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Matthew Cook Mcconnell

Matthew C. Mcconnell

CHICAGO PARTNERS INVESTMENT GROUP
Honolulu, HI 96813
Some features on this profile are disabled
CRD#: 3211315
Matthew Cook Mcconnell

Professional summary

Matthew Cook Mcconnell, CFP®, who also goes by Matthew Cook Mc Connell, Matthew C Mcconnell, is a registered financial advisor currently at CHICAGO PARTNERS INVESTMENT GROUP LLC located in Honolulu, Hawaii.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Matthew has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Matthew Cook Mc Connell | Matthew C Mcconnell

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) - RIA

Click below to view Matthew Cook Mcconnell's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

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

Certified Financial Planner

Start date: 2003

Experience

Current

March 28, 2022 - Present

CHICAGO PARTNERS INVESTMENT GROUP LLC

Office #1: 201 Merchant Street Ste 2200, Honolulu, HI 96813
RIA
CRD#: 147662
Honolulu, HI
Past

January 13, 2022 - January 13, 2022

CHICAGO PARTNERS INVESTMENT GROUP LLC

RIA
CRD#: 147662
CHICAGO, IL
Past

November 20, 2020 - December 31, 2021

CHICAGO PARTNERS INVESTMENT GROUP LLC

RIA
CRD#: 147662
Honolulu, HI
Past

August 15, 1999 - November 13, 2020

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Honolulu, HI
Past

June 14, 1999 - July 3, 2006

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

June 14, 1999 - November 13, 2020

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Honolulu, HI

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".
CP
CHICAGO PARTNERS INVESTMENT GROUP LLC
3D PARTNERS WEALTH ADVISORS | WATERSOUND WEALTH ADVISORS | NAPLES PARTNERS WEALTH ADVISORS | MIAMI PARTNERS WEALTH ADVISORS | HAWAII PARTNERS 3D WEALTH ADVISORS | CHICAGO PARTNERS WEALTH ADVISORS | CHICAGO PARTNERS INVESTMENT GROUP LLC | CHICAGO PARTNERS HAWAII | CHICAGO PARTNERS | CHICAGO INVESTMENT PARTNERS LLC

CRD#: 147662 / SEC#: 801-69500

RIA
Registered Investment Advisory firm - (8/14/2008 Approved)
Ohio
Registered Investment Advisory firm - (1/7/2022 Terminated)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Hawaii
(3/28/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/26/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/26/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/12/1999
General Securities Representative Examination

Current Firm

CP
CHICAGO PARTNERS INVESTMENT GROUP LLC
3D PARTNERS WEALTH ADVISORS | WATERSOUND WEALTH ADVISORS | NAPLES PARTNERS WEALTH ADVISORS | MIAMI PARTNERS WEALTH ADVISORS | HAWAII PARTNERS 3D WEALTH ADVISORS | CHICAGO PARTNERS WEALTH ADVISORS | CHICAGO PARTNERS INVESTMENT GROUP LLC | CHICAGO PARTNERS HAWAII | CHICAGO PARTNERS | CHICAGO INVESTMENT PARTNERS LLC

CRD#: 147662 / SEC#: 801-69500

RIA
Registered Investment Advisory firm - (8/14/2008 Approved)
Ohio
Registered Investment Advisory firm - (1/7/2022 Terminated)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1 North Wacker Drive Suite 4075, Chicago, IL 60606
Mailing Address
Phone number
(312) 284-6363
Established
Firm type
Fiscal year end
# of Employees
50

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A OF FORM ADV FIRM BROCHURE (3/30/2025)

Regulatory assets under management

Total Number of Accounts7,713
AUM (Assets Under Management)$ 5,958,850,183

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/12/2025
Cover Page
Report
10/11/2024
Cover Page
Report
03/11/2024
Cover Page
Report
04/25/2023
Cover Page
Report

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.

Company Information

CHICAGO PARTNERS INVESTMENT GROUP LLC

CRD#: 147662Honolulu, HI 96813

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