Daniel J. Toledo
CHICAGO PARTNERS INVESTMENT GROUP LLC
Chicago, IL 60606
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CRD#: 5544190
Professional summary
Daniel Joseph Toledo, CFP®, who also goes by Dan Toledo, Daniel J Toledo, is a registered financial advisor currently at CHICAGO PARTNERS INVESTMENT GROUP LLC located in Chicago, Illinois.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Daniel has worked at 3 firms and has passed the Series 66 and Series 7 exams.
Core Areas of Focus
Alternative or Private Investments
AUM
Business Owners
Charitable Giving
Entrepreneurs
Financial Psychology/Coaching
Biography
Daniel Toledo, CFA, CFP® is a Chicago, IL Fee-Only Financial Planner & fiduciary serving Chicago and all surrounding areas. Chicago Partners Wealth Advisors LLC specializes in optimizing each dimension of our clients' wealth, including investment management, tax planning & preparation, financial planning, and beyond, all with the a team of fiduciaries held to the highest standard of quality in financial advising.
Dan has more than 10 years of experience in multi-generational wealth planning and portfolio management. He provides wealth management services for emerging high net worth and high net worth families - helping them to plan for and achieve their financial goals.
He takes a consultative approach with clients, emphasizing objective, knowledge-based financial decision-making. His first priority is to educate and guide clients towards a portfolio design based on facts and analysis, rather than impulse and emotion. I try to ensure that my clients understand not only what we are doing, but why we are doing it.
Question & Answer
What are your service offerings?
Insurance Planning
Investment Planning
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
Retirement Planning
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
Dan Toledo | Daniel J Toledo
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.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Joseph Toledo's 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®
Start date: 2014
Experience
Current
January 13, 2022 - Present
CHICAGO PARTNERS INVESTMENT GROUP LLC
Office #1: 1 North Wacker Drive Suite 4075, Chicago, IL 60606RIA
CRD#: 147662
Chicago, IL
Past
December 15, 2022 - March 2, 2023
RETIREWISE CFP
RIA
CRD#: 122774
Chicago, IL
Past
July 10, 2014 - December 31, 2021
CHICAGO PARTNERS INVESTMENT GROUP LLC
RIA
CRD#: 147662
CHICAGO, IL
Past
July 30, 2009 - December 10, 2009
WADDELL & REED
RIA
CRD#: 866
OAKBROOK, IL
Past
July 8, 2009 - December 10, 2009
WADDELL & REED
BD
CRD#: 866
OAKBROOK, IL
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
Illinois(1/13/2022)
Exams
State Security Law Exam
General Industry/Product Exam
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)Upgrade to AdvisorCheck Premium
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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)
Regulatory assets under management
| Total Number of Accounts | 7,713 |
| AUM (Assets Under Management) | $ 5,958,850,183 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/12/2025 | ||
| 10/11/2024 | ||
| 03/11/2024 | ||
| 04/25/2023 |
Red Flags
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Company Information
CHICAGO PARTNERS INVESTMENT GROUP LLC
CRD#: 147662Chicago, IL 60606TRUST BUT VERIFY
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Contact information
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