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FIRM PROFILE
Overview
EVERLAKE DISTRIBUTORS, LLC is located at 3100 Sanders Road, Suite 303, Northbrook, IL 60062 and was first established at Chicago, Delaware in 03/05/1999. After operating for 27 years, EVERLAKE DISTRIBUTORS, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of EVERLAKE DISTRIBUTORS, LLC’s clients are individuals and 0% of their clients are high net worth individuals. EVERLAKE DISTRIBUTORS, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at EVERLAKE DISTRIBUTORS, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access EVERLAKE DISTRIBUTORS, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at EVERLAKE DISTRIBUTORS, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for EVERLAKE DISTRIBUTORS, LLC Comes From
Understanding the Statistics for EVERLAKE DISTRIBUTORS, LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
3100 Sanders Road, Suite 303, Northbrook, IL 60062
3100 Sanders Road, Suite 303, Northbrook, IL 60062
Small
(847) 665-9930
Delaware since 03/05/1999
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| EVERLAKE LIFE INSURANCE COMPANY | PARENT OF BROKER/DEALER | ||
| FONTANA, ANGELA KAY | MANAGER | 6503740 | |
| HARRIGAN, JULIE ANN | TREASURER, CONTROLLER AND FINOP | 7159150 | |
| JENESKE, PATRICK JOSEPH | CHIEF COMPLIANCE OFFICER | 4293015 | |
| KENNEDY, REBECCA DIANE | PRESIDENT AND MANAGER | 7364296 | |
| KIRCHHOFF, THERESE MARIE | AML OFFICER | 4548686 | |
| LARGEY, TYLER EARL BAXTER | CHAIRMAN OF THE BOARD AND MANAGER | 7470407 |
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Advisor's working at EVERLAKE DISTRIBUTORS, LLC
Andrea Elizabeth Penha
Cole Wayne Frerichs
Jeffrey S Williams
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