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Kenneth M
Series 63, Series 66
Downers Grove, IL
Ausdal Financial Partners, Inc.
Kenneth Mitchell is a financial advisor at Ausdal Financial Partners, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Northwestern Mutual Investment Services, Valic Financial Advisors, and LPL Financial. Mitchell also maintains an outside insurance broker role focused on health insurance commissions. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, overseeing approximately $3.73 billion for over 16,000 clients. The firm offers a broad range of advisory and financial planning services, with investment strategies tailored to each client and integrated third-party management options.
George C
Series 65
Park Ridge, IL
Archer Investment Corporation
George Czerwionka is a financial advisor with Archer Investment Corporation in Park Ridge, IL. He holds a Series 65 designation and has 10 years of industry experience. He has been with Archer Investment Corporation since 2014 and also has a longstanding affiliation with Frank J. Baker Company since 2001. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm emphasizes a tailored investment process that considers cash flow, risk tolerance, and tax concerns, offering both discretionary management and model-based 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.
Meredith S
ChFC®, Series 63, Series 65
Schaumburg, IL
CL Wealth Management LLC
Meredith Sims is a financial advisor with CL Wealth Management LLC in Schaumburg, IL, holding the ChFC® designation and Series 63 and 65 licenses. She has 22 years of industry experience and has worked with multiple firms, including Heart Strong Wealth Planning and Onsystex. Outside of financial services, she owns Meredith Sims Creative LLC, a non-investment-related business. CL Wealth Management LLC offers portfolio advisory and financial planning services to individuals, businesses, and charitable organizations, utilizing both discretionary and non-discretionary management approaches tailored to client objectives and risk tolerance.
Danielle R
Series 66
Lombard, IL
Capital Analysts
Danielle Rovner is a financial advisor with Capital Analysts, holding a Series 66 designation and 12 years of industry experience. She has worked at Independent Financial Services and Lincoln Investment since 2015. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, utilizing an in-house investment management team and proprietary fund screening processes.
Ellis G
CFP®
Downers Grove, IL
JMG Financial Group Ltd
Ellis Greenstein is a CFP® professional at JMG Financial Group Ltd with four years of industry experience. Prior to joining JMG Financial Group in 2022, he was employed at the University of Wisconsin and Riviera Preparatory High School. JMG Financial Group provides comprehensive wealth management, portfolio management, and consulting services to individuals, trusts, retirement plans, business entities, and charitable organizations. The firm employs a planning-based, long-term investment approach with strategic asset allocation and offers specialized services including tax consulting and private investment fund advisory.
Eddie A
Series 66
Lombard, IL
Capital Analysts
Eddie Albazi is a financial advisor with Capital Analysts, holding a Series 66 designation and 25 years of industry experience. He has worked at Capital Analysts and Lincoln Investment since 2023 and previously spent 16 years with VALIC Financial Advisors. Albazi is also involved in insurance sales, including life and long-term care insurance, through separate business activities. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management supported by an in-house investment management and research team. The firm has a close affiliation with Lincoln Investment and provides advisors opportunities to engage in outside business activities alongside advisory services.
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.
Cynthia P
Series 65
Hoffman Estates, IL
Corecap Advisors
Cynthia Pruemm is a financial advisor at Corecap Advisors with six years of industry experience. She holds a Series 65 designation and has been associated with SIS Financial Group since 2006. In addition to her advisory role, she owns and operates an independent insurance agency serving a similar client base. Corecap Advisors provides discretionary investment and portfolio management as well as standalone financial planning services to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm uses a relationship-oriented, individualized approach with a long-term investment horizon and employs a range of investment vehicles including mutual funds, ETFs, individual equities, and fixed income.
Jack R
CFP®
Downers Grove, IL
JMG Financial Group Ltd
Jack Reynolds is a CFP® professional with four years of experience at JMG Financial Group Ltd. Prior to joining the firm in 2022, he spent four years at the University of Arizona and three years at West Chicago Community High School. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, offering comprehensive wealth management, portfolio management, and consulting services. The firm follows a planning-based, long-term investment approach focused on strategic asset allocation and uses a variety of investment vehicles, including ETFs, mutual funds, individual equities, and private investments.
