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496 advisors near
60119
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Out of 400,000+ nationwide
Laura C
Series 66
Geneva, IL
Leelyn Smith, LLC
Laura Chamness is a financial advisor with Leelyn Smith, LLC in Geneva, Illinois, holding a Series 66 designation and 16 years of industry experience. She previously worked at LPL Financial and Highpoint Planning Partners. Outside of her advisory role, she serves as a notary public. Leelyn Smith, LLC provides discretionary and non-discretionary investment advisory services to individuals, pension and profit-sharing plans, business entities, and trusts. The firm employs model-based and individualized allocations across various asset classes and utilizes multiple third-party technology platforms and service providers to support portfolio management.
David H
Series 63, Series 65
St. Charles, IL
Total Clarity Wealth Management, Inc
David Hogaboom is a financial advisor with Total Clarity Wealth Management, Inc. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. His prior roles include positions at LPL Financial, Capital Point Financial Group, and Guidant Wealth Advisors. Outside of advisory work, he is involved with Insightful Wealth Planning LLC, a non-investment-related business entity. Total Clarity Wealth Management provides wealth management and financial planning services to individuals, trusts, estates, charitable organizations, corporate clients, and 401(k) plan sponsors. The firm offers discretionary portfolio management using a range of investment vehicles and employs both model portfolios and separately managed accounts, with a focus on tailored asset allocation and regular account monitoring.
Kenneth T
CFA®, Series 66
Naperville, IL
T2 Asset Management, LLC
Kenneth Tomko is a CFA® charterholder with 16 years of industry experience. He is a member of the team at T2 Asset Management, LLC, where he has worked since 2013, following five years at Asbury Investment Management LLC. Tomko holds the Series 66 registration. T2 Asset Management, LLC provides investment management, wealth planning, and business advisory services to individuals, small businesses, and institutions. The firm manages approximately $165 million in discretionary assets using proprietary, rules-based models that combine technical and fundamental analysis to guide asset allocation and risk management across multiple portfolio profiles.
Mark B
CFP®, Series 63, Series 65
Naperville, IL
M.Brown Financial Advisors
Mark Brown is a CFP® professional with 39 years of experience in financial advising. He is the founder of M. Brown Financial Advisors in Naperville, IL, and has held positions at Ausdal Financial Partners, LPL Financial, Wells Fargo Advisors, and Herbst Financial Advisors. Outside of advising, he serves as Vice President of the Naper Courtyards Condo Association. M. Brown Financial Advisors primarily serves as a sub-advisor to Ausdal Financial Partners and other registered investment advisers, providing discretionary portfolio management, customized accounts, and retirement plan consulting. The firm combines active tactical allocation with diversified model portfolios and includes commission-based brokerage and insurance products alongside sub-advisory services.
Christopher D
CFA®, Series 63, Series 66
Geneva, IL
Leelyn Smith, LLC
Christopher Dieckow is a CFA® charterholder with 17 years of experience in the financial services industry. He is currently a financial advisor at Leelyn Smith, LLC, where he has worked since 2021. Prior to this, he held positions at Schwab Private Client Investment Advisory, Inc. and Charles Schwab and Co. Inc. Leelyn Smith, LLC provides discretionary and non-discretionary investment advisory services to individuals, pension and profit-sharing plans, business entities, and trusts. The firm employs model-based and individualized allocations, utilizes multiple third-party technology platforms, and offers access to structured notes and held-away account management as part of its comprehensive advisory services.
Richard G
CFP®, Series 63, Series 65
Aurora, IL
River Street Advisors, LLC
Richard Gartelmann is a CFP® with 28 years of experience in the financial services industry. He is affiliated with River Street Advisors, LLC and Old Second National Bank, where he has worked since 2011. Gartelmann holds Series 63 and Series 65 licenses and serves as Senior Vice President managing client relationships for trust accounts at Old Second Wealth Management. River Street Advisors, LLC is an independent asset management and financial planning firm serving individual, institutional, and charitable clients. The firm employs a disciplined investment process incorporating written policy statements, quantitative and fundamental analysis, and may use derivatives and option strategies as part of its portfolio management.
Joseph C
Series 66
Naperville, IL
T2 Asset Management, LLC
Joseph Contorno is a financial advisor at T2 Asset Management, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at T2 Asset Management since 2017. His prior experience includes roles at The Strategic Coach and Jurs Montgomery. T2 Asset Management provides investment management, wealth planning, and business advisory services to individuals, small businesses, and institutions. The firm manages approximately $165 million on a discretionary basis using proprietary, rules-based models that combine technical and fundamental analysis to guide asset allocation and risk management across multiple portfolio profiles.
