Hanna An
Advisor at Chicago Oakbrook Financial Group — Oak Brook, 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
CFP®
Experience Industry experience
< 1 year
Location
Oak Brook, IL 60523
Chicago Oakbrook Financial Group
Team
Total advisors
10Clients per advisor
134 Very HighAvg AUM per client
$831,592 TypicalHNW client ratio
14% LowHanna An is a CFP® professional with experience at COFG Advisors, LLC and Daniel Choi CPA, Inc., totaling several years in financial services. She currently serves at Chicago Oakbrook Financial Group in Oak Brook, IL. Chicago Oakbrook Financial Group is a registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm provides customized wealth management, discretionary portfolio management, and comprehensive financial planning, utilizing a broad range of securities and investment strategies tailored to client objectives.
Based on Chicago Oakbrook Financial Group
Based on Chicago Oakbrook Financial Group
Up to $40,000 fixed fee for financial planning services
$0 - $250,000: 1.25% annually $250,001 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.90% annually $1,000,001 - $2,500,000: 0.80% annually $2,500,001 - $5,000,000: 0.75% annually $5,000,001+: 0.65% annually
Up to $500 per hour for financial planning services
Account minimum: $500,000 Fee-only: Hourly fees up to $500 per hour; Fixed fees up to $40,000 for financial planning services
Oak Brook, IL
903 Commerce Drive, Suite 300
Oak Brook IL 60523
Advisors at this office
10
Illinois · Texas
< 1 year of industry experience
COFG Advisors, LLC
2025 - Present • 1 year
Oakbrook, IL
COFG Advisors, LLC
2017 - 2025 • 8 years
Oakbrook, IL
Daniel Choi CPA, Inc.
2015 - 2017 • 2 years
Novi, MI
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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
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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
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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