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1,747 advisors near
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Out of 400,000+ nationwide
Eric V
Series 63, Series 65
Lisle, IL
LPL Financial
Eric Vanness is a financial advisor with LPL Financial in Lisle, Illinois, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior experience includes roles at Waddell & Reed, various insurance carriers, and involvement with organizations such as the American Legion Post 414 and the Association of Financial Educators. He has also participated in several nonprofit and community groups over the years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning, model portfolios, and institutional platforms.
Denise B
Series 63, Series 65, Series 66
Warrenville, IL
OSAIC
Denise Baranowski is a financial advisor at OSAIC with 23 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at firms including Woodbury Financial Services, Merrill, Morgan Stanley, and J.P. Morgan Securities. Outside of her advisory role, she is principal of The Divorce Financial Group, LLC, specializing in divorce planning and analysis. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides a range of brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and a multi-advisor platform supporting both discretionary and advisor-managed strategies.
Ronald A
Series 65
St. Charles, IL
Financial Planning Resources,LLC
Ronald Asselborn is a financial advisor at Financial Planning Resources, LLC with 28 years of industry experience. He holds a Series 65 designation and has been with his current firm since 1999. Outside of his advisory work, he serves as a high school soccer referee during the spring and fall seasons. Financial Planning Resources, LLC is an independent firm based in St. Charles, IL, consisting of a single advisor.
Jason S
CFA®, Series 66
Naperville, IL
Recondite Capital LLC
Jason Stevens is the sole advisor at Recondite Capital LLC in Naperville, IL, where he has worked since 2015. He holds the CFA® designation and Series 66 license and has 13 years of industry experience. Recondite Capital LLC provides portfolio management and financial planning services to a small client base consisting of high-net-worth individuals and business or institutional clients. The firm combines discretionary portfolio management with subscription-based publications and security pricing or rating services.
Carol A
Series 63, Series 65
Naperville, IL
Anderson Wealth Advisors LLC
Carol Anderson is the sole advisor at Anderson Wealth Advisors LLC in Naperville, IL, holding Series 63 and Series 65 licenses with 47 years of industry experience. She has worked at FSC Securities Corporation and OSAIC before founding her current firm. In addition to financial advising, she sells life insurance as an outside business activity. Anderson Wealth Advisors LLC provides fee-based financial planning and investment advice tailored to individual retirement and investment goals.
John W
Series 65
Saint Charles, IL
Stratitech Consulting, Inc.
John Waller is a financial advisor with Stratitech Consulting, Inc. He holds the Series 65 credential and has 10 years of industry experience. He has worked at Martin Matthews Group, Inc. since 2008. Stratitech Consulting, Inc. is an independent firm serving clients through personalized financial strategies.
Robert P
Series 63, Series 65
Aurora, IL
Pinnacle Financial Planning
Robert Pachciarz is the sole advisor at Pinnacle Financial Planning in Aurora, Illinois, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J.P. Morgan Securities LLC and Elevated Capital Advisors, LLC. Pinnacle Financial Planning provides investment advice and financial planning to individuals, high net worth clients, trusts, and estates through recommending and monitoring third-party money managers rather than directly managing client assets. The firm combines a solicitor/referral model with fixed-fee financial planning and an affiliated insurance sales activity.
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1,747 advisors near
60510
within the area shown on the map
Out of 400,000+ nationwide