Carol M
Series 63, Series 65
Elmhurst, IL
Lasalle St. Investment Advisors, L.L.C.
Carol Mcginnis is a financial advisor with Lasalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 designations and bringing 28 years of industry experience. She has been with Lasalle St. Securities since 2006. Outside of her advisory role, she contributes to the finance team at Village Church of Oak Park by entering tithes into their system. Lasalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, with a notable predominance of non-discretionary assets under management.
Larry J
CFP®, Series 63
Downers Grove, IL
Ausdal Financial Partners, Inc.
Larry Johnson is a CFP® with 43 years of industry experience, currently serving at Ausdal Financial Partners, Inc. since 2015. He previously worked at Sterling Financial Advisory Services, Inc. from 2012 to 2020. Outside of financial advising, Johnson owns several fitness clubs under the Anytime Fitness brand and is involved in a handcrafted vodka business. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in client assets. The firm offers a range of advisory programs and brokerage services to individuals, trusts, corporations, pension plans, and charitable organizations, with investment strategies delivered through discretionary and non-discretionary accounts across various asset classes.
Jessica F
PFS™
Oak Brook, IL
Avantax Planning Partners, Inc.
Jessica Freiburg is a financial advisor at Avantax Planning Partners, Inc. with the PFS™ designation and two years of industry experience. She is also the managing partner of Sassetti LLC, a firm providing tax planning, audit, accounting, and advisory services. Freiburg serves as the treasurer for the Parks Foundation of Oak Park, where she manages budgeting and fundraising efforts, and volunteers as a mentor with the Illinois Wesleyan University Council for Women. Avantax Planning Partners provides investment advice and related planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs a model-based style allocation strategy overseen by an Investment Advisory Committee and offers tax-intelligent overlays and discretionary management with centralized trading and reporting.
Patrick K
Series 66
Elmhurst, IL
Lasalle St. Investment Advisors, L.L.C.
Patrick Kearney is a financial advisor with Lasalle St. Investment Advisors, L.L.C. He holds a Series 66 designation and has six years of industry experience. His prior work includes roles at the University of Chicago and Barnes & Noble. 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, offering both non-discretionary and discretionary management approaches.
Jerome K
Series 63, Series 66
Downers Grove, IL
Highpoint Planning Partners
Jerome Kahn is a financial advisor with Highpoint Planning Partners, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His career includes roles at LPL Financial and operating his own firm, J Kahn & Associates LLC. He also writes life and long-term care insurance policies when appropriate. Highpoint Planning Partners serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and acts as sponsor and manager of a wrap-fee program, utilizing fundamental analysis and a range of investment vehicles.
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.
Timothy L
Series 66
Naperville, IL
VestGen Advisors, LLC
Timothy Ludwig is a financial advisor at VestGen Advisors, LLC with seven years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones and Raymond James Financial Services. Outside of his advisory role, he is associated with Mohns & Haller Inc., a company handling payroll and benefits for employees. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for around 9,453 clients. The firm serves individual and high-net-worth clients, offering investment management, financial planning, wrap-fee programs, and retirement plan services using a combination of analytical methods and third-party managers.
David C
Series 66
Downers Grove, IL
Highpoint Planning Partners
David Cimmarusti is a financial advisor at HighPoint Planning Partners with six years of industry experience. He holds a Series 66 designation and has worked with HighPoint Advisor Group, LPL Financial, and Leaders Partners, Inc. His work includes activities related to investment advisory businesses connected to LPL Financial. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management and financial planning services, employing fundamental analysis and diversified portfolio construction across various asset classes, and utilizes multiple platform solutions to deliver advisory services.
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4,558 advisors near
60126
within the area shown on the map
Out of 400,000+ nationwide