Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Shawn R
CFP®, Series 66
Glen Ellyn, IL
SMR Strategic Investments, LLC
Shawn Roberts is a CFP® and holds a Series 66 license with three years of experience in the financial industry. He is the principal of SMR Strategic Investments, LLC and has prior experience managing trading-related businesses, including SMR Crescent LLC and Shawn M. Roberts Trading Company. Outside of financial advisory, he serves as Assistant Treasurer for the Glen Ellyn Library Foundation, where he assists with investment decisions and financial reporting. SMR Strategic Investments, LLC provides investment advisory and portfolio management services to individual clients, focusing on ongoing portfolio management and financial planning. The firm manages approximately $8.6 million in assets across 16 client relationships.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters