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MJ

Michael John Fulkerson

Investment Adviser Representative at Chicago Investment Advisory Council, Inc.

St. Charles, ILCRD #4553229Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
24 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Michael John Fulkerson is an investment adviser representative with Chicago Investment Advisory Council, Inc. in St. Charles, IL, where they have been registered since 2011. They have worked in the securities industry since 2002 and have been registered with 3 firms, including Waddell & REED, Inc. and American Express Financial Advisors, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Illinois.

Office

1601 E. Main Street, Suite 1c
St. Charles, IL 60174

Advisors at this office: 5

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Illinois
Broker:
5 states and territories

Arizona, Florida, Illinois, Kentucky, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 7/25/2002
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 7/19/2002

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Chicago Investment Advisory Council, Inc.Current
7/20/2011 – St. Charles, IL
Waddell & REED, Inc.
7/26/2004 – 7/15/2011Schaumburg, IL
American Express Financial Advisors, Inc.
7/26/2002 – 7/22/2004Denver, CO

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Various Insurance Carriers FOR W & R Insurance Agencies
    Jan 2004 – no end date reportedSt Charles, IL
  2. J.w. COLE Financial
    Jul 2011 – no end date reportedTampa, FL

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Chicago Investment Advisory Council, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit Sharing

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
5
Offices listed on AdvisorFinder:
4
Main office:
St. Charles, IL
SEC file number:
801-120969

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 31, 2026

View full firm profile

Other advisors at Chicago Investment Advisory Council, Inc.

4 other advisors in the directory

View Chicago Investment Advisory Council, Inc. firm profile

Similar advisors in St. Charles, IL

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michael John Fulkerson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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