WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC of HIGHLAND PARK, IL is an SEC-registered investment adviser (CRD 299595). Regulatory assets under management: $732.2M.
Compensation: % of AUM.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Gery Joseph Sadzewicz | CHIEF COMPLIANCE OFFICER | — |
| Howard Robert Klieger | MANAGING DIRECTOR / CO-FOUNDER | — |
| Noel Adam Cooper | MANAGING DIRECTOR / CO-FOUNDER | — |
| Zachary Harold Walters | CHIEF INVESTMENT OFFICER AND PRINCIPAL | — |
| MCDERMOTT JOSEPH DANIEL | CHIEF COMPLIANCE OFFICER | — |
| SADZEWICZ GERY JOSEPH | CHIEF COMPLIANCE OFFICER | — |
| JOHNSON JONES NANCY | CHIEF COMPLIANCE OFFICER | — |
| CASTLEMAN MEGAN LOUISE | CHIEF COMPLIANCE OFFICER | — |
| KLIEGER HOWARD ROBERT | CHIEF EXECUTIVE OFFICER; MANAGING DIRECTOR / CO-FOUNDER | — |
| COOPER NOEL ADAM | CHIEF OPERATING OFFICE; CHIEF OPERATING OFFICER; MANAGING DIRECTOR / CO-FOUNDER | — |
| SIZEMORE STACY LEIGH | CHIEF COMPLIANCE OFFICER | — |
| WALTERS ZACHARY HAROLD | CHIEF INVESTMENT OFFICER AND PRINCIPAL | — |