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Chicago - North Wacker

Lawrence Brottman

CPA, CFP®

Senior Wealth Advisor

123 N Wacker Dr, Suite 1100
Chicago, IL 60606

Lawrence Brottman

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Lawrence Brottman

Professional Certifications

  • CPA – Certified Public Accountant
  • CFP® – CERTIFIED FINANCIAL PLANNER® professional

About Lawrence

Larry leads the investment research committee and oversees the client servicing and marketing efforts of the firm. He has been an adjunct professor at the Illinois Institute of Technology and has held financial services roles for ABN AMRO Asset Management (USA) Inc. and Arthur Andersen.

Education and Professional Milestones

  • Illinois State University – Bachelor’s Degree and MBA
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