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Jose Luis Madrigal

Advisor at Lincoln Investment — Lombard, IL

Updated today

Credentials

Series 63, Series 65

Experience

23 years

Location

Lombard, IL 60148

Lincoln Investment logo

Lincoln Investment

Enterprise

Total advisors

884

Across 151 offices

Clients per advisor

156 Very High

Avg AUM per client

$157,266 Very Low

HNW client ratio

3% Low

About

Jose Madrigal is a financial advisor at Lincoln Investment in Lombard, IL, with 23 years of industry experience. He has been with Lincoln Investment since 2013 and holds Series 63 and Series 65 licenses. Lincoln Investment serves individuals, including high-net-worth clients, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of model and managed portfolio programs employing both strategic and tactical investment approaches.

Client services

Based on Lincoln Investment

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Lincoln Investment

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance

Occupation focus

Based on Lincoln Investment

Educators, Teachers, and Academics Self-Employed Executive

Demographic focus

Based on Lincoln Investment

Retired Mid-Career Professionals

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Fee options

Fixed

Flat fees for financial planning and consulting services, negotiable and disclosed in Planning Services Agreement

Percentage

$0 - $500,000: Wealth Solutions Platform Fee 0.15%; Workplace Retirement Solutions Platform Fee 0.24% $500,000.01 - $1,000,000: Wealth Solutions Platform Fee 0.12%; Workplace Retirement Solutions Platform Fee 0.21% $1,000,000.01 - $2,000,000: Wealth Solutions Platform Fee 0.10%; Workplace Retirement Solutions Platform Fee 0.19% $2,000,000.01 - $5,000,000: Wealth Solutions Platform Fee 0.08%; Workplace Retirement Solutions Platform Fee 0.17% $5,000,000.01 - $10,000,000: Wealth Solutions Platform Fee 0.06%; Workplace Retirement Solutions Platform Fee 0.15% $10,000,000.01 - $20,000,000: Wealth Solutions Platform Fee 0.04%; Workplace Retirement Solutions Platform Fee 0.15% $20,000,000.01 - $35,000,000: Wealth Solutions Platform Fee 0.03%; Workplace Retirement Solutions Platform Fee 0.15% Over $35,000,000+: Wealth Solutions Platform Fee 0.02%; Workplace Retirement Solutions Platform Fee 0.15%

Commissions

Brokerage and insurance commissions and fees; additional compensation from third-party sales and marketing support; fees and commissions outside advisory services

Project-based

Hourly fees for financial planning services, negotiable and disclosed in Planning Services Agreement

Other

Fee-only: Financial planning fees charged on an hourly or flat fee basis, negotiable per agreement

Location

See office

Lombard, IL

Suite 150, 500 Waters Edge

Lombard IL 60148

Advisors at this office

12

Most active in

Illinois · Indiana

Work history

23 years of industry experience

Lincoln Investment

2013 - Present • 13 years

Lombard, IL

Disclosures

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

Business activities & affiliations

Noah Y

Series 65

West Chicago, IL

York Wealth Management, LLC

Noah York is the sole advisor at York Wealth Management, LLC, an independent registered investment adviser based in West Chicago, IL. He holds a Series 65 designation and has one year of industry experience. Prior to founding his firm in 2024, he worked at West Chicago Bible Church for five years. Outside of financial advising, Noah coaches youth sports through Official Finders, LLC, a role he has held since 2014. York Wealth Management provides discretionary portfolio management and tiered financial planning services to individual and high-net-worth clients. The firm utilizes model portfolios from the Altruist Model Marketplace and applies tactical and strategic asset allocation with ongoing monitoring and tax-management tools.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business Financial Management Entity structure planning (LLC, S-Corp) Tax strategies for small businesses Self-Employed Founder/Business Owner
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John D

Series 65, Series 63

Hinsdale, IL

Doncaster Wealth LLC

John Doncaster is the principal advisor of Doncaster Wealth LLC in Hinsdale, IL, with 12 years of industry experience. He previously spent over a decade with Northwestern Mutual in various roles and has maintained an ongoing affiliation with Pacific Life since 2012. Outside of his advisory work, he is also involved in insurance sales and servicing. Doncaster Wealth LLC is an independent registered investment adviser serving approximately 35 clients with $11 million in assets. The firm offers discretionary asset management and fee-based financial planning, employing tailored investment strategies that incorporate fundamental and cyclical analysis alongside Modern Portfolio Theory.

