Jack Dykema
Advisor at RAI Wealth — Naperville, 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
2 years
Location
Naperville, IL 60563
RAI Wealth
Team
Total advisors
6Clients per advisor
70 HighAvg AUM per client
$1,066,532 TypicalHNW client ratio
33% TypicalJack Dykema is a CFP® professional at RAI Wealth with two years of industry experience. He previously worked at Indiana Wesleyan University and the Chicago Golf Club. RAI Wealth provides investment advice and planning services to individuals, high-net-worth clients, families, trusts, estates, corporations, and small businesses. The firm uses risk-based proprietary model portfolios and modern portfolio theory, incorporating various investment strategies and third-party managers to tailor portfolios and deliver ongoing financial and tax planning services.
Based on RAI Wealth
Financial planning fees range from $300 to $2,500 per project; tax preparation fees range from $250 to $4,000 fixed fee.
$0 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001+: 0.75%
Advisory professionals may receive commissions for sale of securities and insurance products.
Ongoing financial planning services charged as an annual retainer (payment options include single, two, or four quarterly payments).
Naperville, IL
1700 Park Street, Suite 106
Naperville IL 60563
Advisors at this office
6
Illinois
2 years of industry experience
Private Client Services
2024 - Present • 2 years
Naperville, IL
Brown Wealth Management, LLC dba RAI Wealth
2023 - Present • 3 years
Naperville, IL
Indiana Wesleyan University
2022 - 2023 • 1 year
Marion, IN
Brown Wealth Management, LLC dba RAI Wealth
2022 - 2022 • 1 year
Naperville, IL
Instacart
2020 - 2021 • 1 year
West Chicago, IL
Chicago Golf Club
2016 - 2022 • 6 years
Wheaton, IL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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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