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1,747 advisors near
60510
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Out of 400,000+ nationwide
Christopher B
Series 66
Downers Grove, IL
Highpoint Planning Partners
Christopher Breitenbach is a financial advisor with Highpoint Planning Partners, holding a Series 66 registration and 18 years of industry experience. He has been with Highpoint Planning Partners and LPL Financial since 2014. Outside of his advisory work, he is an assistant coach with the Wheaton United Soccer Club. HighPoint Advisor Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and sponsors a wrap-fee program, utilizing a range of investment vehicles and third-party platforms to implement client portfolios.
Ryan M
CFP®, Series 65
Lisle, IL
Mission Wealth Management, LP
Ryan Miller is a CFP® and Series 65-licensed financial advisor with three years of industry experience. He is currently with Mission Wealth Management, LP and previously held roles at the University of Illinois at Urbana-Champaign and Crep Protect Ltd. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing wealth management, personalized financial planning, investment management, and related consulting services. The firm employs a comprehensive approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, tailoring portfolios with a mix of ETFs, mutual funds, direct securities, and alternative investments.
Sarah M
Series 66
Batavia, IL
Gateway Wealth Partners, LLC
Sarah Mika is a financial advisor at Gateway Wealth Partners, LLC with two years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for five years. Mika provides administrative support to Gateway Wealth Partners, an independent investment advisor firm. Gateway Wealth Partners offers financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm focuses on strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers, and manages a mix of discretionary and non-discretionary assets.
Alexander C
Series 65
Naperville, IL
Calamos Wealth Management LLC
Alexander Calamos is a financial advisor at Calamos Wealth Management LLC with six years at the firm and a total of five years of industry experience. He holds a Series 65 credential and has also served as CEO of Typical Projects LLC, a real estate research company. Additionally, he manages Leekamos LLC, a rental property business. Calamos Wealth Management provides discretionary wealth management, financial planning, and institutional advisory services to high-net-worth individuals, family offices, and various institutional clients. The firm’s investment approach combines asset allocation with quantitative and qualitative evaluation, utilizing a range of securities, funds, and specialized sub-advisers.
Michael R
CFP®, Series 66
Warrenville, IL
Independent Wealth Network, Inc.
Michael Rodgers is a CFP® professional with nine years of industry experience, currently serving at Independent Wealth Network, Inc. He has worked with Brokers International Financial Services, LLC and Kestra Financial, Inc. among other firms. Rodgers is also the owner of Financial Wellness, LLC, where he is involved in insurance product sales. Independent Wealth Network, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, and consulting, utilizing a range of strategies including fundamental and technical analysis, options, and third-party model portfolios tailored to client goals and risk tolerances.
Jeremy B
CFP®, Series 66
West Chicago, IL
Facet
Jeremy Belingon is a CFP® with three years of industry experience. He currently works at Facet and previously was with The Vanguard Group, Inc. for three years. Prior to his financial services career, he held positions in education and healthcare-related roles. Facet Wealth offers subscription-based financial planning and discretionary investment management primarily for individual clients across a range of wealth levels. The firm utilizes model-based asset allocations with a focus on ETFs and employs technology-driven processes to support tax-optimized portfolio implementation and ongoing account management.
Stephanie B
Series 63, Series 65
Geneva, IL
Gradient Advisors, LLC
Stephanie Burling is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Her prior roles include positions at Bankers Life Securities and Bankers Life & Casualty. She serves on the board of the IPF Foundation, a medical nonprofit organization. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model and utilizing tools like the Color of Money Risk Analysis in their portfolio strategies.
Michelle J
ChFC®, Series 63, Series 65
Downers Grove, IL
Highpoint Planning Partners
Michelle Juras is a ChFC® credentialed financial advisor with 20 years of industry experience. She is currently with HighPoint Planning Partners and has held positions at LPL Financial and MassMutual. HighPoint Advisor Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management and comprehensive financial planning utilizing fundamental analysis and a range of investment vehicles, including mutual funds, ETFs, individual securities, and third-party platforms.
Calvin R
Series 63, Series 65
Downers Grove, IL
Highpoint Planning Partners
Calvin Rowland is a financial advisor with HighPoint Planning Partners who holds Series 63 and Series 65 licenses and has 26 years of industry experience. He previously worked at Prudential Financial Planning Services, The Prudential Insurance Company of America, and Pruco Securities, LLC from 2016 to 2024 before joining HighPoint Advisor Group and LPL Financial. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and wrap-fee program management, utilizing fundamental analysis and a range of investment vehicles including mutual funds, ETFs, equities, debt securities, REITs, and third-party platforms.
James C
Series 63, Series 66
Downers Grove, IL
Highpoint Planning Partners
James Chase Jr. is a financial advisor with HighPoint Planning Partners in Downers Grove, IL, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has worked with HighPoint Advisor Group since 2018 and previously with Level Four Advisory Services and LPL Financial. Outside of his advisory roles, he is involved in non-investment activities including retail work at farmers markets and a home-based solar energy business. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management and financial planning, constructing client investment policies through personal consultations and implementing diversified portfolios with fundamental analysis across various asset classes, utilizing both proprietary and third-party platforms.
