A complete list of active advisors currently associated with Ahlbeck Financial

Warmer can help you find a great advisor at Ahlbeck Financial or one who fits your needs even better.

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.

To learn more about the advisors currently working at Ahlbeck Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Thomas Ahlbeck	Des Plaines, IL	23
Deborah Ittner	Des Plaines, IL	21

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