Jeanne T
Series 66
St. Charles, IL
Total Clarity Wealth Management, Inc
Jeanne Tackett is a financial advisor at Total Clarity Wealth Management, Inc. with 19 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial, Cetera Advisors Networks LLC, and Wall Street Financial Advisors. Jeanne is also the owner of Indigo Adviser Services, Inc., a non-investment-related business activity. Total Clarity Wealth Management provides wealth management and financial planning services to individuals, trusts, estates, charitable organizations, corporate clients, and 401(k) plan sponsors. The firm offers discretionary portfolio management using a variety of investment vehicles and third-party model portfolios, and it supports customized asset allocations with monitoring and specialized strategies for sophisticated investors.
Charles H
Series 63, Series 65
Geneva, IL
Leelyn Smith, LLC
Charles Hartman is a financial advisor with Leelyn Smith, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at LPL Financial and National Planning Corporation prior to his long tenure at Leelyn Smith. Hartman is also involved in providing investment advisory services through The Retirement Network, an independent advisory firm. Leelyn Smith, LLC offers discretionary and non-discretionary investment advisory services to individuals, pension and profit-sharing plans, business entities, and trusts, along with financial planning and consulting. The firm employs model-based and individualized investment allocations, utilizing various platforms and third-party services, including a distinctive affiliation with an accounting practice and use of AI tools and structured notes.
Vanessa C
Series 65
St. Charles, IL
Total Clarity Wealth Management, Inc
Vanessa Croessmann is a financial advisor at Total Clarity Wealth Management, Inc with three years of industry experience. She holds a Series 65 designation and has worked at Wall Street Financial Advisors and as a self-employed financial planner. In addition to her advisory role, she is an independent licensed insurance agent focusing on life, accident, and health insurance. Total Clarity Wealth Management serves individuals, trusts, estates, charitable organizations, corporate clients, and employer 401(k) plan sponsors, offering discretionary portfolio management, financial planning, and donor-advised fund support. The firm employs customized asset allocations using various investment vehicles and maintains several offices with affiliations to legal, real estate, and accounting professionals.
Vincent C
Series 63, Series 66
Naperville, IL
T2 Asset Management, LLC
Vincent Cione is a financial advisor at T2 Asset Management, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Purshe Kaplan Sterling Investments and Wayne Hummer Investments. In addition to his advisory role, he is a licensed agent for fixed and traditional insurance products. T2 Asset Management provides investment management, wealth planning, and business advisory services to individuals, small businesses, and institutions. The firm uses proprietary, rules-based models combining technical and fundamental analysis to manage multi-asset portfolios and downside risk across several investment profiles.
Katherine B
CFP®
Geneva, IL
DHJJ Financial Advisors
Katherine Byrne is a CFP® professional with 10 years of industry experience. She has been with DHJJ Financial Advisors, a firm based in Geneva, IL, since 2014. DHJJ Financial Advisors is an SEC-registered firm managing approximately $543.5 million and serves individual and high-net-worth clients. The firm provides portfolio management, financial planning, and retirement plan services, and offers access to tax preparation and accounting through an affiliated CPA firm.
Brendan K
Series 63, Series 65
St. Charles, IL
Total Clarity Wealth Management, Inc
Brendan Krahl is a financial advisor with Total Clarity Wealth Management, Inc. He holds Series 63 and Series 65 designations and has 11 years of experience in the industry. His prior experience includes roles at LPL Financial and Capital Point Financial Group. Outside of advisory services, he is involved as an investor in a tax preparation and accounting business. Total Clarity Wealth Management provides wealth management and financial planning services to individuals, trusts, estates, charitable organizations, corporate clients, and 401(k) plan sponsors. The firm offers discretionary portfolio management using various investment vehicles and strategies, including managed account programs and a more active strategy for sophisticated investors, and maintains multiple office locations with affiliated professionals in legal, real estate, and accounting fields.
