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WR

Whitney H. Ribbens

CHICAGO WEALTH MANAGEMENT
Chicago, IL 60606
Some features on this profile are disabled
CRD#: 6639549
WR

Professional summary

Whitney Harris Ribbens, CFP®, who also goes by Whitney Long Harris, is a registered financial advisor currently at CHICAGO WEALTH MANAGEMENT, INC. located in Chicago, Illinois.

Whitney is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Whitney has worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Whitney Long Harris

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 Whitney Harris Ribbens'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: 2014

Experience

Current

April 30, 2016 - Present

CHICAGO WEALTH MANAGEMENT, INC.

Office #1: Two North Riverside Plaza Suite 1620, Chicago, IL 60606
RIA
CRD#: 112271
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".
CW
CHICAGO WEALTH MANAGEMENT, INC.
CHICAGO WEALTH MANAGEMENT, INC. | FOCUS FINANCIAL GROUP, INC. | CRIBBS, JEFFREY GEORGE

CRD#: 112271 / SEC#: 801-66548

RIA
Registered Investment Advisory firm - (5/19/2006 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
(4/30/2016)

Exams

Current Firm

CW
CHICAGO WEALTH MANAGEMENT, INC.
CHICAGO WEALTH MANAGEMENT, INC. | FOCUS FINANCIAL GROUP, INC. | CRIBBS, JEFFREY GEORGE

CRD#: 112271 / SEC#: 801-66548

RIA
Registered Investment Advisory firm - (5/19/2006 Approved)
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Contact information

Main Address
Two North Riverside Plaza Suite 1620, Chicago, IL 60606
Mailing Address
Phone number
(312) 376-8350
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (7 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

CHICAGO WEALTH_PART 2 A BROCHURE (3/25/2025)

Regulatory assets under management

Total Number of Accounts1,018
AUM (Assets Under Management)$ 307,378,403

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 WEALTH MANAGEMENT, INC.

CRD#: 112271Chicago, IL 60606

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