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Kyle Allen Janas

Advisor at Creativeone Wealth, LLC — Deer Park, IL

Updated today

Credentials

Series 65

Experience

2 years

Location

Deer Park, IL

Creativeone Wealth, LLC logo

Creativeone Wealth, LLC

Multi-team

Total advisors

216

Across 136 offices

Clients per advisor

102 Very High

Avg AUM per client

$264,766 Very Low

HNW client ratio

8% Low

About

Kyle Janas is a financial advisor at CreativeOne Wealth, LLC with one year of industry experience. He holds a Series 65 designation and also operates the Law Offices of Craig A Janas, where he is involved in estate planning and life insurance sales. His work history includes roles at Safe Money Concepts, INC and Family Defined Benefits. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based models, third-party managers, and option strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

Client services

Based on Creativeone Wealth, LLC

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops Sub adviser services

Expertise

Based on Creativeone Wealth, LLC

Active portfolio management ESG / Sustainable investing Concentrated stock management Options & derivatives strategies Private / alternative investments

Occupation focus

Based on Creativeone Wealth, LLC

Executive Founder/Business Owner

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Fee options

Fixed

Financial Planning fees may be fixed per project; Investment Consultative Retainer fees based on fixed rate; fees negotiable.

Percentage

$0+: Negotiable, typically between 0.25% - 2.25% $0+: Under 'Floating Rate Method', combined fee example 1.75% (100 bps IAR + 55 bps program + 20 bps strategy), can vary with strategy fees $0+: Under 'Total Rate Method', total fee fixed (example 1.75%) with varying IAR and strategy fee portions

Commissions

Certain IARs receive commissions from sales of securities and insurance products via affiliated broker-dealer and insurance agency.

Project-based

Hourly rates for financial planning services disclosed in agreement and negotiable.

Other

Fee-only: Financial Planning fees negotiable; charged as fixed fee, hourly, monthly, or quarterly; hourly rates disclosed in agreement and negotiable.

Location

See office

Deer Park, IL

Deer Park IL

Advisors at this office

1

Most active in

Illinois

Work history

2 years of industry experience

Safe Money Concepts, INC

2024 - Present • 2 years

Port Byron, IL

CreativeOne Wealth, LLC

2024 - Present • 2 years

Overland Park, KS

Law Offices of Craig A Janas

2023 - Present • 3 years

Deer Park, IL

Family Defined Benefits

2022 - 2023 • 1 year

Rockford, IL

Law Offices of Craig A Janas

2014 - 2022 • 8 years

South Barrington, IL

Disclosures

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

Business activities & affiliations

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

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

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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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

Tom S

Series 63, Series 66, Series 7, CFP®, CLU®, RICP®

Schaumburg, IL

Eagle Strategies (NY Life)

Tom Sunny is a financial advisor with Eagle Strategies (NY Life) based in Schaumburg, IL, holding Series 63 and Series 66 credentials and nine years of industry experience. He operates Sunny Financial Strategies, LLC, offering New York Life products and brokering non-registered insurance products. He serves as a board member and marketing director for the Illinois chapter of the National Association of Insurance and Financial Advisors (NAIFA). Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Multi-generational wealth transfer Life insurance needs analysis Retired Founder/Business Owner Executive Technology Professional Doctor or Medical Professional Retired Approaching retirement Established Professionals Mid-Career Professionals Young Professionals
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Walter E

Series 63, Series 65

Glenview, IL

Echo Prudent Capital LLC

Walter Ebner is the principal of Echo Prudent Capital LLC and holds Series 63 and Series 65 licenses with 26 years of industry experience. He previously worked at BMO Capital Markets Corp., BMO Nesbitt Burns Corp., and Bank of Montreal for 24 years. He is the founder and a board member of Cancer Calculus NFP, a nonprofit organization that assists cancer patients with economic decision-making. Echo Prudent Capital LLC provides discretionary and non-discretionary investment advisory services and financial planning to individuals, high-net-worth clients, and nonprofit organizations. The firm utilizes a range of analytical methods to build tailored portfolios and serves a concentrated client base, including charitable organizations.

Options & derivatives strategies Active portfolio management Concentrated stock management
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