AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check

FIND A MILLIMAN INVESTMENT MANAGEMENT SERVICES LLC FINANCIAL ADVISOR NEAR ME

Find, Compare and Monitor Financial Advisors at MILLIMAN INVESTMENT MANAGEMENT SERVICES LLC

CRD#: 292521
BD

Looking for a Financial Advisor at MILLIMAN INVESTMENT MANAGEMENT SERVICES LLC?

We have compiled every financial advisor who works at MILLIMAN INVESTMENT MANAGEMENT SERVICES LLC in our database for you to search through. On this page, you will be able to find the closest financial advisors to you geographically, advisors with specific certifications that you are looking for, as well as many other filtering capabilities to help you search.

If you need additional assistance finding the specific financial advisor you are looking for, please use our search tool below and type in either their name or CRD number.

FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

MILLIMAN INVESTMENT MANAGEMENT SERVICES LLC is located at 71 S. Wacker Drive 31st Floor, Chicago, IL 60606 and was first established at Chicago, Delaware in 03/28/2017. After operating for 8 years, MILLIMAN INVESTMENT MANAGEMENT SERVICES 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 MILLIMAN INVESTMENT MANAGEMENT SERVICES LLC’s clients are individuals and 0% of their clients are high net worth individuals. MILLIMAN INVESTMENT MANAGEMENT SERVICES LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at MILLIMAN INVESTMENT MANAGEMENT SERVICES 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 MILLIMAN INVESTMENT MANAGEMENT SERVICES 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 MILLIMAN INVESTMENT MANAGEMENT SERVICES 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.

Crafted using large generative AI models

Where the Statistical Data for MILLIMAN INVESTMENT MANAGEMENT SERVICES LLC Comes From

Understanding the Statistics for MILLIMAN INVESTMENT MANAGEMENT SERVICES LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
71 S. Wacker Drive 31st Floor, Chicago, IL 60606
Mailing Address
71 S. Wacker Drive 31st Floor, Chicago, IL 60606
Firm Size
Small
Phone Number
(312) 726-0677
Established
Delaware since 03/28/2017
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
MILLIMAN, INC.MEMBER
CAMPBELL, ROBERTCFO/FINOP1349154
MATHEWS, WESLEY PAULPRESIDENT & EXECUTIVE REP.4561006
SCHWALJE, GLENN SCOTTCCO2441501

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

How Do I Determine Which Firm to Work With?

Advisor's working at MILLIMAN INVESTMENT MANAGEMENT SERVICES LLC

GS

Glenn Scott Schwalje

IAR
RR
CRD#: 2441501
Location:
Darien, IL
Company:
FINANCIAL SECURITY ADVISORY INC
Disclosures:
Experience:
32 years
View Profile
CC

Connor Michael Cassidy 60614

Connor Michael Cassidy
RR
CRD#: 6406367
Location:
Chicago, IL 60606
Company:
MILLIMAN INVESTMENT MANAGEMENT SERVICES LLC
Disclosures:
Experience:
11 years
View Profile
CT

Clark Bomar Tucker

Clark B. Tucker
RR
CRD#: 1977842
Location:
Plano, TX 75024
Company:
TOYOTA FINANCIAL SERVICES SECURITIES USA CORPORATION
Disclosures:
Experience:
36 years
View Profile
Name or CRD#
Location
Firm name (optional)
Credentials
Advisor type
Disclosures
Experience (Years)

Compare statistics for financial advisors here.

Review financial advisor disclosures here.

footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics