user avatar

Glenn A. Georgantas

Advisor at Citigroup Global Markets — Morris, IL

Updated today

Credentials

Series 63, Series 66

Experience

22 years

Location

Morris, IL

Citigroup Global Markets logo

Citigroup Global Markets

Enterprise

Total advisors

2,422

Across 527 offices

Clients per advisor

24 Very Low

Avg AUM per client

$714,318 High

HNW client ratio

40% Very High

About

Glenn Georgantas is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His career includes 20 years at Harris Investor Services Inc. and four years at LPL Financial before joining Citigroup in 2025. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles and arrangements.

Client services

Based on Citigroup Global Markets

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Security ratings or pricing Asset allocation advice

Expertise

Based on Citigroup Global Markets

Tax-loss harvesting ESG / Sustainable investing

Occupation focus

Based on Citigroup Global Markets

Executive Founder/Business Owner Attorney Consultant Technology Professional

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$25,000+: Up to 2.00% annual, negotiable based on multiple factors $25,000,000+: Up to 2.00% annual, negotiable (for Discretionary Bespoke and Advisory Portfolios Custom minimums this high) $100,000+: Up to 2.00% annual, negotiable (varies by program and investment option)

Performance-based

Certain third-party investment managers and private funds may charge performance fees in addition to asset-based fees; CGMI does not charge performance fees at portfolio level.

Other

Account minimum: Varies by program and client segment; lowest specific stated minimum is $25,000 (e.g., Dynamic Allocation Portfolios – UMA Program minimum $25,000; MACS Citi Active Allocation Standard portfolio minimum $25,000; Fiduciary Services and Manager Selection Program minimum $50,000; other programs have much higher minimums, some up to $25 million or more). Because multiple minimums are stated depending on program and investment option, overall account minimum not a single value.

Location

See office

Morris, IL

Morris IL

Advisors at this office

1

Most active in

Illinois · Texas

Work history

22 years of industry experience

Citigroup

2025 - Present • 1 year

Orland Park, IL

LPL Financial

2021 - 2025 • 4 years

Joliet, IL

Harris Investor Services Inc

2005 - 2025 • 20 years

Frankfort, IL

Disclosures

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

Business activities & affiliations

user avatar

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
user avatar

Eric W

CFA®

Shorewood, IL

Park River Advisors

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.

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

Adam O

Series 65

Shorewood, IL

Park River Advisors

Adam Ogle is a financial advisor at Park River Advisors with a Series 65 designation and one year of industry experience. He has worked at SAP since 2011 as a Principal Enterprise Architect, focusing on guiding customers from on-premises legacy software applications to SAP’s cloud-based solutions. Park River Advisors is a small, state-registered firm providing discretionary portfolio management, financial planning, and investment consulting to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a tactical allocation approach blending fundamental, technical, and cyclical analysis to manage customized portfolios across various asset classes.

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

Brandon M

Series 65

Joliet, IL

1834 Investment Advisors Co.

Brandon Muzzarelli is a financial advisor with 1834 Investment Advisors Co. and holds a Series 65 designation. He has one year of experience at 1834 Investment Advisors and 19 years of experience at Old National Bank, where he is a portfolio manager. Outside of his advisory role, he serves as the Treasurer for the Village of Gardner, IL. 1834 Investment Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes asset allocation and customized portfolio strategies, working closely with its affiliate Old National Bank and offering specialized services such as cash-balance defined benefit plan management and private investment consulting.

Private / alternative investments Tax-loss harvesting Concentrated stock management Wealth management
user avatar

Fredrick R

Series 63, Series 65

Morris, IL

O'Hagan Group, Inc.

Fredrick Robinson is a financial advisor with O'Hagan Group, Inc. in Morris, Illinois, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at firms including Purshe Kaplan Sterling Investments, Arbor Point Advisors, and SECURITIES AMERICA, inc., and has been with O'Hagan Group since 2012. Outside of advisory work, Robinson manages a grain farming operation and provides individual income tax preparation services. O'Hagan Group offers financial planning, consulting, and discretionary investment management to individuals, trusts, and estates, focusing on retirement accounts and a range of asset types. The firm employs a growth-and-value investment approach with fundamental company analysis and manages portfolios on a discretionary basis with continuous monitoring.

General retirement planning Wealth management Retirement income strategy
user avatar

Donald P

CFA®

Joliet, IL

1834 Investment Advisors Co.

Donald Powell is a CFA® charterholder with four years of industry experience. He is currently a Portfolio Manager at 1834 Investment Advisors Co. and also holds a similar role at 1834 Wealth Management, a division of Old National Bank. Both firms are subsidiaries of Old National Bancorp. 1834 Investment Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes asset allocation and customized portfolio strategies and leverages both internal and external models, including proprietary strategies developed in affiliation with Old National Bank.

Private / alternative investments Tax-loss harvesting Concentrated stock management Wealth management
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")