John C
Series 65, Series 63, Series 66
Naperville, IL
Calamos Wealth Management LLC
John Campbell is a financial advisor with Calamos Wealth Management LLC in Naperville, IL, holding Series 65, 63, and 66 licenses and bringing 30 years of industry experience. He has previously worked at U.S. Bancorp Investments, U.S. Bank, Equitable Advisors, VOYA Financial Advisors, and Merrill. Calamos Wealth Management provides discretionary wealth management, financial planning, and institutional advisory services to high-net-worth individuals, family offices, endowments, private foundations, corporations, and retirement plans. The firm employs a disciplined investment process that includes asset allocation, quantitative and qualitative evaluation, and the use of various investment vehicles, often incorporating affiliated Calamos funds and specialized sub-advisers.
David K
CFP®, ChFC®, Series 63, Series 65
Downers Grove, IL
Highpoint Planning Partners
David Kujawa is a CFP® and ChFC® financial advisor with 20 years of industry experience. He is affiliated with Highpoint Planning Partners and has worked with HighPoint Advisor Group, LLC and LPL Financial for over a decade. Outside of his advisory work, he is involved in the sale of fixed insurance products through his agency and collects watches as a non-investment related activity. HighPoint Advisor Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management and financial planning services, implementing portfolios through fundamental analysis and a range of investment vehicles while utilizing multiple advisory platforms.
Bryant M
CFP®, Series 66
Lisle, IL
Mission Wealth Management, LP
Bryant Merryman is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP since 2019. He previously worked at Lido Advisors, LLC, HighTower Securities, LLC, and Merrill. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, offering comprehensive wealth management, financial planning, and investment consulting. The firm employs a total picture approach that integrates investment management with tax, trust, philanthropy, and risk planning, managing portfolios that include ETFs, mutual funds, direct securities, and alternative investments.
Anthony T
CFA®, Series 63
Naperville, IL
Calamos Wealth Management LLC
Anthony Tursich is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Calamos Wealth Management LLC. His prior experience includes roles at Calamos Advisors LLC, Pearl Impact Capital, and Trillium Asset Management. He also serves as an uncompensated Investment Advisory Board Member for Multnomah County, where he meets quarterly to review portfolio performance and compliance. Calamos Wealth Management provides discretionary wealth management, financial planning, and institutional advisory services to high-net-worth individuals, family offices, endowments, private foundations, corporations, and retirement plans. The firm employs a diversified investment process combining individual securities, mutual funds, ETFs, and private funds, frequently utilizing affiliated sub-advisers and specialized strategies.
Kevin B
CFP®, Series 66
Downers Grove, IL
Highpoint Planning Partners
Kevin Brainerd is a CFP® professional with 18 years of industry experience. He serves at HighPoint Planning Partners, where he has worked since 2016, and is also affiliated with LPL Financial. His prior experience includes a decade at HighPoint Advisor Group DBA OnPath. HighPoint Advisor Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers a range of services including discretionary asset management, financial planning, retirement plan advisory, and acts as sponsor and manager of a wrap-fee program, implementing portfolios through fundamental analysis and a variety of investment vehicles.
Roger E
Series 63, Series 66
Downers Grove, IL
Highpoint Planning Partners
Roger Ensminger is a financial advisor with HighPoint Planning Partners, holding Series 63 and Series 66 licenses and possessing 44 years of industry experience. He has been affiliated with LPL Financial since 2009 and has operated his own practice, Roger J. Ensminger & Associates, since 2016. He occasionally sells life, health, disability, and long-term care insurance. HighPoint Advisor Group serves a broad client base including individuals, pension plans, trusts, and charitable organizations, providing discretionary asset management, financial planning, and retirement plan advisory services. The firm builds investment portfolios using fundamental analysis and utilizes a variety of platforms and investment vehicles tailored to client needs.
Johnathan K
CFP®
Downers Grove, IL
Highpoint Planning Partners
Johnathan Kulikowski is a CFP® professional with 12 years of industry experience. He is currently with HighPoint Planning Partners, having previously worked at VANTAGE FINANCIAL PARTNERS Limited for 11 years. HighPoint Advisor Group serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and offers access to various third-party and proprietary investment platforms.
Jayson G
Series 66
Downers Grove, IL
Highpoint Planning Partners
Jayson Gorski is a financial advisor at HighPoint Planning Partners with five years of industry experience. He holds the Series 66 designation and has prior experience at LPL Financial and CBRE, as well as a role at DePaul University. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning and consulting, retirement plan advisory, and acts as sponsor and manager of a wrap-fee program, utilizing fundamental analysis and a range of investment vehicles to implement client portfolios.
Mark W
ChFC®, Series 63, Series 65
Geneva, IL
Harbour Investments, Inc.
Mark Waldoch is a financial advisor at Harbour Investments, Inc. in Geneva, IL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including 17 years with Harbour Investments and operating Waldoch Financial Services since 2002. Outside of advisory work, he owns a CPA tax preparation business and is involved in group health insurance sales through MWBC, Inc. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized strategies using various investment vehicles and offers model-based solutions through a subscription platform.
David W
CFP®, Series 63
St. Charles, IL
VestGen Advisors, LLC
David Walker is a CFP® with 37 years of industry experience, currently serving as a financial advisor at VestGen Advisors, LLC. His prior experience includes roles at LPL Financial, LLC and Securities America Advisors, Inc. Walker also serves as president of his office condo association and is president of Swisher & Walker Financial Services, Inc., which provides income tax preparation and accounting services. VestGen Advisors, LLC manages investments, financial planning, and retirement plan services for individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm combines advisor-level client relationships with centralized portfolio construction, offering discretionary and non-discretionary management and utilizing third-party managers and affiliated funds.
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1,747 advisors near
60510
within the area shown on the map
Out of 400,000+ nationwide