A complete list of active advisors currently associated with American Community Wealth Management, LLC
Warmer can help you find a great advisor at American Community Wealth Management, LLC or one who fits your needs even better.
American Community Wealth Management provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), business owners, corporations, charitable organizations, and pension and profit‑sharing plans. Its offerings include portfolio management on both discretionary and non‑discretionary bases, comprehensive financial planning, group retirement plan consulting, and public and employer‑focused educational seminars that the firm states are presented free of charge. The firm employs a multi‑platform investment model, making client assets available to third‑party managed programs (including Ladenburg Thalmann’s LTAM, Fidelity’s FMAX, and separate account networks) as well as advisor‑managed portfolios composed of individual securities, mutual funds and ETFs across active and passive strategies. Investment advice is based on client objectives, risk tolerance and asset allocation, with ongoing monitoring supported by industry data and third‑party managers where appropriate. ACWM is wholly owned by American Community Bank & Trust (a subsidiary of American Community Financial, Inc.), an affiliation disclosed in its brochure that affects its operating structure and potential conflicts of interest. The firm also sponsors multiple wrap fee programs across different platforms and maintains a hybrid distribution model (advisors who are also registered representatives of Osaic Wealth), and it highlights regular educational outreach—features that the firm’s disclosures identify as operational distinctions from many peers.
To learn more about the advisors currently working at American Community Wealth Management, LLC, 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 |
|---|---|---|
Crystal Lake, IL
| 27
| |
Crystal Lake, IL
| 15
| |
Crystal Lake, IL
| 0
| |
Crystal Lake, IL
| 25
| |
Crystal Lake, IL
| 23
|
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