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AK

Anes Kadiric

PERFORMANCE WEALTH
Hinsdale, IL 60521
Some features on this profile are disabled
CRD#: 6883869
AK

Professional summary

Anes Kadiric is a registered financial advisor currently at PERFORMANCE WEALTH located in Hinsdale, Illinois.

Anes is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Anes has worked at 3 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

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.
Sports Made Personal; Not-investment related; 3090 N Lake Terrace, Glenview, IL 60026; Athletic Training; Personal Soccer Trainer; 03/2012; Five (5) hours per month; Zero (0) hours during securities trading hours; Conduct soccer training for kids all ages.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anes Kadiric'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

January 26, 2021 - Present

PERFORMANCE WEALTH

Office #1: 36 E. Hinsdale Ave, Hinsdale, IL 60521
RIA
CRD#: 311735
Hinsdale, IL
Past

May 15, 2019 - February 9, 2021

WILLIAM BLAIR

RIA
CRD#: 1252
CHICAGO, IL
Past

May 15, 2019 - February 9, 2021

WILLIAM BLAIR

BD
CRD#: 1252
CHICAGO, IL
Past

March 27, 2018 - May 10, 2019

EDWARD JONES

RIA
CRD#: 250
DOWNERS GROVE, IL
Past

March 5, 2018 - May 10, 2019

EDWARD JONES

BD
CRD#: 250
DOWNERS GROVE, 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".
PW
PERFORMANCE WEALTH
PERFORMANCE WEALTH | PERFORMANCE WEALTH PARTNERS, LLC | PERFORMANCE WEALTH PARTNERS | PERFORMANCE WEALTH ADVISORS, LLC | PERFORMANCE WEALTH ADVISORS

CRD#: 311735 / SEC#: 801-120074

RIA
Registered Investment Advisory firm - (1/4/2021 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
(1/26/2021)
IAR
Texas
(1/28/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/26/2018
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/29/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/5/2018
General Securities Representative Examination

Current Firm

PW
PERFORMANCE WEALTH
PERFORMANCE WEALTH | PERFORMANCE WEALTH PARTNERS, LLC | PERFORMANCE WEALTH PARTNERS | PERFORMANCE WEALTH ADVISORS, LLC | PERFORMANCE WEALTH ADVISORS

CRD#: 311735 / SEC#: 801-120074

RIA
Registered Investment Advisory firm - (1/4/2021 Approved)
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Contact information

Main Address
36 E. Hinsdale Ave, Hinsdale, IL 60521
Mailing Address
Phone number
(630) 686-5715
Established
Firm type
Fiscal year end
# of Employees
14

SEC notice filing (14 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

PERFORMANCE WEALTH DISCLOSURE BROCHURE, WRAP FEE PROGRAM BROCHURE, AND PRIVACY POLICY (1/22/2025)

Regulatory assets under management

Total Number of Accounts2,296
AUM (Assets Under Management)$ 3,387,124,011

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

PERFORMANCE WEALTH

CRD#: 311735Hinsdale, IL 60521

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