Ahlbeck Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Ahlbeck Financial provides ongoing portfolio management primarily to individual and high‑net‑worth clients, tailoring an Investment Policy Statement to each client's goals, time horizon, and risk tolerance. The firm offers discretionary management across asset‑class mutual funds, equities, fixed income, and non‑U.S. securities.
Its investment process combines fundamental analysis, modern portfolio theory, and technical analysis, and it implements both long‑ and short‑term trading as appropriate within client guidelines. Ahlbeck Financial documents risk tolerances and conducts quarterly account reviews while generally operating under discretionary authority to execute recommended allocations.
The brochure discloses an affiliation with an accounting firm owned by the firm’s principal that provides tax and accounting services and may be offered to advisory clients, a relationship the firm identifies and documents as a potential conflict of interest. The firm also notes the use of borrowing in separately managed accounts (a practice relatively uncommon among peers) and requires clients to custody assets with Interactive Brokers LLC, with potential receipt of research or other broker‑provided services.
Client services
Expertise
Fee options
$0 - $250,000: 1.00% $250,001 - $500,000: 0.90% $500,001 - $750,000: 0.80% $750,001 - $1,000,000: 0.70% $1,000,001 - $1,500,000: 0.60% $1,500,001 - $2,000,000: 0.50% $2,000,001 - $5,000,000: 0.40% $5,000,001+: 0.30%
Commissions are not the primary source of compensation but are received from outside business activities.
Main office
1651 Elk Blvd.
Des Plaines IL 60016
Advisors at this office
2
Most active in
Illinois
Also doing business as
Ahlbeck Financial · Ahlbeck Financial Incorporated
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Thomas A
Series 63, Series 65
Des Plaines, IL
Ahlbeck Financial
Thomas Ahlbeck is a financial advisor at Ahlbeck Financial with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera Financial Specialists LLC and Cetera Investment Advisers LLC. Outside of his advisory role, he manages and owns commercial and residential real estate properties with family members and serves as the treasurer for Maine Township School. Ahlbeck Financial provides portfolio management primarily to individual and high-net-worth clients, tailoring investment strategies to clients' goals and risk tolerance. The firm employs fundamental analysis, modern portfolio theory, and technical analysis, offering discretionary management across various asset classes with regular account reviews.
Deborah I
Series 66
Des Plaines, IL
Ahlbeck Financial
Deborah Ittner is a financial advisor at Ahlbeck Financial with 20 years of industry experience. She holds a Series 66 designation and has worked at Cetera Investment Advisers LLC and Cetera Financial Specialists LLC prior to joining Ahlbeck. In addition to her advisory role, she serves as Assistant Treasurer for the Maine Township School Treasurer, providing accounting functions. Ahlbeck Financial offers portfolio management primarily to individual and high-net-worth clients, tailoring investment strategies to clients’ goals, time horizons, and risk tolerances. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical analysis, providing discretionary management across multiple asset classes with regular account reviews.
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