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Alan Ferrari

Advisor at Huntleigh Advisors, Inc.

Updated today

Location

Dwight, IL 60420

Credentials

Series 63, Series 65

Industry experience

26 years

About

Alan Ferrari is a financial advisor at Huntleigh Advisors, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at K. W. Chambers & Co. since 1999. Outside of his advisory role, he is co-owner of Demigan Commercial Development Co. and owns an insurance business. Huntleigh Advisors, Inc. is an SEC-registered investment advisor serving individual, high-net-worth, charitable, trust, and business clients with asset management and retirement-plan services. The firm offers both model portfolio programs and customized management, including a specialized MindShare Small Companies program that combines investor-sentiment analysis with fundamental research.

Client services

Based on Huntleigh Advisors, Inc.

Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Huntleigh Advisors, Inc.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Huntleigh Advisors, Inc.

Founder/Business Owner Retired

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Fee options

Percentage

$0 - $1,000,000: 2.00% $1,000,001 - $10,000,000: 1.50% $10,000,001+: 1.00%

Location

108 East Main Street

Dwight, IL 60420

Most active in

Alaska · Illinois · South Carolina

Work history

K. W. Chambers & Co.

1999 - Present (27 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Larry L

Series 63, Series 65

Dwight, IL

Huntleigh Advisors, Inc.

Larry Little is a financial advisor at Huntleigh Advisors, Inc. with 56 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Huntleigh Securities Corporation since 2017. He is also president of Planning Associates Ltd., where he has been involved in insurance sales since 1976, and owner of Illinois Charity Auctions, Limited, which organizes charitable auctions for 501(c)(3) organizations. Huntleigh Advisors, Inc. is an SEC-registered investment advisor serving individual, high-net-worth, charitable, trust, and business clients with discretionary and non-discretionary asset management, ERISA retirement-plan services, and third-party manager solicitation. The firm employs a range of strategies, including a MindShare Small Companies program that integrates investor sentiment, charting, and fundamental research to target micro-, small-, and mid-cap equities.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

William R

Series 63, Series 65

Dwight, IL

Huntleigh Advisors, Inc.

William Rodosky Jr. is a financial advisor with Huntleigh Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at K. W. Chambers & Co. since 1996 and has owned an accounting practice in Dwight, Illinois, since 1989. Huntleigh Advisors, Inc. is an SEC-registered investment advisor serving individual, high-net-worth, charitable, trust, and business clients. The firm offers discretionary and non-discretionary asset management, retirement plan services, and employs a range of investment strategies including a distinctive MindShare Small Companies program focused on micro-, small-, and mid-cap equities.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

John S

Series 63, Series 65

Dwight, IL

Huntleigh Advisors, Inc.

John Sullivan is a financial advisor at Huntleigh Advisors, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with K. W. Chambers & Co. since 1993. He is also an agent for fixed insurance products, with minimal time devoted to this activity. Huntleigh Advisors, Inc. is an SEC-registered investment advisor serving individual, high-net-worth, charitable, trust, and business clients. The firm provides discretionary and non-discretionary asset management, ERISA retirement-plan services, and employs a range of fundamental, technical, charting, and quantitative strategies, including a distinctive MindShare Small Companies program focused on micro-, small-, and mid-cap equities.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Charles S

Series 63, Series 65

Godley, IL

IP Financial Advisory Services LLC

Charles Schad is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior work includes over two decades at Raymond James Financial Services and roles at Oak Knoll Insurance Strategies and Innovation Partners LLC. He serves as a board member and chair of the Godley Public Water District in Godley, IL. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm offers customized investment portfolios and access to third-party advisors, emphasizing service to non-high-net-worth individuals.

Business succession planning Charitable giving & philanthropy Income planning Long-term care insurance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Randy O

CFP®, ChFC®, Series 63, Series 65

Kempton, IL

First Command Advisory Services

Randy Outhouse is a financial advisor with First Command Advisory Services, holding the CFP® and ChFC® designations and possessing 15 years of industry experience. He has been with First Command in various capacities since 2011. Outside of his advisory role, he assists in managing Linden View Farm and serves as an interim Deacon on the board of St. John's Lutheran Church. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, and brokerage and insurance product distribution. The firm emphasizes advisor-led planning relationships, a structured 12-month Tailored Professional Services engagement, and discretionary management of model portfolios by an in-house Investment Management Team.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals
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Justin F

Series 66

Dwight, IL

Edward Jones

Justin Fox is a Series 66-registered financial advisor with Edward Jones, where he has worked since 2022. He has three years of industry experience, including a prior role at Insight FS and ongoing involvement with Fox Farms. Fox serves as a trustee on the Union Township Board in Odell, Illinois. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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