Wesley A Urick
Investment adviser representative at Northern Trust Investments, Incorporated
19 yearsExperience
1 stateRegistered in
$1.2TFirm assets
37 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
19 years in the industry.
- Northern Trust Investments, IncorporatedOct 2024 to now
- Northern Trust BankSep 2024 to now
- Northern Trust Securities, Inc.Sep 2024 to now
- Principal Asset ManagementSep 2023 to Aug 2024
- Principal Funds Distributor, Inc.Sep 2023 to Aug 2024
- UnemployedJan 2023 to Sep 2023
- BlackrockOct 2007 to Jan 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (IL).
Northern Trust Investments, Incorporated
$1.2TAssets managed
41,027Clients
31Advisers
37 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2394966
- Firm CRD
- 105780