Sam Mclean Kendree
Investment adviser representative at Chicago Partners Investment Group LLC
10 yearsExperience
1 stateRegistered in
$7.5BFirm assets
18 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Chicago Partners Investment Group LLCJan 2022 to now
- Chicago PartnersJun 2018 to now
- Chicago Partners Wealth AdvisorsJun 2018 to now
- Bluestone Venture PartnersJan 2018 to Jun 2018
- Sbmc Intellectual Property LawJan 2018 to Jun 2018
- Signia CapitalSep 2017 to Dec 2017
- Tci WealthJun 2017 to Sep 2017
- Country FinancialSep 2016 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
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
- 6990713
- Firm CRD
- 147662