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Thomas Robert Flaig

Investment adviser representative at Chicago Partners Investment Group LLC
26 yearsExperience
1 stateRegistered in
CFADesignation
$7.5BFirm assets

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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 fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

26 years in the industry.

  1. Chicago Partners Investment Group LLCNov 2024 to now
  2. Borthwick AssociatesApr 2000 to now

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law2000

State registrations

Registered as an investment adviser representative in 1 state (IL).

Chicago Partners Investment Group LLC

$7.5BAssets managed
2,764Clients
57Advisers
18 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
2435226
Firm CRD
147662
Advisor's SEC record (opens in a new tab)
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