John D
Series 63, Series 65
Geneva, IL
Leelyn Smith, LLC
John Dorn is a financial advisor with Leelyn Smith, LLC in Geneva, IL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at LPL Financial and National Planning Corporation before joining Leelyn Smith in 2012. Dorn is also involved with The Retirement Network, an independent investment advisory firm through which he provides additional advisory services. Leelyn Smith, LLC offers discretionary and non-discretionary investment advisory services to individuals, pension and profit-sharing plans, business entities, and trusts. The firm employs model-based and individualized allocations across a range of investments and utilizes various third-party technology platforms, with a notable affiliation to an accounting practice that may present conflicts when recommending tax or accounting services.
Lucas T
Series 66
Yorkville, IL
Trillium Wealth LLC
Lucas Thompson is a financial advisor with Trillium Wealth LLC and holds a Series 66 designation. He has two years of industry experience, including prior roles at CWM, LLC and Thrivent Financial. Outside of his advisory work, he has been involved with The Write Stuff. Trillium Wealth LLC provides portfolio management, financial planning, retirement plan consulting, and access to private placement investments for individuals, trusts, pension plans, corporations, and other business entities. The firm uses quantitative, fundamental, technical, and economic analysis in its investment approach and manages over $544 million in discretionary assets across approximately 625 clients.
Travis B
Series 65
Aurora, IL
River Street Advisors, LLC
Travis Buoy is a financial advisor with River Street Advisors, LLC, holding a Series 65 credential and three years of industry experience. He also works as an investment research analyst for Old Second National Bank’s wealth management department. Prior to his advisory role, Buoy was employed at St. Charles Country Club for eight years. River Street Advisors, LLC is an independent asset management and financial planning firm serving individual clients, high-net-worth individuals, institutional, and charitable entities. The firm uses written investment policy statements, model portfolios, and a combination of quantitative and fundamental analysis to manage diversified portfolios, including the use of derivatives and option strategies.
Ryan K
Series 63, Series 66
Geneva, IL
Leelyn Smith, LLC
Ryan Kahlenberg is a financial advisor with Leelyn Smith, LLC, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at LPL Financial since 2022 and was previously with Kahlenberg Wealth Partners/Berthel Fisher & Co. and Dunham & Associates Investment Counsel, Inc. Since 2022, he provides investment advisory services through Leelyn Smith, LLC. Leelyn Smith, LLC serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and trusts. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing multiple technology platforms and investment strategies that include equities, fixed income, mutual funds, ETFs, and private investment funds for qualified clients.
Linda F
Series 66
Batavia, IL
Signature Financial Services, Ltd
Linda Foltos Mahler is a financial advisor with Signature Financial Services, Ltd, holding a Series 66 designation and 26 years of industry experience. She has been associated with Signature Financial Services since 1999 and First Heartland Capital, Inc. since 2001. In addition to her advisory roles, Mahler operates Mahler Financial Services and provides tax and accounting services through Linda F. Mahler, CPA. Signature Financial Services offers investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and business entities. The firm employs an asset-allocation driven investment approach based on modern portfolio theory, utilizing model portfolios and institutional strategists across various asset classes while emphasizing periodic rebalancing and risk-based guidelines.
Thomas C
Series 66
Batavia, IL
Total Clarity Wealth Management, Inc
Thomas Castronovo is a financial advisor at Total Clarity Wealth Management, Inc with 15 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial and Cetera Advisor Networks. Outside of his advisory role, he is involved in tennis coaching and instruction at Benet Academy High School and Naperville Tennis Club. Total Clarity Wealth Management provides wealth management and financial planning services to individuals, trusts, estates, charitable organizations, corporate clients, and employer 401(k) plan sponsors. The firm offers discretionary portfolio management, financial planning, and specialized advisory services, utilizing a range of investment vehicles and third-party model portfolios, with a focus on customized asset allocations and regular account monitoring.
Andrew B
Series 63, Series 65
Naperville, IL
M.Brown Financial Advisors
Andrew Buttimer is a financial advisor with M.Brown Financial Advisors in Naperville, IL, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with M.Brown Financial Advisors since 2021 and also works with Ausdal Financial Partners, Inc. since 2010. Outside of advisory work, he is involved in community business networking as a member of the BNI A.I.M. Naperville chapter, where he participates in referral building and member relations. M.Brown Financial Advisors primarily serves as a sub-advisor to Ausdal Financial Partners and other registered investment advisers, offering discretionary portfolio management, retirement plan consulting, and participant education. The firm uses a combination of active tactical allocation and diversified allocation models, employing various analytical methods and investment vehicles to manage client accounts on a discretionary basis.
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Finding advisors...
496 advisors near
60119
within the area shown on the map
Out of 400,000+ nationwide