Daniel Joseph Cardell
Investment adviser representative at Chicago Partners Investment Group LLC
16 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
16 years in the industry.
- Chicago Partners Investment Group LLCSep 2018 to now
- Chancellor Financial Group Wb LPJul 2012 to Sep 2018
- Waveco Energy LLCOct 2010 to Dec 2017
- Roadwave LLCOct 2010 to Dec 2016
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law1996
- Series 63 · Uniform Securities Agent State Law1996
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
- 2761476
- Firm CRD
- 147662