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Michael Edward Breen

Investment adviser representative at Mesirow Financial Investment Management, Inc.
6 yearsExperience
1 stateRegistered in
$50.4BFirm assets
40 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 assetsPerformance-based

Services the firm offers

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

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

6 years in the industry.

  1. Mesirow Financial Investment Management, Inc.Oct 2020 to now
  2. Mesirow FinancialOct 2020 to now
  3. The Road Less TraveledFeb 2020 to Sep 2020
  4. Mesirow Financial, Inc.Jun 2014 to Jan 2020

Exams passed

  • Series 66 · Uniform Combined State Law2014

State registrations

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

Mesirow Financial Investment Management, Inc.

$50.4BAssets managed
90,291Clients
88Advisers
40 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
6378180
Firm CRD
111135
Advisor's SEC record (opens in a new tab)
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