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John H

Series 63, Series 65

Downers Grove, IL

Ausdal Financial Partners, Inc.

John Hicks is a financial advisor with Ausdal Financial Partners, Inc. in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Robert B. Ausdal & Co., Inc. since 2008. In addition to his advisory role, he serves as a trustee executing trust assets. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, providing both discretionary and non-discretionary investment strategies across a range of products and account types.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Vincent C

Series 63, Series 66

Downers Grove, IL

Ausdal Financial Partners, Inc.

Vincent Corso is a financial advisor at Ausdal Financial Partners, Inc. with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Cornerstone Securities LLC and Crown Capital Securities, L.P. Corso is also involved in insurance sales as an agent with BCH Insure, LLC, where he offers various insurance products. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm provides a range of services including advisor-managed accounts, separately managed accounts, unified managed accounts, access to third-party managers, retirement-plan advisory, and financial planning, tailoring investment strategies to each client’s objectives and risk tolerance.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Bradley K

Series 63, Series 65

Downers Grove, IL

Ausdal Financial Partners, Inc.

Bradley Kmetz is a financial advisor with Ausdal Financial Partners, Inc. He holds Series 63 and Series 65 credentials and has 13 years of industry experience. Prior to joining Ausdal in 2024, he worked at Signature Financial Services, Ltd and First Heartland Capital Inc from 2015 to 2024 and has operated Kmetz Financial Group since 2017, providing full-service accounting and tax preparation. Kmetz also serves as treasurer for the Willowbrook Burr Ridge Chamber of Commerce. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion across more than 16,000 clients. The firm offers a range of investment advisory services with strategies tailored at the advisor level, integrating multiple custodians and third-party money managers within its multi-team platform.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Ted B

Series 63, Series 65

Downers Grove, IL

Ausdal Financial Partners, Inc.

Ted Berman is a financial advisor with Ausdal Financial Partners, Inc. in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Ausdal since 2009. Outside of his advisory role, Berman is involved in advanced tax planning and business consulting through an LLC he owns, and he also manages healthcare software licenses related to chronic care management systems. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of about 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, implementing strategies across a range of asset types with both discretionary and non-discretionary management.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Alexis T

Series 66

Downers Grove, IL

Ausdal Financial Partners, Inc.

Alexis Trotter is a financial advisor at Ausdal Financial Partners, Inc. with one year of industry experience and holds the Series 66 designation. Prior to joining Ausdal, Alexis worked at Clarity Group Midwest and Princeville State Bank. Alexis also serves as a non-commissioned officer with the Illinois Air Force National Guard. Ausdal Financial Partners serves a diverse client base including individuals, trusts, estates, retirement plans, and business entities. The firm manages approximately $3.73 billion for over 16,000 clients and offers a range of services such as advisor-managed accounts, separately managed accounts, retirement-plan advisory, and financial planning, with tailored investment strategies developed at the advisor level.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Michael H

CFP®, Series 63, Series 65

Downers Grove, IL

Ausdal Financial Partners, Inc.

Michael Hoye is a CFP® professional with 27 years of industry experience, currently serving at Ausdal Financial Partners, Inc. since 2009. He holds Series 63 and Series 65 licenses and is based in Schaumburg, IL. Outside of his advisory role, he is involved in the consultation and sale of fixed insurance products, including fixed indexed annuities and fixed life insurance. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing both discretionary and non-discretionary investment strategies across a broad range of asset classes.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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William H

Series 63, Series 65

Downers Grove, IL

Ausdal Financial Partners, Inc.

William Hurckes is a financial advisor with Ausdal Financial Partners, Inc. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior work includes founding Hurckes Financial Strategies and roles at Clarity Group Midwest, LLC. Outside of advising, he works as an independent insurance agent, selling term life, fixed universal life, fixed whole life, disability income, and fixed annuities. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a team of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to a diverse client base, utilizing both discretionary and non-discretionary strategies across a wide range of asset classes.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Michael R

Series 63, Series 65

Downers Grove, IL

Ausdal Financial Partners, Inc.

Michael Remedi is a financial advisor with Ausdal Financial Partners, Inc. in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ausdal Financial Partners since 2008. Outside of his advisory role, he is also involved in the sale of fixed and health insurance products on a part-time basis. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to a diverse client base including individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of discretionary and non-discretionary strategies with multiple portfolio options.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Robert B

Series 66

Downers Grove, IL

Ausdal Financial Partners, Inc.

Robert Batutis II is a financial advisor at Ausdal Financial Partners, Inc. with eight years of industry experience. He holds a Series 66 designation and has been with Ausdal since 2017. In addition to his advisory role, he owns and operates MBC Insurance Group, where he sells individual health, life, and senior market insurance products. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to a diverse client base, including high-net-worth individuals, trusts, corporations, pension plans, and charitable organizations.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Brandon H

Series 66

Downers Grove, IL

Ausdal Financial Partners, Inc.

Brandon Harwell is a financial advisor with Ausdal Financial Partners, Inc., holding a Series 66 designation and 13 years of industry experience. His prior work includes roles at Cornerstone Securities, Crown Capital Securities, and TJ Stearns, Inc. He is also president and investment advisor of BCH Tactical L.P., a hedge fund platform for higher net worth clients. Ausdal Financial Partners serves a diverse client base including individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion across more than 16,000 clients. The firm offers a broad range of advisory and brokerage services with investment strategies tailored to each client’s specific objectives and risk tolerance.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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