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Robert Francis Bieniek

Advisor at WORLD EQUITY GROUP, Inc. — Port Barrington, IL

Updated today

Credentials

Series 63, Series 65

Experience

47 years

Location

Port Barrington, IL

WORLD EQUITY GROUP, Inc. logo

WORLD EQUITY GROUP, Inc.

Multi-team

Total advisors

56

Across 26 offices

Clients per advisor

56 Typical

Avg AUM per client

$317,794 Low

HNW client ratio

4% Very Low

About

Robert Bieniek is a financial advisor with World Equity Group, Inc., holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He has been with World Equity Group since 2005 and is also associated with Individual Financial Practitioners, Inc., where he is involved in the sale of individual life and long-term care insurance. World Equity Group provides investment advisory and brokerage services to individual and high-net-worth clients, business entities, non-profit organizations, and other financial institutions. The firm employs a combination of model-based and customized investment approaches, offering portfolio management, financial planning, and access to third-party managers.

Client services

Based on WORLD EQUITY GROUP, Inc.

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

Expertise

Based on WORLD EQUITY GROUP, Inc.

Active portfolio management

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Fee options

Percentage

$25,000 - $50,000: 1.50% annually (ETF Select Model Portfolio) $25,000 - $50,000: 0.35% WEG Platform Fee + third-party money manager fees + Negotiable IAR Fee + Optional 0.12% Tax Overlay Management Fee $50,000 - $750,000: 0.30% WEG Platform Fee + third-party money manager fees + Negotiable IAR Fee + Optional 0.12% Tax Overlay Management Fee $750,000+: 0.27% WEG Platform Fee + third-party money manager fees + Negotiable IAR Fee + Optional 0.08% Tax Overlay Management Fee

Commissions

IARs may receive customary commissions on securities and insurance product transactions

Project-based

Separate and distinct fees for financial planning services provided through independent RIAs by IARs

Other

Account minimum: $25,000

Location

See office

Port Barrington, IL

Port Barrington IL

Advisors at this office

1

Most active in

Illinois

Work history

47 years of industry experience

World Equity Group, Inc.

2005 - Present • 21 years

Arlington Heights, IL

Individual Financial Practitioners, Inc.

1983 - Present • 43 years

Chicago, 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
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David M

CFA®

Barrington, IL

Maple Street Capital Advisors, LLC

David Meehan is a CFA® charterholder with seven years of industry experience. He has been the sole advisor at Maple Street Capital Advisors, LLC since 2018 and previously worked as a self-employed investor for three years. Maple Street Capital Advisors provides investment management and financial planning services to individuals and families, including high-net-worth clients. The firm employs a fundamental, long-term investment approach focused on diversified, low-cost core equity and fixed-income funds, complemented by selected individual equities, with an emphasis on asset allocation, rebalancing, and strategic cash management including a near-constant allocation to gold via ETFs.

Equity compensation tax strategy Real estate investing Tax-loss harvesting General retirement planning Cash flow / budgeting
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Curtis B

CFP®, Series 63

Hoffman Estate, IL

Ameribanc Corporation

Curtis Bergquist is a CFP® with 49 years of industry experience and is the sole advisor at Ameribanc Corporation in Hoffman Estates, IL. He has been associated with Ausdal Financial Partners, Inc. since 2009. Outside of his advisory role, he is the owner of Ameribanc, where he engages in asset management. Ameribanc provides investment advisory and financial planning services to individuals and families, primarily through its Capital Management Service (CMS), which incorporates market-timing signals and a combination of fundamental and technical analysis to manage risk and adjust portfolio exposure.

General retirement planning
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