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1,933 advisors near
60803
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Out of 400,000+ nationwide
Andrew J
CFA®, Series 63, Series 65
Lombard, IL
OnePoint BFG Wealth Partners
Andrew Janusz is a CFA® charterholder with 11 years of experience in financial services. He is currently an advisor at OnePoint BFG Wealth Partners and has held previous roles at firms including JP Morgan, Merrill Lynch, Bank of America, and Northwestern Mutual. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm employs a range of portfolio management approaches using third-party managers, proprietary models, and technology integrations to support its investment and operational processes.
Kathleen G
CFP®, Series 63, Series 65
Oak Brook, IL
VestGen Advisors, LLC
Kathleen Gfrorer is a CFP® professional with 45 years of experience in the financial services industry. She is currently with VestGen Advisors, LLC and has held roles at LPL Financial, Securities America, Inc., and Landmark Capital, Inc. Kathleen serves as secretary for the Somonauk Gardens Owners Association, a homeowners association. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to a diverse client base including individuals, high-net-worth clients, small businesses, and institutional investors. The firm combines advisor-level client relationships with centralized portfolio construction and manages approximately $6.66 billion in assets with 61 advisors.
Frank D
Series 63, Series 65
Palos Park, IL
Madison Partners
Frank Diliberto is a financial advisor at Madison Partners with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including LPL Enterprise, The Prudential Insurance Company of America, and Edward Jones. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized, fiduciary investment approach focused on long-term portfolio construction using ETFs, mutual funds, individual securities, alternative investments, and third-party sub-advisers.
Ryan K
Series 65
Hickory Hills, IL
Foundations Investment Advisors LLC
Ryan Kelly is a Series 65-licensed financial advisor with Foundations Investment Advisors LLC, where he has worked for three years. Prior to joining Foundations, he served in fire departments in Chicago and Cicero, and has experience at multiple other organizations including Jimmy Johns and Stafford Tower Crane of America. He has an educational background from Arizona State University. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employing model portfolios with an asymmetric rebalancing approach, and works through a large network of affiliated offices and advisers.
Bradley D
Series 63, Series 66
Downers Grove, IL
VestGen Advisors, LLC
Bradley Doy is a financial advisor at VestGen Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, ValMark Advisers, Inc., ValMark Securities, Inc., and Woodbury Financial Services, Inc. Outside of advisory work, he is involved as a property manager for BDJV Properties LLC. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to a diverse client base, including individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm combines advisor-level client relationship work with centralized portfolio construction and utilizes third-party managers as part of its investment approach.
Tyler V
Series 63, Series 65
Oakbrook Terrace, IL
Mutual Of Omaha Investor Services, Inc.
Tyler Vandermeer is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior roles include positions at FBL Financial Group, Farm Bureau Financial Services, and Country Capital Management Company. He is also an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, providing financial planning, managed account programs, and retirement plan consulting. The firm works primarily through a platform relationship with Envestnet and delivers a range of managed solutions tailored to client needs.
Wojciech W
CFP®, Series 66
Hinsdale, IL
Performance Wealth
Wojciech Wojcik is a CFP® professional with two years of industry experience currently serving at Performance Wealth. He previously worked at Merrill Lynch, Pierce, Fenner & Smith, Incorporated, among other roles. Outside of finance, he is president of Soccer Sessions Inc., a non-compensated soccer training organization. Performance Wealth manages over $4 billion in client assets for individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a long-term, portfolio-focused investment strategy using diversified allocations across a range of asset classes and provides both discretionary and non-discretionary wealth management services.
Mitchell D
Series 63, Series 65
Oakbrook Terrace, IL
Private Client Services, LLC
Mitchell Despinich is a financial advisor at Private Client Services, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Private Client Services since 2010. Prior to that, he was with Nationwide Securities, LLC and 1717 Capital Management Company. He also sells insurance products including life, disability, long-term care, and health coverage through his financial services practice. Private Client Services is an independent investment adviser serving individuals, families, trusts, pension plan sponsors, corporations, and charitable organizations. The firm employs a discovery-driven process focused on risk profiling and tailored platform selection, offering a range of advisory services through multiple investment platforms.
Paul A
CFP®, ChFC®, Series 63, Series 65
Orland Park, IL
Ausdal Financial Partners, Inc.
Paul Alberts is a CFP® and ChFC® with 40 years of industry experience. He is affiliated with Ausdal Financial Partners, Inc. and also leads Alberts Wealth Advisors, LLC. Additionally, he serves as an election judge in Cook County, Illinois. Ausdal Financial Partners, Inc. 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 strategies across a range of investment products.
David A
Series 65
Chicago, IL
Financial & Tax Architects, LLC
David Anderson is a Series 65 licensed advisor at Financial & Tax Architects, LLC with one year of industry experience. His prior roles include positions at Butler Brothers, Wolverine Trading, UMB Bank, and State Street. Outside of his advisory work, he provides security services for the Chicago Cubs. Financial & Tax Architects offers discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary investment strategies utilizing ETFs, individual securities, and trend-aware rebalancing, with most client relationships managed on a discretionary basis.
