and other fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Northern Trust Investments, Inc Brokerage Details
$1,183,120,392,585
550
41,517
$28,497,252
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Paul Kubasiak Work History
Paul has 11 years of experience.
Northern Trust Securities, Inc
Northern Trust Bank
Sheridan Road Advisors, LLC (Sheridan Road)
Independent Financial Partners
Lpl Financial, LLC
Sheridan Road Financial
Level Up
University Of Marquette
Disclosures
Paul Kubasiak has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Northern Trust Investments, Inc
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
East Greenwich, RI
Chicago, IL
Chicago, IL
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.
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