William Blair & Company
47yrs
Top advisor by experience in Illinois
3yrs
Anna Read is a fiduciary financial advisor in Chicago, Illinois, with 3 years in the industry. Anna joined Chicago Partners Investment Group in 2023, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets and flat fees.
One of 6312 advisors with offices in Chicago, and one of 5878 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office1 North Wacker Drive Suite 4075, Chicago, IL 60606
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$2.57 million
Advisors at the firm56
States licensed ?2 states
Services through Chicago Partners Investment Group
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsChoosing other investment managersOther services
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.
Series 65Uniform Investment Adviser Law Examination
Career
- 2023 – nowChicago Partners Investment Group LLCCurrent firm
Contact Anna
Local office(312) 284-6367Ask for Anna. (312) 284-6363Main office 1 North Wacker Drive Suite 4075Chicago, IL 60606Office · Get directions LinkedIn pageChicago Partners Investment Group
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Anna
Tailored to Anna’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Anna
How do I contact Anna?
Call Anna’s local office at (312) 284-6367 or the Chicago Partners Investment Group main office at (312) 284-6363, and ask for Anna Read.
How long has Anna been a financial advisor?
Anna has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Anna hold?
Series 65. Tap any license on this page to see what it allows.
Is Anna a fiduciary?
Anna is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Anna paid?
Chicago Partners Investment Group reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Anna 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.
Other advisors nearby
Cohen Capital
47yrs
Top advisor by experience at Cohen Capital
Oppenheimer & Co.
47yrs
Top 1% by experience in Chicago
Merrill
47yrs
Top 1% by experience in Chicago
William Blair & Company
47yrs
Top 1% by experience in Chicago
Morgan Stanley
47yrs
Top 1% by experience in Chicago