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Stanley Marcus Sumling

Advisor at Focus Partners Wealth, LLC — Bourbonnais, IL

Updated today

Credentials

Series 65, Series 63

Experience

4 years

Location

Bourbonnais, IL 60914

Focus Partners Wealth, LLC logo

Focus Partners Wealth, LLC

Enterprise

Total advisors

1,040

Across 257 offices

Clients per advisor

59 Typical

Avg AUM per client

$2,557,933 Very High

HNW client ratio

49% Very High

About

Stanley Sumling is a financial advisor with Focus Partners Wealth, LLC, holding Series 65 and Series 63 designations and four years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, Amazon, and Stifel Nicholas. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a comprehensive suite of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.

Client services

Based on Focus Partners Wealth, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions.

Expertise

Based on Focus Partners Wealth, LLC

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning

Occupation focus

Based on Focus Partners Wealth, LLC

Dentist Founder/Business Owner Executive Retired

Demographic focus

Based on Focus Partners Wealth, LLC

Established Professionals Approaching retirement Values-based investing

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Fee options

Fixed

Financial counseling, divorce planning, aging life care planning, practice integrated wealth management (generally $150-$825/month), family budget services ($3,000 to $6,000 fixed monthly fees), business solutions ($5,000 to $50,000 fixed fees), aging life care planning ($1,500 upfront plus $250/hour for additional meetings)

Percentage

$0 - $25,000,000: Up to 1.25%, negotiable and based on client factors $25,000,000+: Negotiable and varying based on client relationship and assets

Project-based

Financial counseling (sometimes), family office services ($95 to $275/hour), business management ($80 to $375/hour), dispute resolution services ($250 to $300/hour)

Performance-based

Performance-based fees charged for certain Private Funds and private accounts; e.g., carried interest on private equity funds, 10%-15% of distributions after hurdle for TCP fund.

Subscriptions

Subscription fee for The Prudent Speculator newsletter: $33/month, $325-$375/year, or $595-$695/2 years.

Other

Account minimum: $5,000 Minimum fee: Typically subject to a minimum fee of $5,000 Fee-only: Financial counseling fees generally annual/fixed billed quarterly; family office fees quarterly or hourly rates $95-$275/hr; family budget fees fixed monthly fees $3,000-$6,000 or higher; business management hourly rates $80-$375; dispute resolution hourly rates $250-$300; tax compliance fees variable.

Location

See office

Bourbonnais, IL

1605 North Convent Street

Bourbonnais IL 60914

Advisors at this office

4

Most active in

Illinois

Work history

4 years of industry experience

Focus Partners Wealth, LLC

2026 - Present • 1 year

St. Louis, MO

Amazon

2023 - 2023 • 1 year

Monee, IL

J.P. Morgan Securities LLC

2020 - 2026 • 6 years

Chicago, IL

J.P. Morgan Securities LLC

2020 - 2026 • 6 years

San Antonio, TX

Unemployed

2020 - 2020 • 1 year

San Antonio, TX

Victory Capital (Aerotek)

2019 - 2020 • 1 year

San Antonio, TX

Unemployed

2019 - 2019 • 1 year

Bourbonnais, IL

Unemployed

2019 - 2019 • 1 year

San Antonio, TX

J.P. Morgan Securities LLC

2019 - 2019 • 1 year

Chicago, IL

Commerce Bank

2018 - 2019 • 1 year

St Louis, MO

Unemployed

2018 - 2018 • 1 year

Belleville, IL

Edward Jones (Aerotek)

2017 - 2018 • 1 year

St Louis, MO

Unemployed

2017 - 2017 • 1 year

O'Fallon, IL

Stifel Nicholas

2013 - 2017 • 4 years

St Louis, MO

Disclosures

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

Business activities & affiliations

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Paul G

Series 63, Series 66

Kankakee, IL

Gianotti Wealth Advisory

Paul Gianotti is a financial advisor with Gianotti Wealth Advisory in Kankakee, Illinois, holding Series 63 and Series 66 licenses and 23 years of industry experience. His prior roles include positions at Mutual Advisors, LLC, LPL Financial, and Linsco/Private Ledger Corp. He also works as an independent insurance agent on a part-time basis. Gianotti Wealth Advisory provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative analysis, offering a core passive allocation with active tactical adjustments and discretionary portfolio management aligned with documented client risk tolerance.

General retirement planning Annuities College savings (529s, UTMA, etc.) Debt management Wealth management
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Noah P

Series 65

Bourbonnais, IL

Rooted Wealth Advisors

Noah Posthumus is a financial advisor at Rooted Wealth Advisors with a Series 65 designation and two years of industry experience. Prior to joining Rooted Wealth Advisors, he worked for ten years at Taylor Chrysler Dodge. Outside of his advisory role, he operates Little Buddy's Lawn Care, a lawn care and landscaping business in Bourbonnais, IL. Rooted Wealth Advisors provides investment management and comprehensive financial planning to individual and high-net-worth clients. The firm manages approximately $317 million in discretionary assets and employs a team approach with seven advisors serving about 1,425 clients.

Annuities Retirement income strategy Retired
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Alexander A

Series 63, Series 65

Bourbonnais, IL

Rooted Wealth Advisors

Alexander Allegro is a financial advisor at Rooted Wealth Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and E*TRADE Securities. Rooted Wealth Advisors provides investment management and comprehensive financial planning to individual and high-net-worth clients. The firm uses a team approach and fundamental analysis to develop individualized investment policies, managing approximately $317 million in discretionary assets across about 1,425 clients.

Annuities Retirement income strategy Retired
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Andrew L

Series 65

Bourbonnais, IL

Rooted Wealth Advisors

Andrew Lee is a financial advisor at Rooted Wealth Advisors in Bloomington, IL, holding a Series 65 designation with three years of industry experience. Prior to joining Rooted Wealth Advisors, he worked at J.B. Lee Transportation and held positions at Illinois State University and Monmouth College. Rooted Wealth Advisors provides investment management and comprehensive financial planning to individual and high-net-worth clients. The firm manages approximately $317 million in discretionary assets and employs a team approach to serve about 1,425 clients with seven advisors.

Annuities Retirement income strategy Retired
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John S

Series 65

Bourbonnais, IL

Rooted Wealth Advisors

John Savarino is a financial advisor with Rooted Wealth Advisors in Bourbonnais, IL, holding a Series 65 designation and five years of industry experience. His prior work includes roles at AE Wealth Management, Napleton Auto Group, TAYLOR AUTO GROUP, and DICK's Sporting Goods. Rooted Wealth Advisors provides investment management and comprehensive financial planning to individual and high-net-worth clients, managing approximately $317 million in discretionary assets. The firm uses a team approach with fundamental analysis and third-party institutional money managers to implement asset allocation, serving about 1,425 clients across multiple offices.

Annuities Retirement income strategy Retired
user avatar

Joseph M

Series 63, Series 65

Bourbonnais, IL

Rooted Wealth Advisors

Joseph Mateja is a financial advisor with Rooted Wealth Advisors in Bourbonnais, IL, holding Series 63 and Series 65 licenses and 11 years of industry experience. He worked at Country Capital Management Company for seven years before joining Rooted Wealth Advisors in 2021. Rooted Wealth Advisors provides investment management and comprehensive financial planning to individual and high-net-worth clients. The firm manages approximately $317 million in discretionary assets, employs a team approach with seven advisors serving about 1,425 clients, and uses fundamental analysis alongside third-party institutional managers to implement asset-allocation strategies.

Annuities Retirement income strategy Retired
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