Andrew Janusz
Advisor at OnePoint BFG Wealth Partners — Lombard, IL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFA®, Series 63, Series 65
Experience Industry experience
11 years
Location
Lombard, IL 60148
OnePoint BFG Wealth Partners
Multi-team
Andrew Janusz is a CFA® charterholder with 11 years of experience in financial services. He is currently an advisor at OnePoint BFG Wealth Partners and has held previous roles at firms including JP Morgan, Merrill Lynch, Bank of America, and Northwestern Mutual. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm employs a range of portfolio management approaches using third-party managers, proprietary models, and technology integrations to support its investment and operational processes.
Based on OnePoint BFG Wealth Partners
Based on OnePoint BFG Wealth Partners
May charge fixed or flat fees for investment advisory or other services, negotiated with client.
$0 - $500,000: 2.00% $500,001 - $1,000,000: 1.85% $1,000,001 - $5,000,000: 1.70% $5,000,000 - Negotiable: Negotiable
Certain advisors are dually registered representatives and receive commissions on brokerage transactions via PKS; commissions are separate from investment advisory fees.
Hourly fees may be charged for financial planning or consulting services, negotiated with client.
Fee-only: Financial planning and consulting fees typically negotiable on a flat fee basis; may also charge hourly or asset-based fees for financial planning and consulting services.
Lombard, IL
377 Butterfield Road, Suite 430
Lombard IL 60148
Advisors at this office
9
Illinois
11 years of industry experience
Bleakley Financial Group dba Spahn Financial & OnePoint BFG
2025 - Present • 1 year
Parsippany, NJ
Northwestern Mutual Wealth Management Company
2024 - 2025 • 1 year
Milwaukee, WI
Northwestern Mutual Investment Services LLC
2024 - 2025 • 1 year
Lombard, IL
Kevin Spahn
2024 - 2025 • 1 year
Lombard, IL
Bank of America, N.A.
2022 - 2024 • 2 years
Chicago, IL
Merrill Lynch
2022 - 2024 • 2 years
Chicago, IL
JP Morgan
2015 - 2022 • 7 years
Chicago, IL
Jpmorgan Securities LLC
2015 - 2022 • 7 years
Chicago, IL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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