Brandon Schabell
Advisor at Schabell Financial, LLC
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.
Advisor at Schabell Financial, LLC
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.
Location
Naperville, IL
Credentials
Series 65
Brandon Schabell is a financial advisor and the sole principal of Schabell Financial, LLC, an independent firm based in Naperville, Illinois. He holds a Series 65 designation and has professional experience that includes roles at Valor Equity Partners, GoHealth, and Purdue University, among others. Outside of advising, he operates several businesses including a tax preparation firm, a consulting group, and a podcast production company. Schabell Financial is a newly formed independent advisory firm that plans to offer discretionary portfolio management primarily for individuals, high-net-worth clients, and trusts. The firm follows a long-term, goals-based investment approach focused on strategic asset allocation using ETFs and mutual funds, with potential inclusion of individual securities and private credit for qualified clients.
Based on Schabell Financial, LLC
$0 - $1,000,000: 1.00% $1,000,000 - $3,000,000: 0.85% $3,000,000 - $10,000,000: 0.75% $10,000,000+: 0.55%
Naperville, IL
Illinois
What to Carry, LLC
2026 - Present (1 year)
Schabell Tax Services, LLC
2025 - Present (1 year)
Schabell Consulting Group, LLC
2025 - Present (1 year)
Schabell Financial, LLC
2025 - Present (1 year)
Blue Oak Homes, LLC
2024 - Present (2 years)
Latitude AI
2023 - Present (3 years)
Argo AI
2022 - 2023 (1 year)
Valor Equity Partners
2021 - 2022 (1 year)
GoHealth
2020 - 2021 (1 year)
Wi-Tronix
2018 - 2020 (2 years)
Community Brands
2016 - 2018 (2 years)
Purdue University
2015 - 2016 (1 year)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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