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ES

Elena Sargent

FACTOR WEALTH MANAGEMENT
CHICAGO, IL 60611
CRD#: 6426107
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ES
Elena SargentFACTOR WEALTH MANAGEMENT

Professional summary

Elena Sargent, who also goes by Elena Zekic, is a registered financial advisor currently at FACTOR WEALTH MANAGEMENT located in Chicago, Illinois.

Elena is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Elena has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Elena Zekic

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 Elena Sargent'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®
None

Experience

Current

June 8, 2026 - Present

FACTOR WEALTH MANAGEMENT

Office #1: 980 N Michigan Avenue Ste 1320, Chicago, IL 60611
RIA
CRD#: 104708
CHICAGO, 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".
FW
FACTOR WEALTH MANAGEMENT
CLUNE & ASSOCIATES | FACTOR WEALTH MANAGEMENT LTD. | FACTOR WEALTH MANAGEMENT | CLUNE & ASSOCIATES, LTD.

CRD#: 104708 / SEC#: 801-34937

RIA
Registered Investment Advisory firm - (8/4/1989 Approved)

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
(6/8/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/28/2026
Uniform Investment Adviser Law Examination

Current Firm

FW
FACTOR WEALTH MANAGEMENT
CLUNE & ASSOCIATES | FACTOR WEALTH MANAGEMENT LTD. | FACTOR WEALTH MANAGEMENT | CLUNE & ASSOCIATES, LTD.

CRD#: 104708 / SEC#: 801-34937

RIA
Registered Investment Advisory firm - (8/4/1989 Approved)
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Contact information

Main Address
980 N Michigan Avenue Ste 1320, Chicago, IL 60611
Mailing Address
Phone number
(312) 644-5040
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2026-03-05 FACTOR WEALTH MANAGEMENT FORM ADV PART 2A (3/5/2026)

Regulatory assets under management

Total Number of Accounts880
AUM (Assets Under Management)$ 781,019,799

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

FACTOR WEALTH MANAGEMENT

CRD#: 104708Chicago, IL 60611

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