John R. Dragstrem

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CRD#: 1490940

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

John Rolla Dragstrem was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1986. John had worked at 6 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

December 8, 2015 - November 12, 2021

COYLE

RIA

CRD#: 110593

GLENVIEW, IL

Past

May 26, 2010 - February 27, 2016

WHEATON WEALTH PARTNERS, LLC

RIA

CRD#: 153638

WHEATON, IL

Past

April 13, 2007 - May 4, 2010

MCDONNELL INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 113878

OAK BROOK, IL

Past

September 8, 2004 - April 2, 2007

FINANCIAL OUTFITTERS

RIA

CRD#: 132126

NAPERVILLE, IL

Past

June 28, 1999 - June 30, 2004

NUVEEN SECURITIES, LLC

CRD#: 469

CHICAGO, IL

Past

April 25, 1986 - May 24, 1999

INVESCO CAPITAL MARKETS, INC.

CRD#: 6939

HOUSTON, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

COYLE

COYLE | COYLE FINANCIAL COUNSEL, LLC | COYLE FINANCIAL COUNSEL, INC. | COYLE ASSET MANAGEMENT CO

CRD#: 110593 / SEC#: 801-17378

RIA

Registered Investment Advisory firm - (7/22/1982 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/2/2004

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 4/19/1986

General Securities Representative Examination

Current Firm

COYLE

COYLE | COYLE FINANCIAL COUNSEL, LLC | COYLE FINANCIAL COUNSEL, INC. | COYLE ASSET MANAGEMENT CO

CRD#: 110593 / SEC#: 801-17378

RIA

Registered Investment Advisory firm - (7/22/1982 Approved)

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Contact information

Main Address

2700 Patriot Blvd. Suite 440, Glenview, IL 60026

Mailing Address

Phone number

(847) 441-5644

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 (2/25/2025)

Regulatory assets under management

Total Number of Accounts	2,381
AUM (Assets Under Management)	$ 922,183,434

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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John R. Dragstrem

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

COYLE

WHEATON WEALTH PARTNERS, LLC

MCDONNELL INVESTMENT MANAGEMENT, LLC

FINANCIAL OUTFITTERS

NUVEEN SECURITIES, LLC

INVESCO CAPITAL MARKETS, INC.

Primary Firm SEC Registration

COYLE

State Registrations and Notice Filings

Exams

Series 66

Date: 6/2/2004

Series 7

Date: 4/19/1986

Current Firm

COYLE

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COYLE

TRUST BUT VERIFY

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