Skip to content

Janie Catherine Strasser

Investment adviser representative at Chicago Partners Investment Group LLC
29 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$7.5BFirm assets

Are you Janie Catherine Strasser? Claim your profile

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

29 years in the industry.

  1. Chicago Partners Investment Group LLCNov 2018 to now
  2. Mds Investments, Inc. dba Ponderosa Wealth ManagementOct 1997 to now
  3. Empirical Wealth ManagementJun 2016 to Feb 2018

Designations

  • CFP® certification

Exams passed

No exams in this record.

State registrations

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

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
4451218
Firm CRD
147662
Advisor's SEC record (opens in a new tab)
CallContact this firm