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790 advisors near
60429
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Jeff K
Series 63, Series 65
Mokena, IL
IP Financial Advisory Services LLC
Jeff Kantor is a financial advisor at IP Financial Advisory Services LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Creative Financial Designs and Ash Brokerage. Kantor also sells Medicare Advantage Plans through Aetna, dedicating part of his time to this activity. IP Financial Advisory Services LLC primarily serves individual retail clients and offers portfolio management, financial planning, consulting, and access to third-party investment managers. The firm focuses on non-high-net-worth investors and retirement plan participants, employing various analytical approaches and offering a broad range of consulting services.
Scott L
Series 63, Series 65
Schererville, IN
Prosperity Capital Advisors
Scott Luecke is a financial advisor with Prosperity Capital Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been associated with Prosperity Capital Advisors since 2012 and also maintains involvement with Hammer Financial Group, where he engages in the sale of fixed products, tax preparation, and Medicare supplements. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base including individual investors, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach featuring core risk-based portfolios, specialized strategies, and access to private and alternative investments.
Thomas H
Series 63, Series 65
Shererville, IN
LaSalle St. Investment Advisors, L.L.C.
Thomas Hivko is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 42 years of industry experience. He has been associated with La Salle St. Securities, Inc. since 1986 and has been self-employed since 1980. He holds Series 63 and Series 65 licenses. LaSalle St. Investment Advisors provides 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 programs, utilizing a mix of mutual funds, ETFs, equities, fixed income, and options, with a notable emphasis on non-discretionary asset management.
Alexander M
Series 66
Munster, IN
Belpointe Asset Management LLC
Alexander Milton is a financial advisor with Belpointe Asset Management LLC in Munster, Indiana. He holds a Series 66 designation and has one year of industry experience. Milton has worked at several firms, including AFIN Family Wealth Management and Cetera Investment Services. Outside of advisory work, he is an independent insurance agent selling fixed insurance products. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion. The firm provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and other advisers, implementing customized portfolios through various strategies and model portfolios.
Matthew G
Series 66
Homer Glen, IL
Geneos Wealth Management, Inc.
Matthew Grasman is a financial advisor with Geneos Wealth Management, Inc., holding a Series 66 license and five years of industry experience. He has worked at John White & CO and Geneos Wealth Management since 2020. Outside of his advisory role, he is involved in tax preparation and operates a landscaping and snow removal business. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a variety of analytic approaches and investment strategies, combining continuous account monitoring with discretionary trading authority for most client accounts.
Angelica V
Series 63, Series 65
Orland Park, IL
Belpointe Asset Management LLC
Angelica Vukobratovich is a financial advisor at Belpointe Asset Management LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Cetera, Marquette Bank, Fifth Third Bank, and MB Financial Bank. Angelica also operates as an independent insurance agent, selling life, disability, and long-term care insurance. Belpointe serves a diverse client base, including individual investors, retirement plans, and corporations, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs customized portfolio strategies ranging from passive to active and tactical, combining internal management with third-party managers when appropriate.
Kasey R
Series 63, Series 65
Orland Park, IL
Ausdal Financial Partners, Inc.
Kasey Reed is a financial advisor with Ausdal Financial Partners, Inc. in Arlington Heights, IL, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. She has worked at Alberts Wealth Advisors, LLC since 2017 and has been with Ausdal Financial Partners since 2016. Outside of her advisory role, Reed is a partner and owner at Alberts Wealth Advisors, where she provides financial planning solutions including life and health insurance. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of about 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to a diverse clientele, delivering strategies through discretionary and non-discretionary accounts that include mutual funds, ETFs, equities, fixed income, and alternative products.
Thomas M
Series 63, Series 65
Tinley Park, IL
Mutual Of Omaha Investor Services, Inc.
Thomas Mcnulty is a financial advisor at Mutual Of Omaha Investor Services, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Mutual Of Omaha since 2009. Outside of his advisory role, Mcnulty serves as the Executive Director of the Tinley Park Chamber of Commerce. Mutual Of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning and managed account programs primarily through a platform relationship with Envestnet. The firm operates within the Mutual of Omaha group, combining advisory, broker-dealer, and insurance services.
Brendan N
CFP®
Orland Park, IL
Modern Wealth Management, LLC
Brendan Nuzzo is a CFP® professional with one year of industry experience, currently advising at Modern Wealth Management, LLC. He previously worked at OFM Wealth for four years and has a background that includes experience outside the financial industry. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm offers investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized Investment Committee and a range of model portfolios and third-party managers.
Cristine M
CFP®, CFA®
Orland Park, IL
Modern Wealth Management, LLC
Cristine Marik is a CFP® and CFA® with 26 years of experience in financial advising. She has worked at Modern Wealth Management, LLC since 2025 and previously held positions at OFM Wealth, Stevens Wealth Management LLC, Leonetti & Associates, and Successful Financial Solutions Inc. Marik holds an insurance license and oversees existing life insurance and variable annuities. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across about 94 advisors. The firm provides discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized Investment Committee and an integrated operational structure.
Lori B
CFP®, Series 63, Series 65
Burr Ridge, IL
Silver Oak Securities, Inc.
