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Eric David Wills

Advisor at Park River Advisors — Shorewood, IL

Updated today

Credentials

CFA®

Experience

3 years

Location

Shorewood, IL

Park River Advisors logo

Park River Advisors

Supported

Total advisors

2

Clients per advisor

19 Low

Avg AUM per client

$1,187,526 High

HNW client ratio

39% High

About

Eric Wills is a CFA® charterholder and financial advisor at Park River Advisors with three years of industry experience. He previously worked at Point72, Zazove Associates, and Calamos Investments. Park River Advisors is a small, state-registered investment adviser that provides discretionary portfolio management, financial planning, and investment consulting to individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $28.1 million for a compact client roster and employs a tactical allocation approach combining fundamental, technical, and cyclical analysis across multiple asset classes.

Client services

Based on Park River Advisors

Financial planning Portfolio management

Expertise

Based on Park River Advisors

Retirement income strategy Social Security optimization Income planning Long-term care insurance Equity compensation tax strategy

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Fee options

Fixed

Fixed fee for Financial Planning Services up to $5,000 per plan; Investment Consulting Services fixed fee $5,000 to $20,000 per month

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $3,000,000: 0.65% $3,000,001 - $5,000,000: 0.50% Over $5 million+: Negotiable

Project-based

$500 per hour for Investment Consulting Services

Other

Minimum fee: Management fees range from $2,500 to $10,000 per annum depending on strategy and account size; negotiated at discretion Fee-only: Fixed fee for Financial Planning Services up to $5,000 per plan; Investment Consulting Services fixed fee $5,000 to $20,000 per month; hourly fee $500 per hour

Location

Shorewood, IL

Shorewood IL

Advisors at this office

2

Most active in

Illinois · Nevada

Work history

3 years of industry experience

Park River Advisors

2022 - Present • 4 years

Shorewood, IL

Point72

2022 - 2022 • 1 year

Stamford, CT

Zazove Associates

2018 - 2022 • 4 years

Incline Village, NV

Calamos Investments

2007 - 2018 • 11 years

Naperville, IL

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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Douglas R

Series 63

New Lenox, IL

Lenox Capital Management, Inc.

Douglas Ruth is the president and owner of Lenox Capital Management, Inc., an independent registered investment adviser based in New Lenox, Illinois. He holds a Series 63 designation and has 40 years of industry experience. Ruth has led Lenox Capital Management since 1997 and has been involved with Lenox Financial Services, Inc. since 1994. He also serves as a board member of TB Clinic and operates an insurance agency offering life, health, and dental products. Lenox Capital Management provides portfolio management and financial planning services primarily to individual clients, as well as businesses and institutions. The firm employs both fundamental and technical analysis, supporting active and passive investment strategies, with ongoing account reviews conducted by Ruth as the sole adviser.

Active portfolio management General tax planning
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Anthony K

Series 65

Homer Glen, IL

Paisley Financial LLC

Anthony Krcmar is the managing member of Paisley Financial LLC with 16 years of industry experience. He holds a Series 65 designation and has held roles at Grassland Capital, LLC and Bluestem Capital Partners, LLC. Outside of his advisory work, he is involved with Kwiktrading, where he dedicates time as an associated person. Paisley Financial serves individual clients, including high-net-worth households, as well as pension and institutional clients, providing financial consulting, retirement and estate planning, and portfolio management. The firm employs an individualized asset-allocation approach using a broad range of securities and strategies, with regular portfolio reviews and third-party custodianship.

General retirement planning College savings (529s, UTMA, etc.) Business succession planning Founder/Business Owner Retired
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David F

Series 63, Series 65

Minooka, IL

Finnestad Financial

David Finnestad is the sole advisor at Finnestad Financial in Minooka, IL, holding Series 63 and Series 65 licenses with 28 years of experience in the financial industry. He has been self-employed in the livestock and agriculture sector since 1994 alongside his financial advisory work that began in 1987. Finnestad Financial provides fee-only investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers discretionary portfolio management using a variety of analytical methods and implements client-directed strategies with ongoing monitoring tailored to each client's objectives and risk tolerance.

Options & derivatives strategies Active portfolio management
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Mohit A

Series 65

Plainfield, IL

Century Trace Investment Advisors LLC

Mohit Aggarwal is a financial advisor at Century Trace Investment Advisors LLC with four years of industry experience. He holds a Series 65 designation and has prior work experience with NTT Data and Infosys BPO Ltd. Century Trace Investment Advisors LLC provides personalized investment advisory and portfolio management services primarily to individuals and small businesses. The firm employs a long-term, buy-and-hold investment approach with diversified portfolios and offers both custom and model strategies, delivering services on a non-discretionary basis with client trade approval.

College savings (529s, UTMA, etc.) Self-Employed
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Michael L

Series 63, Series 65

Bolingbrook, IL

MLN Investments LLC

Michael Lavelle is the sole advisor at MLN Investments LLC in Bolingbrook, IL, holding Series 63 and Series 65 designations with 25 years of industry experience. He has managed MLN Investments since 2012 and has also been involved with MoneyBlock since 2014. MLN Investments LLC provides discretionary investment supervisory services to individuals, including high-net-worth clients, as well as institutional clients such as banks, pension plans, trusts, and corporations. The firm employs a multi-faceted investment approach incorporating charting, fundamental, technical, and cyclical analysis, and utilizes strategies involving mutual funds, equities, bonds, ETFs, REITs, options, and futures.

Options & derivatives strategies Active portfolio management
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David L

ChFC®, Series 63

Willow Springs, IL

Comprehensive Planning, Inc.

David Lucado is a financial advisor at Comprehensive Planning, Inc. with 51 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Comprehensive Planning since 2015, having been self-employed since 1973. Comprehensive Planning, Inc. advises individuals and small businesses on mutual funds, variable annuities, variable life products, and a range of individual insurance products. The firm operates as both a licensed insurance agency and a branch of a broker-dealer, providing recommendations based on client information without exercising investment discretion or charging advisory fees.

Annuities Life insurance needs analysis Long-term care insurance Disability insurance
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