• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
KRISTA KAY LINN
CRD#: 1477970
IA
Investment Adviser
BARTLETT & CO. WEALTH MANAGEMENT LLCCRD#: 292246 150 S. Wacker Drive
Suite 3050
Chicago, IL 60606
Registration History
199820002002200420062008201020122014201620182020202220242026IABARTLETT & CO. WEALTH MANAGEME... (CRD# 292246)2019 - Present (5 years)IALODESTAR INVESTMENT COUNSEL, LLC (CRD# 124647)2015 - 2019 (4 years)IACONCORD ASSET MANAGEMENT (CRD# 126111)2004 - 2015 (11 years)IACONCORD TRUST COMPANY LLC (CRD# 126695)2003 - 2004 (1 year)IACONCORD INVESTMENT COMPANY (CRD# 107955)1997 - 2004 (7 years)
License(s)

State Registrations

IA
Illinois 8/20/2019

IA
Texas 8/20/2019

Current Registration(s)
IA
BARTLETT & CO. WEALTH MANAGEMENT LLC (CRD#:292246)
150 S. Wacker Drive Suite 3050, Chicago, IL 60606
Registered with this firm since 8/20/2019

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
02/09/2015 - 09/12/2019 LODESTAR INVESTMENT COUNSEL, LLC (CRD#:124647) CHICAGO, IL
IA
01/06/2004 - 01/02/2015 CONCORD ASSET MANAGEMENT (CRD#:126111) CHICAGO, IL
IA
10/28/2003 - 12/31/2004 CONCORD TRUST COMPANY LLC (CRD#:126695) CHICAGO, IL
IA
10/25/1997 - 12/31/2004 CONCORD INVESTMENT COMPANY (CRD#:107955) CHICAGO, IL
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.