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345 advisors near
60142
within the area shown on the map
Out of 400,000+ nationwide
Michael G
Series 63, Series 66
Fox River Grove, IL
Fidelity
Michael Germain is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Scura Paley Securities, MS Howells & Co, and O'shares. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it serves a range of clients including registered investment companies and an IRS-qualified Charitable Gift Fund.
Vicki N
Series 63, Series 65
McHenry, IL
Cetera
Vicki Nielsen is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her work history includes roles at Voya Financial Advisors and Integrity Financial Professionals, where she is also president and owner. Nielsen is an alumni member of Leadership Greater McHenry County and participates in local community activities such as the McHenry County Task Force on Aging and serving as a volleyball scorekeeper at Alden-Hebron High & Middle School. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a wide range of portfolio management and financial planning services, supported by a network of over 10,000 advisors and managing over $256 billion in assets.
Mark B
Series 63, Series 65
South Barrington, IL
Charles Schwab
Mark Babula is a financial advisor at Charles Schwab with 26 years of industry experience. He has been with Charles Schwab Co., Inc. since 2000 and Charles Schwab Bank, SSB since 2005. He holds the Series 63 and Series 65 designations and is based in South Barrington, Illinois. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management services. The firm provides integrated brokerage, custody, and advisory solutions supported by a centralized operational structure.
Keith S
CFP®, Series 63, Series 66
Crystal Lake, IL
Wynstone Investment Advisors, LLC.
Keith Schoepke is a CFP® professional with 19 years of industry experience based in Crystal Lake, IL. He is the sole advisor at Wynstone Investment Advisors, LLC., an independent firm. Schoepke has worked with J.P. Morgan Securities Inc since 2007. Wynstone Investment Advisors serves clients seeking personalized financial guidance with an independent approach to investment management.
Richard A
Series 63, Series 65
Algonquin, IL
Andover Investment Management
Richard Arden is a financial advisor with Andover Investment Management in Algonquin, IL. He holds the Series 63 and Series 65 designations and has 45 years of industry experience. Arden has been with Andover Investment Management since 2001. Andover Investment Management is an independent firm serving clients with personalized investment management and financial planning.
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Finding advisors...
345 advisors near
60142
within the area shown on the map
Out of 400,000+ nationwide