Walled Lake Planning & Wealth Management
45yrs
Top advisor by experience in Highland Park
10yrs
Joseph Andre
Financial advisor at Mesirow Financial Investment Management
Based in Highland Park, Illinois, Joseph Andre is a fiduciary financial advisor with 10 years of industry experience. Joseph joined Mesirow Financial Investment Management in 2020, after less than a year at U.S. Bancorp Investments. Mesirow Financial Investment Management offers financial planning, investment management, and private fund management and is paid through a percentage of assets and performance-based fees.
One of 117 advisors with offices in Highland Park, and one of 109 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
Office610 Central Avenue Suite 200, Highland Park, IL 60035
How the firm is paid ?Percent of assets, Performance fee
Typical client at the firm ?$923,321
Advisors at the firm92
States licensed ?1 state
Services through Mesirow Financial Investment Management
Financial planningInvestment management for individuals and small businessesManaging private fundsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2020 – nowMesirow Financial Investment Management, Inc.Current firm
- Oct 2019 – Dec 2019U.S. Bancorp Investments, Inc.Previously
Contact Joseph
Local office(847) 681-2300Ask for Joseph. (800) 621-4421Main office · Chicago, IL 610 Central Avenue Suite 200Highland Park, IL 60035Office · Get directions LinkedIn pageMesirow Financial Investment Management
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Questions to ask Joseph
Tailored to Joseph’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Joseph
How do I contact Joseph?
Call Joseph’s local office at (847) 681-2300 or the Mesirow Financial Investment Management main office at (800) 621-4421, and ask for Joseph Andre.
How long has Joseph been a financial advisor?
Joseph has been in the industry since 2016, about 10 years. 10 years in the industry.
What licenses does Joseph hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Joseph a fiduciary?
Joseph is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Joseph paid?
Mesirow Financial Investment Management reports being paid by a percentage of the assets they manage, a share of investment gains. Ask Joseph for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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