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Christopher J De Simone

Advisor at Stratos Wealth Partners, Ltd — Elmhurst, IL

Updated today

Credentials

Series 66

Experience

6 years

Location

Elmhurst, IL 60126

Stratos Wealth Partners, Ltd logo

Stratos Wealth Partners, Ltd

Enterprise

Total advisors

379

Across 130 offices

Clients per advisor

66 Typical

Avg AUM per client

$706,728 High

HNW client ratio

17% Typical

About

Christopher De Simone is a financial advisor at Stratos Wealth Partners, Ltd with six years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and VALIC Financial Advisors Inc. Outside of financial advising, he has been involved in real estate property management and sales since 2002. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, access to model portfolios, and retirement plan consulting through a large network of investment adviser representatives.

Client services

Based on Stratos Wealth Partners, Ltd

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Stratos Wealth Partners, Ltd

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy

Occupation focus

Based on Stratos Wealth Partners, Ltd

Executive Founder/Business Owner Retired Financial Professional

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Fee options

Fixed

Flat fees available for financial plans with engagement terminating on delivery; max flat fee asset management up to 2.0%.

Percentage

$0 - $10,000: Not explicitly stated (minimum account size $10,000, in certain cases lower) $10,000+: Maximum annual advisory fee is 2.0% for Strategic Wealth Management and other advisor-managed non-wrap accounts $5,000+: Minimum account for LPL's Guided Wealth Portfolios (GWP) Managed Service $10,000+: Minimum account for LPL's Optimum Market Portfolios (OMP) Program $25,000+: Minimum account for LPL's Model Wealth Portfolios Program (MWP); fee up to 2.83% $100,000+: Minimum account for LPL's Manager Access Select (MAS)/Managed Access Network (MAN) Program $250,000+: Minimum account for LPL's Personal Wealth Portfolios Program (PWP)

Commissions

IARs registered representatives of LPL may earn commissions on securities and insurance products; commissions vary.

Project-based

Hourly consulting fees typically range up to $500 per hour, may be higher in some cases.

Subscriptions

Subscription financial planning fees negotiated between IAR and client on a recurring monthly or quarterly basis.

Other

Account minimum: $10,000 Minimum fee: Financial Planning/Consulting Fees are negotiable; hourly fees typically up to $500 per hour; subscription fees negotiated between IAR and client. Fee-only: Negotiable financial planning and consulting fees; hourly up to $500/hour; subscription financial planning fees negotiated.

Location

See office

Elmhurst, IL

340 Butterfield Road

Elmhurst IL 60126

Advisors at this office

2

Most active in

Illinois

Work history

6 years of industry experience

Stratos Wealth Partners, Ltd.

2026 - Present • 1 year

Elmhurst, IL

LPL Financial LLC

2026 - Present • 1 year

Elmhurst, IL

unemployed

2025 - 2026 • 1 year

Chicago, IL

Edward Jones

2019 - 2025 • 6 years

Chicago, IL

VALIC Financial Advisors Inc

2019 - 2019 • 1 year

Chicago, IL

lyft

2018 - 2019 • 1 year

Chicago, IL

Chris DeSimone Real Estate

2002 - 2019 • 17 years

Chicago, IL

Disclosures

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

Business activities & affiliations

Noah Y

Series 65

West Chicago, IL

York Wealth Management, LLC

Noah York is the sole advisor at York Wealth Management, LLC, an independent registered investment adviser based in West Chicago, IL. He holds a Series 65 designation and has one year of industry experience. Prior to founding his firm in 2024, he worked at West Chicago Bible Church for five years. Outside of financial advising, Noah coaches youth sports through Official Finders, LLC, a role he has held since 2014. York Wealth Management provides discretionary portfolio management and tiered financial planning services to individual and high-net-worth clients. The firm utilizes model portfolios from the Altruist Model Marketplace and applies tactical and strategic asset allocation with ongoing monitoring and tax-management tools.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business Financial Management Entity structure planning (LLC, S-Corp) Tax strategies for small businesses Self-Employed Founder/Business Owner
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Nicole A

