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Krzysztof Garlewicz

Advisor at Prosperifi LLC — Des Plaines, IL

Updated today

Credentials

CFP®, Series 66

Experience

18 years

Location

Des Plaines, IL 60016

Prosperifi LLC logo

Prosperifi LLC

Supported

Total advisors

1

Clients per advisor

88 High

Avg AUM per client

$839,360 Typical

HNW client ratio

44% High

About

Krzysztof Garlewicz is a CFP® and Series 66-registered advisor with 18 years of industry experience. He has worked at ProsperiFi LLC since 2017 and previously spent seven years with LPL Financial. In addition to his advisory work, he is an author associated with the Financial Freedom Formula and has engaged in speaker and content creation activities. ProsperiFi LLC provides advisory services to individuals, pension and profit-sharing plans, corporations, and family-owned businesses. The firm employs a multi-faceted investment approach incorporating fundamental, quantitative, and technical analysis, along with modern portfolio theory, and offers access to alternative investments and third-party money managers.

Client services

Based on Prosperifi LLC

Financial planning Portfolio management Pension consulting

Expertise

Based on Prosperifi LLC

Private / alternative investments Options & derivatives strategies Real estate investing Annuities

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Fee options

Fixed

Fixed fees for financial planning and pension consulting between $1,000 and $50,000

Percentage

$0 - $500,000: 1.85% $500,001 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.70% $3,000,001 - $5,000,000: 0.50% $5,000,001+: 0.25%

Project-based

Hourly fees for financial planning between $200 and $2,500; hourly fees for pension consulting between $500 and $2,000

Other

Account minimum: $500,000 Fee-only: Financial planning and pension consulting fixed fees $1,000 to $50,000; hourly fees $200 to $2,500 for financial planning and $500 to $2,000 for pension consulting

Location

Des Plaines, IL

701 Lee Street, Suite 650

Des Plaines IL 60018

Advisors at this office

1

Most active in

Illinois · Texas · Wisconsin

Work history

18 years of industry experience

ProsperiFi, LLC

2017 - Present • 9 years

Rosemont, IL

LPL Financial, llc

2016 - 2023 • 7 years

Rosemont, 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

Emil A

Series 66, Series 7

Northfield, IL

Momentum Wealth Management

Emil Aldaddah is a Co-Founder, Chief Investment Officer, and Managing Partner at Momentum Wealth Management, with nearly two decades of experience delivering institutional-caliber investment management solutions. He specializes in developing tailored strategies for ultra-high-net-worth individuals, family offices, trustees, entrepreneurs, and private foundations. At Charles Schwab and Morgan Stanley Wealth Management, Emil managed portfolios totaling over $1.7 billion in assets under management, including $380 million in advisory services, serving individuals with net worths exceeding $1 billion, family offices, and public figures. His approach integrates asset management, financial planning, estate strategies, and alternative investments, helping clients preserve and grow wealth across generations. Prior to founding Momentum Wealth Management, Emil held roles at Avatar Securities, where he managed over $175 million in long/short equity exposure and developed algorithmic trading strategies applying statistical arbitrage and market-neutral equity approaches, and at Blackmore Partners, where he advised on M&A transactions and capital raises up to $500 million for C-suite leadership and private equity firms. Emil holds a BS in Finance from DePaul University and completed advanced studies at the University of Nicosia. He maintains Series 7, 66, and 56 registrations. Fluent in Arabic, he has served on the Young Visions Board of the Israel Cancer Research Fund and is a member of the Chicago Leadership Alliance.

Private / alternative investments Wealth management Business succession planning Tax-loss harvesting RSUs / ISOs / NSOs Executive Founder/Business Owner Retired Doctor or Medical Professional Technology Professional Intergenerational Families HENRY (High Earners, Not Rich Yet) Established Professionals Retired Gen X (Born 1965-1980)

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

Vincent D

CFP®, Series 65

Chicago, IL

RISE Investment Management, LLC

Vincent DeCrow is a financial advisor at RISE Investment Management, LLC (dba RISE Investments) with 7 years of direct industry experience. He holds the Series 65 designation and has worked at RISE since 2019, following roles at Origin Investments and Duff & Phelps, LLC. RISE Investments provides discretionary investment management and financial planning services to individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and non-profit organizations. The firm emphasizes long-term equity ownership, tax efficiency, and diversified portfolio construction, offering access to private placements and manager-of-managers solutions.

Private / alternative investments Real estate investing Tax-loss harvesting Retirement withdrawal strategies Cash flow / budgeting Founder/Business Owner Executive Retired Consultant Real Estate Professional Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Retired Approaching retirement Established Professionals

Benjamin H

CFP®

Barrington, IL

Illuminate Wealth Management

As a CFP® professional and founder of Illuminate Wealth Management, I work with business owners, executives, and professionals who are navigating complex financial decisions. My goal is to help you understand your options, avoid costly mistakes, and create a strategy that supports the life you're working so hard to build. Over the years, I've developed a particular passion for helping clients make smart decisions around equity compensation. Whether you're dealing with RSUs, ISOs, stock options, ESPPs, or a major liquidity event, I help clients think through the tax implications, manage concentration risk, and create a plan that connects today's decisions with their long-term goals. I also work closely with business owners who are balancing the demands of running a company while trying to make thoughtful decisions about growing and protecting their personal wealth. When your business, taxes, retirement goals, investments, and family finances are all connected, financial planning becomes about much more than investments alone. While equity compensation and business planning are often what bring people to me, my role is much larger than solving a single financial challenge. I help clients think through retirement, taxes, investments, cash flow, and long-term wealth planning so they can make decisions with confidence and stay focused on what matters most. My approach is simple: bring clarity to complexity and help people make confident financial decisions. I believe good planning should help you spend less time worrying about money and more time focusing on what matters most to you.

Private / alternative investments Equity compensation tax strategy Retirement income strategy Roth conversion strategy RSUs / ISOs / NSOs Founder/Business Owner Executive Established Professionals
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Brady L

Series 65

Chicago, IL

RCM Wealth Advisors

Brady Lawrence is a financial advisor at RCM Wealth Advisors with a Series 65 credential and four years of industry experience. He has worked at RCM Wealth Advisors since 2022 and is also involved with RCM Ag Services and Strategic Trading Advisors, where he specializes in commodities hedging and agricultural market research. Prior to his advisory roles, he attended the University of Mississippi. RCM Wealth Advisors is a multi-advisor SEC-registered firm managing approximately $324 million for around 530 clients, including individuals, pension plans, and corporate clients. The firm uses a combination of fundamental and cyclical analysis, supported by an internal Investment Policy Committee, and offers tailored portfolio management with both discretionary and non-discretionary account options.

Options & derivatives strategies General retirement planning Retirement income strategy Wealth management Retirement plans for business owners (SEP, solo 401k)
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