General retirement planning Income planning Wealth management Tax-loss harvesting Charitable giving tax strategies

Maggie B

CFP®, CPA, RICP®

Naperville, IL

NexJenn Financial Services

I believe that everyone should have access to a professional advisor who understands their needs and can help them achieve the lifestyle they desire. As a financial advisor, I am dedicated to learning about your personal goals and using them to build a retirement plan tailored to your unique situation. NexJenn Financial Services was founded in response to the demand for financial planning from my tax clients. Often squeezed between spending for their kids’ education, caring for an elderly relative and saving for their own retirement, many were anxious about their financial future. I have enjoyed helping my clients find a balance and focus on building a strong financial future. I am a CPA® and CERTIFIED FINANCIAL PLANNER Professional®, as well as a Retirement Income Certified Professional®. Additionally, I am a member of the National Association of Personal Financial Advisors and the XY Planning Network. In my spare time, my husband and I volunteer at a homeless shelter. I also love to bike and travel and am an aspiring photographer. I have been married for 30 years and together with my awesome husband, we’ve raised three awesome kids.

General retirement planning Elder care planning Sandwich Generation Gen X (Born 1965-1980)
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Christopher K

Series 63, Series 65

Wheaton, IL

Wolfstone Wealth

Christopher Krzus is a financial advisor at Wolfstone Wealth with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for U.S. Bancorp Investments for 12 years before joining Wolfstone Wealth in 2023. Outside of his financial advisory role, he coaches 8th grade girls volleyball at the Sports Performance Volleyball Club in Aurora, IL. Wolfstone Wealth provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, businesses, and qualified retirement plans. The firm uses a proprietary, diversified asset allocation methodology informed by multiple analytical approaches and offers customized portfolio management with regular plan reviews.

Active portfolio management Options & derivatives strategies Private / alternative investments
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Jeffrey D

CFP®

Glen Ellyn, IL

4D Financial Advisors, LLC

Jeffrey Dvorak is a CFP® professional with 13 years of experience in financial advising. He has been the sole advisor at 4D Financial Advisors, LLC since 2012. 4D Financial Advisors serves individual and high-net-worth clients by providing investment supervisory services and comprehensive financial planning, including retirement, tax, estate, insurance, and education planning. The firm manages approximately $88 million for about 62 clients, employing a long-term, globally diversified investment approach tailored to documented client objectives and risk tolerance.

General retirement planning Social Security optimization Tax-loss harvesting
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Michael A

Series 65

Elk Grove Village, IL

MOA Advisory & Financial Services Co

Michael Akinosho is the principal advisor at MOA Advisory & Financial Services Co. He holds a Series 65 designation and has five years of industry experience. Prior to his current role, he held positions at Engooden Health Inc. and Global View Capital Management, Ltd. In addition to his advisory work, he serves as Manager of Technical Accounting for the American Medical Association, overseeing financial reporting and budgeting for over 240 physicians and medical students. MOA Advisory & Financial Services Co is a state-registered investment adviser that provides discretionary portfolio management and financial planning to individuals, families, trusts, estates, pension and profit-sharing plans, pooled investment vehicles, and small businesses. The firm integrates a long-term core asset-allocation approach with technically based, rule-driven strategies, and maintains an in-house tax and accounting practice offering tax preparation and planning services alongside its advisory work.

Active portfolio management Options & derivatives strategies Concentrated stock management
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