CFP®, Series 66

Wood Dale, IL

Parallel Advisors, LLC

Nicole Amore is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Parallel Advisors, LLC since 2025. Prior to joining Parallel, she worked at Falcon Wealth Planning, Inc., E*TRADE Capital Management LLC, E*Trade Securities LLC, and Morgan Stanley. She also serves as an adjunct professor of finance at multiple institutions, including Harper College, UCLA Extension, New York University, and John Carroll University. Parallel Advisors serves individuals, businesses, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach that includes fundamental, technical, and cyclical analysis, and integrates held-away account management and adviser-only investment vehicles.

Private / alternative investments Options & derivatives strategies Tax-loss harvesting

Tom S

Series 63, Series 66, Series 7, CFP®, CLU®, RICP®

Schaumburg, IL

Eagle Strategies (NY Life)

Tom Sunny is a financial advisor with Eagle Strategies (NY Life) based in Schaumburg, IL, holding Series 63 and Series 66 credentials and nine years of industry experience. He operates Sunny Financial Strategies, LLC, offering New York Life products and brokering non-registered insurance products. He serves as a board member and marketing director for the Illinois chapter of the National Association of Insurance and Financial Advisors (NAIFA). Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Multi-generational wealth transfer Life insurance needs analysis Retired Founder/Business Owner Executive Technology Professional Doctor or Medical Professional Retired Approaching retirement Established Professionals Mid-Career Professionals Young Professionals
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John D

Series 65, Series 63

Hinsdale, IL

Doncaster Wealth LLC

John Doncaster is the principal advisor of Doncaster Wealth LLC in Hinsdale, IL, with 12 years of industry experience. He previously spent over a decade with Northwestern Mutual in various roles and has maintained an ongoing affiliation with Pacific Life since 2012. Outside of his advisory work, he is also involved in insurance sales and servicing. Doncaster Wealth LLC is an independent registered investment adviser serving approximately 35 clients with $11 million in assets. The firm offers discretionary asset management and fee-based financial planning, employing tailored investment strategies that incorporate fundamental and cyclical analysis alongside Modern Portfolio Theory.

General retirement planning Income planning Wealth management Tax-loss harvesting Charitable giving tax strategies

Maggie B

CFP®, CPA, RICP®

Naperville, IL

NexJenn Financial Services

I believe that everyone should have access to a professional advisor who understands their needs and can help them achieve the lifestyle they desire. As a financial advisor, I am dedicated to learning about your personal goals and using them to build a retirement plan tailored to your unique situation. NexJenn Financial Services was founded in response to the demand for financial planning from my tax clients. Often squeezed between spending for their kids’ education, caring for an elderly relative and saving for their own retirement, many were anxious about their financial future. I have enjoyed helping my clients find a balance and focus on building a strong financial future. I am a CPA® and CERTIFIED FINANCIAL PLANNER Professional®, as well as a Retirement Income Certified Professional®. Additionally, I am a member of the National Association of Personal Financial Advisors and the XY Planning Network. In my spare time, my husband and I volunteer at a homeless shelter. I also love to bike and travel and am an aspiring photographer. I have been married for 30 years and together with my awesome husband, we’ve raised three awesome kids.

General retirement planning Elder care planning Sandwich Generation Gen X (Born 1965-1980)
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Christopher K

Series 63, Series 65

Wheaton, IL

Wolfstone Wealth

Christopher Krzus is a financial advisor at Wolfstone Wealth with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for U.S. Bancorp Investments for 12 years before joining Wolfstone Wealth in 2023. Outside of his financial advisory role, he coaches 8th grade girls volleyball at the Sports Performance Volleyball Club in Aurora, IL. Wolfstone Wealth provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, businesses, and qualified retirement plans. The firm uses a proprietary, diversified asset allocation methodology informed by multiple analytical approaches and offers customized portfolio management with regular plan reviews.

Active portfolio management Options & derivatives strategies Private / alternative investments
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