Edward J. Trapp

DEARBORN PARTNERS L.L.C.

Chicago, IL 60606

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CRD#: 7571413

Professional summary

Edward James Trapp is a registered financial advisor currently at DEARBORN PARTNERS L.L.C. located in Chicago, Illinois.

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Edward has worked at 1 firm and has passed the SIE 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 advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward James Trapp'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

April 30, 2024 - Present

DEARBORN PARTNERS L.L.C.

Office #1: 200 W Madison St Suite 1950, Chicago, IL 60606

RIA

CRD#: 108147

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".

DEARBORN PARTNERS L.L.C.

CRD#: 108147 / SEC#: 801-54279

RIA

Registered Investment Advisory firm - (4/24/1997 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
(4/30/2024)

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

General Industry/Product Exam

SIE

Date: 5/31/2022

Securities Industry Essentials Examination

Current Firm

DEARBORN PARTNERS L.L.C.

CRD#: 108147 / SEC#: 801-54279

RIA

Registered Investment Advisory firm - (4/24/1997 Approved)

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Contact information

Main Address

200 W Madison St Suite 1950, Chicago, IL 60606

Mailing Address

Phone number

(312) 795-1000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (42 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DEARBORN PARTNERS LLC FORM ADV BROCHURE MARCH 21, 2025 (3/21/2025)

Regulatory assets under management

Total Number of Accounts	2,837
AUM (Assets Under Management)	$ 3,533,103,194

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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Edward J. Trapp

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward James Trapp's CRS (Customer Relationship Summary).

Certified licenses

Experience

DEARBORN PARTNERS L.L.C.

Primary Firm SEC Registration

DEARBORN PARTNERS L.L.C.

State Registrations and Notice Filings

Exams

SIE

Date: 5/31/2022

Current Firm

DEARBORN PARTNERS L.L.C.

Contact information

SEC notice filing (42 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DEARBORN PARTNERS L.L.C.

TRUST BUT VERIFY

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