Norman D. Schlismann Senior Managing Director/Chicago and Oakbrook Branch Manager, Investment Advisory & Investment Brokerage 350 N. Clark St. Chicago, IL 60610 312-595-6350

Area of Focus: Asset Allocation, Equities, Fixed-Income, Mutual Fund Investing

Profile:

• Responsible for managing the firm's Chicago and Oakbrook Terrace offices
• Specializes in asset allocation and the selection of professional money managers and mutual funds
• Nearly 30 years of experience in the investment industry as a financial advisor and in various management positions
• Served on various advisory committees relating to improving client satisfaction, technology and training
• Previously an investment advisor and assistant resident manager at a national firm
• Holds life and health insurance licenses, as well as NASD Series 7, Series 3, Series 5, Series 8, Series 15, Series 63, and Series 65 licenses
• Accredited Investment Fiduciary^® designee (AIF^®)

Education:

• B.S., University of Illinois at Chicago

Affiliations:

• Children's Memorial Hospital Corporate Champions Board, member