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George C
Series 63, Series 65
Schaumburg, IL
Virtue Capital Management, LLC
George Clougher is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at OneAmerica Securities, Red Oak Risk Management, Praxis Capital Management, Safe Money Concepts, and MPS-LORIA Financial Planners. He is also involved in non-variable insurance sales. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers, offering portfolio management, financial planning, consulting, and sub-advisory services. The firm employs a multi-team model to tailor portfolios to client goals and risk tolerance through tactical, strategic, and dynamic investment approaches.
Bradley U
Series 66
Schaumburg, IL
World Equity Group, Inc.
Bradley Underwood is a financial advisor with World Equity Group, Inc. in Schaumburg, IL, holding a Series 66 credential and over 23 years of industry experience. He has been with World Equity Group since 2015. Outside of his advisory role, Underwood is involved in several entrepreneurial and consulting activities, including providing payroll, benefits, and HR services through Professional Employer Organizations as an independent contractor and offering prepaid legal and identity protection services. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a broad client base, including individuals, high-net-worth clients, pensions, trusts, and business entities. The firm employs risk-tolerance questionnaires to guide asset allocation and offers managed portfolios with discretionary authority granted to third-party money managers and investment adviser representatives.
Ann G
CFP®, Series 66
Elmhurst, IL
Trustmont Advisory Group, Inc.
Ann Gunst is a CFP® with 17 years of industry experience, currently with Trustmont Advisory Group, Inc. She has previously worked at firms including Halo Securities LLC and Sentinus, LLC. Outside of her advisory role, she is a partner in an accounting and bookkeeping business. Trustmont Advisory Group serves a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a long-term investment approach, utilizing broad public research sources and discretionary management to tailor solutions that may include third-party managers and technical analysis.
Levi P
Series 63, Series 65
Elmhurst, IL
LaSalle St. Investment Advisors, L.L.C.
Levi Palomo is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Osaic Advisory Services, Arbor Point Advisors, Securities America, and TD Ameritrade. Palomo is also a financial planner with Pillar Financial Advisors, LLC. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management approaches, utilizing a range of asset allocation models and third-party manager relationships.
Mark W
CFP®, Series 65
Deerfield, IL
Dynamic
Mark Weil is a CFP® with 10 years of industry experience, currently with Dynamic. He has held roles at Werth Weil Wealth Management Inc. since 1998, including its associated entities, and was previously with Strategic Wealth Partners from 2016 to 2020. Outside of advisory work, he owns multiple seats at the Chicago Mercantile Exchange, which he rents out. Dynamic serves a diverse range of clients including individuals, trusts, charitable organizations, and other registered investment advisers. The firm emphasizes a long-term, client-specific portfolio construction process and offers a variety of investment and advisory services, with particular focus on supporting other advisers through technology, compliance, and sub-advisory solutions.
Andrew P
Series 63, Series 65
Elmhurst, IL
LaSalle St. Investment Advisors, L.L.C.
Andrew Pagoulatos is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 27 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Stifel Nicolaus & Co Inc and Morgan Stanley in various roles over nearly 17 years. He is also involved with LaSalle St. Insurance Services, focusing on fixed insurance products. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment approaches, emphasizing a predominance of non-discretionary assets managed through diversified portfolios that include mutual funds, ETFs, equities, fixed income, and options.
Garland K
CFP®, Series 63, Series 65
Barrington, IL
Merit Financial Advisors
Garland Kizer is a CFP®-certified financial advisor with 26 years of industry experience, currently affiliated with Merit Financial Advisors. His prior roles include positions at VOYA Financial Advisors, Cetera, and leadership of his own firms, Kizer & Associates and Kizer Financial Services. He serves as a trustee for both the THSD 214 Foundation and MacMurray College and chairs the Bartlett 4th of July Festival committee, coordinating its fireworks presentation. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm offers asset management, financial planning, and retirement plan consulting through a network of advisers, employing a long-term, diversified investment approach overseen by internal committees and utilizing both internal and third-party managers.
Jeffrey B
Series 65
Buffalo Grove, IL
Kingsview Wealth Management, LLC
Jeffrey Birch is a financial advisor at Kingsview Wealth Management, LLC with a Series 65 designation and one year of industry experience. His prior positions include roles at American Express, Rain City Capital, and JPMorgan Chase, as well as consulting through his own firm, JBirch Consulting. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning and wealth management services that integrate in-house portfolio management with third-party managers and alternative investments, supporting both discretionary and non-discretionary advisory arrangements.
Joseph S
Series 63, Series 66
Elmhurst, IL
LaSalle St. Investment Advisors, L.L.C.
Joseph Supina is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. He has been with LaSalle St. Investment Advisors and its affiliated broker-dealer since 2009, following prior roles at LPL Financial and Edward Jones. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, with a notable emphasis on managing a predominance of non-discretionary assets through a variety of investment vehicles and third-party managers.
Mark L
Series 63, Series 66
Schaumburg, IL
World Equity Group, Inc.
Mark Lishchynsky Jr. is a financial advisor with World Equity Group, Inc. in Schaumburg, IL, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has been with World Equity Group since 2013. World Equity Group provides fee-based investment advisory and financial planning services to individuals, pension plans, trusts, estates, and business entities. The firm offers managed portfolios through its wrap-fee programs, combining discretionary portfolio management, financial planning, and third-party money managers.
