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Michael T

Series 65

Chicago, IL

West Loop Financial LLC

Michael Terrien is the sole advisor at West Loop Financial LLC in Chicago, IL, holding a Series 65 credential and 12 years of industry experience. He has been working with West Loop Financial since 2014. West Loop Financial LLC serves individuals, trusts, retirement plans, charitable organizations, and businesses with discretionary portfolio management, employee benefit plan advisory, and standalone financial planning. The firm uses an evidence-based investment approach aligned with modern portfolio theory, emphasizing diversified, low-turnover mutual funds and ETFs, and incorporates tools such as Monte Carlo analysis to guide asset allocation and risk tolerance.

Wealth management Passive / index investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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