SEC CRD #801-68930
Investment Advisory Services You Can Trust | MainStreet Advisors MainStreet Investment Advisors, LLC. Menu --> Right Investment Tools Watch our video MAINSTREET ADVISORS 2025 ANNUAL CLIENT CONFERENCE JUNE 4 – 6 | CHICAGO CONFERENCE --> OVERVIEW --> Introducing Client Connect Streamline client management with our all-in-one platform One centralized location Update client preferences and account details—all in a secure location Direct line to our team Submit requests and communicate with confidence. On-demand reporting Download portfolio reviews, trade files, and documents at your fingertips. Exclusive research Access research materials and investment updates. Seamless collaboration Improve operational efficiency between your team and ours. See Client Connect at work — watch our demo or schedule a meeting with our team today. Watch Video Schedule Demo EMPLOYEE OWNED, TECHNOLOGY DRIVEN, CLIENT FOCUSED Our highest priority is to act in our clients’ best interest. This unwavering commitment has been the foundation of our firm since day one, and holds true today. We Provide Automated Portfolio Solutions Direct Indexing Fund Allocation Portfolios Manager Select Marketing and Compliance Support Separate Account Management About Us Marketing Commentary & Insights NEW VIDEO · See how we deliver flexibility, customization, and true partnership. Watch Our Video MONTHLY SPOTLIGHT · June 2026 The AI Boom Goes Public Read Article Compliance · Form CRS What investment services and advice can
ROSEANN HIGGINS
CHIEF COMPLIANCE OFFICER
📞 (312) 223-0270
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AUM
$5.9B
Location
CHICAGO, IL
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