FG
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
5 advisors
Number of Clients
321 clients
Average Client Portfolio
$35K average
Assets Under Management
$11.2M
Fee Structure
This document does not contain any fee information. Please refer to the Polaris Wealth Management, LLC brochure for fee details.
Areas of Practice
Insurance Planning
Loading...
Advisor Information
Office location
2620 Central Dr, Unit Gs, Flossmoor, IL, 60422
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Felicia works as an accountant at Samuel Dewitt Proctor Conference, a non-profit organization focused on human rights and social justice. This role takes nearly all of Felicia's time and accounts for 90% of her yearly compensation.
Employment History
Current Registrations
Polaris Wealth Management, LLC
July 2023 - Present · 2 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2020 - July 2023 · 2 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
October 2020 - July 2023 · 2 yrs 9 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.