Ivana Vukanic
Investment adviser representative at Performance Wealth
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$4.1BFirm 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Performance WealthNov 2021 to now
- Performance Wealth Partners, LLCAug 2021 to now
- Northern Trust CorporationJul 2020 to Aug 2021
- University of IllinoisAug 2017 to May 2021
- University of IndianaAug 2016 to May 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Performance Wealth
Legal name: Performance Wealth Partners, LLC
$4.1BAssets managed
953Clients
11Advisers
5 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
- 6978541
- Firm CRD
- 311735