Ivana Vukanic

PERFORMANCE WEALTH

Hinsdale, IL 60521

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CRD#: 6978541

Professional summary

Ivana Vukanic is a registered financial advisor currently at PERFORMANCE WEALTH located in Hinsdale, Illinois.

Ivana is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Ivana has worked at 1 firm and has passed the Series 65 exam.

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.

The Young Associates Board of the Ann and Robert H. Lurie Children's Hospital of Chicago; Not-investment related; 225 E Chicago Ave., Chicago, IL 60611; Non-profit Charitable Organization; Board-Member; 11/2021; Five (5) hours per month; Zero (0) hours during securities trading hours; Organize fundraising events for the Ann and Robert H. Lurie Children's Hospital of Chicago.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ivana Vukanic'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

November 24, 2021 - Present

PERFORMANCE WEALTH

Office #1: 36 E. Hinsdale Ave, Hinsdale, IL 60521

RIA

CRD#: 311735

Hinsdale, 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".

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
(11/24/2021)

IAR

Texas
(10/5/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/24/2021

Uniform Investment Adviser Law Examination

Current Firm

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

SEC notice filing (14 States and Territories)

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 Accounts	2,296
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.

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Ivana Vukanic

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ivana Vukanic's CRS (Customer Relationship Summary).

Certified licenses

Experience

PERFORMANCE WEALTH

Primary Firm SEC Registration

PERFORMANCE WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 11/24/2021

Current Firm

PERFORMANCE WEALTH

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PERFORMANCE WEALTH

TRUST BUT VERIFY

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