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Joseph Frederick Pedrigi

Advisor at LPL Financial — Roselle, IL One Irving Park Road East

Updated today

Credentials

Series 63, Series 66

Experience

25 years

Location

Roselle, IL 60172

LPL Financial logo

LPL Financial

Institution

Total advisors

22,716

Across 10,432 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Joseph Pedrigi is a financial advisor with LPL Financial based in Roselle, IL, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. His prior work includes roles at Scottrade from 2004 to 2021 and TD Ameritrade from 2018 to 2021. He is also employed by Itasca Bank & Trust Co. as a licensed branch employee involved in investment-related activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Roselle, IL One Irving Park Road East

One Irving Park Road East

Roselle IL 60172

Advisors at this office

2

Most active in

Illinois · Texas

Work history

25 years of industry experience

Itasca Bank & Trust Co

2021 - Present • 5 years

Itasca, IL

LPL Financial

2021 - Present • 5 years

Itasca, IL

TD Ameritrade Investment Management, LLC

2018 - 2021 • 3 years

Omaha, NE

TD Ameritrade, inc.

2018 - 2021 • 3 years

Park Ridge, IL

Scottrade

2004 - 2021 • 17 years

Schaumburg, IL

Disclosures

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

Business activities & affiliations

Melissa O

Series 66

Northbrook, IL

Strategic Advisors of Illinois

Melissa Osuch is a financial advisor with Strategic Advisors of Illinois, holding a Series 66 designation and 20 years of industry experience. She has been with Strategic Advisors of Illinois since 2006 and has also worked at LPL Financial LLC since 2011. In addition to her advisory role, she is involved in accounting and tax preparation services through AMM Accounting Services. Strategic Advisors of Illinois provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on pre-retirement and post-retirement planning. The firm offers discretionary asset management, tiered ongoing financial planning, and educational seminars, constructing customized portfolios primarily through a wrap-fee program that integrates advisory services and trade execution.

Retirement income strategy Roth conversion strategy Charitable giving & philanthropy Liquidity event planning General estate planning guidance Executive

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

John N

CFP®, CPWA®, CPA

Mount Prospect, IL

Alo Financial Planning

John Nowak CFP® practitioner specializes in retirement planning for seasoned professionals; providing guidance to turn decades of saving into a Tax-Wise, Income-Smart, Experience-Rich retirement. He is a fiduciary who focuses on all aspects of your retirement journey: - turning savings into a retirement paycheck - reducing expected taxes over time - claiming Social Security and Medicare - aligning your portfolio with your lifestyle and bucket lists - enjoying your life while reducing regrets - leaving a legacy, not a burden and confusion for your family John works primarily with couples and single-women across the country who are looking for personalized planning and holistic advice for their retirement. Your ideas, vision, and concerns are our primary focus. John founded Alo Financial Planning in 2018 after becoming a planner in 2007, and following a career in accounting. He is a proud alum of the University of Illinois, graduating with honors in 1999 and a degree in Accountancy.

Retirement income strategy Retirement withdrawal strategies Roth conversion strategy General tax planning Wealth management Retired Executive Sales Professional Financial Professional Technology Professional Approaching retirement Retired Established Professionals

James M

Series 65

Algonquin, IL

Hendricks Wealth and Estate Management

James Madl is a financial advisor at Hendricks Wealth and Estate Management with a Series 65 designation and four years of industry experience. Hendricks Wealth and Estate Management advises individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a range of analytical approaches and integrates financial planning with tax, insurance, and corporate-structure considerations, providing coordinated legal, tax, and insurance services through affiliated professionals.

General retirement planning Income planning Equity compensation tax strategy Business Financial Management
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Nicole A

CFP®, Series 66

Wood Dale, IL

Parallel Advisors, LLC

Nicole Amore is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Parallel Advisors, LLC since 2025. Prior to joining Parallel, she worked at Falcon Wealth Planning, Inc., E*TRADE Capital Management LLC, E*Trade Securities LLC, and Morgan Stanley. She also serves as an adjunct professor of finance at multiple institutions, including Harper College, UCLA Extension, New York University, and John Carroll University. Parallel Advisors serves individuals, businesses, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach that includes fundamental, technical, and cyclical analysis, and integrates held-away account management and adviser-only investment vehicles.

Private / alternative investments Options & derivatives strategies Tax-loss harvesting
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Eric K

CFP®, AIF®, CIMA®, Series 66

Prospect Heights, IL

Savvy

Eric Kirste, CFP®, CIMA®, AIF® is the Co-Founder, Principal Wealth Manager at Savvy Advisors, Inc. He has been featured in Barron's, The Wall Street Journal, InvestmentNews, Business Insider, GoBankingRates, and U.S. News & World Report. With a deep-rooted passion for service and enriching the lives of others, Eric found his calling as a wealth management professional early on. Eric brings over 24 years of deep experience working closely with individuals and families in transition, helping them navigate difficult changes. Compassion is important to Eric, and he helps clients who are going through a divorce or grieving the loss of a spouse or family member get through the transition to financial independence and overcome new challenges with confidence. He also helps business owners and individuals looking to retire early or nearing retirement ensure they are best prepared for their ideal retirement lifestyle. At Savvy, he strives to help his clients align their money with their values, provide integrated solutions to serve all of their needs and empower them to make a lifetime of smart financial decisions. Importantly, Eric is committed to keeping his clients’ best interests top of mind while offering ongoing guidance, encouragement and accountability. With a passion for helping others, Eric has volunteered for the Foundation for Financial Planning, AARP and is the Treasurer on the Board of Wings For Widows. Eric is a native of the northwest suburbs of Chicago. He is committed to giving back to his community and serves as the Treasurer for the Prospect Heights Park District Board of Commissioners and the Old Orchard Country Club. He enjoys spending time with his wife, Alisa, their two sons, Logan and Matthew, and their rescue dog, Bear.

Retirement income strategy Social Security optimization Charitable giving & philanthropy Roth conversion strategy Early retirement planning Retired Executive Self-Employed Approaching retirement Retired
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