Jack Dykema
Advisor at RAI Wealth
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.
Advisor at RAI Wealth
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.
Jack Dykema is a CFP® professional with experience at RAI Wealth and Private Client Services since 2022. He has a background that includes roles in wealth management, education, and service at the Chicago Golf Club. RAI Wealth provides investment advice and planning 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, offering discretionary portfolio management and customized financial planning tailored to client needs.
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).
1700 Park Street, Suite 106
Naperville, IL 60563
Illinois
Private Client Services
2024 - Present (2 years)
Brown Wealth Management, LLC dba RAI Wealth
2023 - Present (3 years)
Indiana Wesleyan University
2022 - 2023 (1 year)
Brown Wealth Management, LLC dba RAI Wealth
2022 - 2022 (1 year)
Instacart
2020 - 2021 (1 year)
Chicago Golf Club
2016 - 2022 (6 years)
Wheaton Academy
2014 - 2016 (2 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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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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