Lori Barone is a CFP® with 28 years of industry experience, currently affiliated with Silver Oak Securities, Inc. She has previously worked at Securities America Advisors, Inc. and Securities Service Network, Inc. Barone also operates Barone Financial Group, Inc., an independent financial professional firm offering investment advice and financial planning services. Silver Oak Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities, managing approximately $2.4 billion in discretionary assets. The firm offers a variety of advisory programs focusing on discretionary, customized investment management aligned with client objectives and risk tolerances.
Matthew S
CFP®
Orland Park, IL
Modern Wealth Management, LLC
Matthew Schaap is a CFP® professional with three years of industry experience, currently serving at Modern Wealth Management, LLC. He has worked previously at OFM Wealth, Heritage Planning Partners, and Busey Wealth Management. He also holds an insurance license, overseeing existing life insurance and variable annuities. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across 94 advisors. The firm provides discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans.
Richard Z
Series 66
Orland Park, IL
Kovack Advisors, Inc.
Richard Ziemianski is a financial advisor at Kovack Advisors, Inc. with 24 years of industry experience. He has been with Kovack Advisors and Kovack Securities since 2006, following three years at Wrp Investments, Inc. He holds a Series 66 designation. Outside of advisory work, Ziemianski is the managing partner of Integrity Insurance and Financial Services, where he spends part of his time on health and life insurance. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, banks, and government entities, utilizing a combination of internally created models and third-party management within an Envestnet-supported workflow.
Todd G
Series 63, Series 65
Schereville, IN
Prosperity Capital Advisors
Todd Gehring Gervase is a financial advisor at Prosperity Capital Advisors with three years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked with Innovation Partners LLC and Hammer Financial Group. In addition to his advisory role, he is a licensed insurance agent offering fixed insurance products. Prosperity Capital Advisors is an SEC-registered firm providing financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, high-net-worth investors, corporations, and retirement plans. The firm employs model-based asset allocation strategies and ongoing portfolio supervision using investment suites from providers such as BlackRock, Dimensional, and Vanguard.
Julia S
Series 66
Mokena, IL
AdvisorNet Wealth Partners
Julia Slobodnik is a financial advisor with AdvisorNet Wealth Partners and holds a Series 66 designation. She has one year of industry experience, including prior roles at Cetera Wealth Services, Equitable Advisors, and Seven Saints. Outside of her advisory work, she also works as a server at a restaurant called Augie's. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using a variety of investment vehicles and offers both discretionary and non-discretionary management services.
Sean C
Series 63, Series 65
Alsip, IL
HBW Advisory Services LLC
Sean Cisney is a financial advisor with HBW Advisory Services LLC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with HBW since 2017. Outside of his advisory role, he serves as Treasurer for the Garden Homes Fire Protection District Volunteer Fire Department, where he manages financial reporting and tax filings. HBW Advisory Services manages approximately $1.75 billion in client assets, providing asset management, financial planning, and consulting to individuals, families, charitable organizations, and institutions. The firm employs a blended investment approach that includes tactical asset allocation and multi-manager diversification, and it services a high client load per advisor while offering sub-advisory and retirement plan subscription services.
Brendan H
Series 65
Palos Heights, IL
First Advisors National, LLC
Brendan Houlihan is a financial advisor with First Advisors National, LLC in Palos Heights, IL, holding a Series 65 designation and 10 years of industry experience. He has worked at the Illinois Department of Revenue since 2014. In addition to his advisory role, Houlihan is an independent insurance agent specializing in life and health insurance sales. 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 manager selection and monitoring, combining tactical and strategic investment approaches with fundamental analysis.
Amanda D
Series 66
Orland Park, IL
Thrivent Advisor Network, LLC
Amanda Devore is a Series 66-licensed financial advisor with nine years of industry experience. She is currently affiliated with Thrivent Advisor Network, LLC, and has held positions at Purshe Kaplan Sterling Investments, Bates Financial Group, and Equitable Advisors. Thrivent Advisor Network serves a diverse client base including individuals, families, trusts, businesses, and retirement plans, managing approximately $6.8 billion in assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory, utilizing a range of investment strategies with an emphasis on low-cost diversified mutual funds and ETFs.
Robert B
Series 63, Series 66
Chicago, IL
Packerland Brokerage Services, Inc.
Robert Balanoff is a financial advisor with Packerland Brokerage Services, Inc. in Chicago, IL, holding Series 63 and Series 66 credentials and 19 years of industry experience. His career includes roles at AllState Financial Services and multiple businesses he leads, such as Balanoff Tax Services LLC and Balanoff Insurance Agency, Inc. Outside of his advisory work, he is involved in mortgage origination through Nexa Mortgage LLC and assists clients with real estate transactions via Homevisor, LLC. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory programs. The firm offers both brokerage and advisory services through a variety of managed portfolio options and third-party arrangements, managing over $900 million in client assets.
Frank D
Series 63, Series 65
Palos Park, IL
Madison Partners
Frank Diliberto is a financial advisor with Madison Partners in Palos Park, IL, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at several firms, including LPL Enterprise, The Prudential Insurance Company of America, Edward Jones, and Merrill Lynch. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized, primarily long-term investment approach utilizing ETFs, mutual funds, individual equities, fixed income, and alternatives, often implementing strategies through third-party sub-advisers and model portfolios.
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Finding advisors...
790 advisors near
60429
within the area shown on the map
Out of 400,000+ nationwide