Joshua Adam Vick
Investment adviser representative at Chicago Partners Investment Group LLC
12 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
12 years in the industry.
- Chicago Partners Investment Group LLCJan 2022 to now
- Beltmann RelocationNov 2019 to Dec 2021
- Target CorporationJan 2019 to Aug 2019
- University of North DakotaAug 2014 to Jan 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7521823
- Firm CRD
- 147662