Bruce V
Series 63, Series 65
Elmhurst, IL
LaSalle St. Investment Advisors, L.L.C.
Bruce Vollrath is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds Series 63 and Series 65 credentials and has 42 years of industry experience. He has been with La Salle St. Securities, Inc. since 1996. In addition, he is involved in fixed insurance activities. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, with a notable emphasis on non-discretionary asset management.
Elizabeth N
Series 66
Elmhurst, IL
LaSalle St. Investment Advisors, L.L.C.
Elizabeth Nanovic is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Elmhurst, IL, with 12 years of industry experience. She holds a Series 66 designation and has been with LaSalle St. Securities since 2014. Outside of her advisory role, she volunteers teaching pre-cana classes for couples planning to marry in the church and serves as Vice President of the Saint Peter and Paul Home and School. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, utilizing a diverse mix of asset classes and managing a predominance of non-discretionary assets.
Daniel M
Series 66
Elmhurst, IL
LaSalle St. Investment Advisors, L.L.C.
Daniel Mayer is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 66 designation and seven years of industry experience. He has been with LaSalle St. Securities since 2018 and also operates Mayer Media Co., a freelance web and application development and digital marketing business. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary investment programs, including third-party manager selection and uses a predominantly non-discretionary asset mix uncommon among large enterprise advisers.
Brian C
CFP®, Series 66
Deerfield, IL
Alera Investment Advisors, LLC
Brian Carlson is a CFP® with 22 years of industry experience, currently serving as Senior Vice President at Alera Investment Advisors, LLC. His prior experience includes roles at Securian Financial Services, Minnesota Life Insurance Company, and Triad Advisors, Inc. He is also a board member and grade director for the Arlington Heights Youth Basketball Association, a local nonprofit organization. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, businesses, and institutions. The firm employs a long-term investment approach using internal management, affiliate platforms, and independent managers, and offers comprehensive ERISA-focused services for retirement plans.
Jeffrey K
Series 66
Oakbrook Terrace, IL
IHT Wealth Management LLC
Jeffrey Kocis is a financial advisor with LPL Financial in Chicago, IL, holding a Series 66 designation and 24 years of industry experience. He has been affiliated with IHT Wealth Management LLC and LPL Financial since 2015. Outside of his advisory work, he serves as Chaplain and Executive Committee Board Member for the American Legion Riders Marne Post 13. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team, combining large-scale advisory operations with additional financial products and services.
Brendan D
Series 66
South Barrington, IL
VestGen Advisors, LLC
Brendan Donlevy is a financial advisor with VestGen Advisors, LLC, holding a Series 66 designation and three years of industry experience. His prior work history includes roles at Triad Advisors, Northwestern Mutual, and Capital Forensics Inc. 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 entities. The firm combines advisor-level client relationship management with centralized portfolio construction and utilizes third-party managers and affiliated funds as part of its investment approach.
John S
Series 63, Series 65
Schaumberg, IL
VestGen Advisors, LLC
John Straley is a financial advisor at VestGen Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with World Equity Group and American General Securities Incorporated. Outside of his advisory role, he is involved as a partner in film production companies Caliwood Pictures and CineSecure Films, and serves on the Membership Committee for The Bridge Youth & Family Services, a charitable organization. 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 relationship work with centralized portfolio construction and uses third-party managers and proprietary funds as part of its investment offerings.
David F
Series 63, Series 65
Wheaton, IL
Ausdal Financial Partners, Inc.
David Fischesser is a financial advisor with Ausdal Financial Partners, Inc. in Wheaton, IL, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior work includes positions at OSAIC, American Portfolios Financial Services Inc, and Grove Point Investments, LLC. Beyond advising, he owns Fisch Financial, LLC, which provides tax preparation, bookkeeping, and accounting services, and he serves as board treasurer for the Western DuPage Chamber of Commerce and chairman of the parish council at St. Michael Catholic Church. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a range of advisory services and integrates multiple custodians and third-party money managers, operating as both a registered investment adviser and broker-dealer.
Phillip S
Series 66
Wheaton, IL
Pure Financial Advisors, LLC
Phillip Smolinski is a financial advisor with Pure Financial Advisors, LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Fairhaven Wealth Management, IHT Wealth Management, Fidelity Brokerage Services, UBS Financial Services, and Ameriprise. Pure Financial Advisors, LLC is a large registered investment adviser managing approximately $11.05 billion in assets for individual and high-net-worth clients. The firm offers comprehensive financial planning and discretionary portfolio management, utilizing a financial-planning-centered approach rooted in academic frameworks and continuous planning through its Foundation Financial Plan process.
Jessica N
Series 63, Series 65, Series 66
South Barrington, IL
Fortis Capital Advisors, LLC
Jessica Nieminski is an Investment Advisor Representative with Fortis Capital Advisors, LLC, holding Series 63, 65, and 66 licenses and 13 years of industry experience. Her career includes roles at Network 1 Financial Securities, Cetera, and Clearpath Financial LLC, where she also serves as an advisor. Additionally, she is an insurance agent with ClearPath Financial Insurance, LLC, selling health, life, property, and casualty insurance. Fortis Capital Advisors is an SEC-registered multi-team investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm provides customized portfolio management and financial planning, employing a mix of passive, active, tactical, and ESG-aware strategies, and offers access to specialist sub-advisors and a range of financial services.
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2,936 advisors near
60194
within the area shown on the map
Out of 400,000+ nationwide