Anes K
CFP®, Series 66
Hinsdale, IL
Performance Wealth
Anes Kadiric is a CFP® and Series 66-licensed advisor at Performance Wealth with eight years of industry experience. He has worked at Performance Wealth Partners, William Blair, Edward Jones, Stericycle, and Sports Made Personal. Performance Wealth Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, business entities, and retirement plans. The firm offers discretionary and non-discretionary wealth management, financial planning, and retirement plan advisory services, using customized portfolios primarily composed of low-cost mutual funds and ETFs, with a focus on long-term investment strategies and ongoing client account oversight.
William W
CFA®, Series 63, Series 65
Mokena, IL
AdvisorNet Wealth Partners
William Will is a financial advisor at AdvisorNet Wealth Partners with seven years of industry experience. He holds the CFA® designation and Series 63 and 65 licenses. Prior to joining AdvisorNet, he worked at JPMorgan Chase Bank and JP Morgan Securities. Will also sells fixed insurance products, including life, health, disability, annuities, and long-term care insurance. AdvisorNet Wealth Partners offers investment management, financial planning, and retirement-plan consulting services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and may allocate to sub-advisors or internal model portfolios to meet client objectives.
Kevin B
Series 65
Palos Hills, IL
Sequent Planning, LLC
Kevin Brown is a financial advisor at Sequent Planning, LLC with six years of industry experience. He holds a Series 65 designation and has worked concurrently in insurance and financial services roles, including positions at Futurity First Insurance Group and United Insurance Services, Ltd. Outside of advising, he is involved in offering insurance products and services to clients. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations. The firm utilizes a structured risk framework and diversified investment approaches delivered through a network of advisors, providing a range of services from asset management to fiduciary retirement-plan consulting.
Brandon C
Series 63, Series 66
Matteson, IL
Principal Advised Services
Brandon Commodore is a financial advisor with Principal Advised Services in Matteson, IL, holding Series 63 and Series 66 licenses and six years of industry experience. His work history includes roles at Principal Securities, JPMorgan Chase Bank, and Fidelity Investments. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm’s approach combines third-party methodology and proprietary models, supported by affiliated entities within the Principal Financial Group family.
Dirk S
Series 65
Palos Park, IL
First Advisors National, LLC
Dirk Swiderek is a financial advisor at First Advisors National, LLC with two years of industry experience. He holds a Series 65 designation and has been the owner of Bella International LLC, a jewelry business in Chicago, since 2009, which is currently in the process of liquidation. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm emphasizes selecting and monitoring third-party money managers and uses fundamental analysis to supplement individual security recommendations.
George M
Series 66
Mokena, IL
AdvisorNet Wealth Partners
George McCabe is a financial advisor at AdvisorNet Wealth Partners with eight years of industry experience. He holds a Series 66 credential and has worked at firms including Cetera Wealth Services and McCabe & Associates, where he is currently the owner. In addition to his advisory role, McCabe is an author of a finance-related book titled "Building Your Wealth Bridge" published through Amazon. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan and participant consulting, serving individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and various third-party managers, offering both discretionary and non-discretionary services.
Richard P
Series 63, Series 65
New Lenox, IL
Interactive Financial Advisors
Richard Peterbok is a financial advisor at Interactive Financial Advisors with 50 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Brooklight Place Securities, Inc. and Interactive Financial Advisors. In addition to his advisory role, he serves as vice-president of Organizamerica, an information services company, and president of UniFinancial Corporation, an insurance financial services company. Interactive Financial Advisors provides financial planning and discretionary portfolio management to individuals, retirement plans, and institutional clients. The firm employs fundamental analysis and Modern Portfolio Theory to construct diversified ETF and mutual fund model portfolios, using model providers and third-party managers, and operates a large multi-advisor network with formal family and employee access programs.
Patrick K
ChFC®, Series 63, Series 65
Orland Park, IL
Tucker Asset Management LLC
Patrick Kaiser is a ChFC® credentialed financial advisor with 23 years of industry experience, currently with Tucker Asset Management LLC since 2025. His prior roles include positions at IAMS Wealth Management, Royal Fund Management, and VIRTUE CAPITAL MANAGEMENT. He also works as an independent insurance agent, offering annuities, life and health insurance products, and physical precious metals. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations. The firm provides discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory services using a top-down, macroeconomic asset-allocation process and a range of investment strategies, including alternative investments.
Xavier P
Series 63, Series 65
Oakbrook Terrace, IL
Nfsg Corporation
Xavier Patino is a financial advisor at NFSG Corporation with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Newbridge Securities Corp, J.P. Morgan Securities, and JP Morgan Chase Bank NA. Outside of his advisory role, Patino manages a transportation logistics company providing freight solutions. NFSG Corporation is an SEC-registered investment adviser serving individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm offers discretionary and non-discretionary asset management, third-party manager selection, and financial planning, tailoring portfolios to client objectives using a combination of fundamental, technical, and cyclical analysis.
Maximus H
Series 65
Orland Park, IL
CreativeOne Securities, LLC
Maximus Hull is a financial advisor with CreativeOne Securities, LLC, holding a Series 65 designation. He has been in the industry for less than one year and previously worked in the food service sector at Widens Hot Dogs and Willies Field House. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party managers, combining project-based planning with ongoing asset management through its proprietary advisory platform.
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1,933 advisors near
60803
within the area shown on the map
Out of 400,000+ nationwide