Burr Ridge, IL 83rd St Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$646,941,953,071
ClientsTotal clients
1,373,063
AdvisorsAdvisors at this office
4
Of 12,719 advisors across 4,079 offices
Location
375 83rd St
Burr Ridge IL 60527
Advisors at this office
4
Advisors at this office
John Q
CFP®, Series 66
Burr Ridge, IL
Ameriprise
John Quinn is a financial advisor at Ameriprise with three years of industry experience and holds a Series 66 designation. Prior to his current role, he held various positions including work with the Boys and Girls Club of Greater Dubuque and Loras College. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement with substantial assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.
Nicole P
Series 66
Burr Ridge, IL
Ameriprise
Nicole Portolos is a financial advisor with Ameriprise in Burr Ridge, IL, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written Recommendation Reports, with an emphasis on assets held in Ameriprise Managed Accounts and algorithmic automation in generating recommendations.
Jillian S
Series 66
Burr Ridge, IL
Ameriprise
Jillian Szafranski is a financial advisor with Ameriprise in Orland Park, IL, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise and its affiliates since 2012. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports through a centralized consulting team.
Frank S
Series 63
Burr Ridge, IL
Ameriprise
Frank Szafranski is a financial advisor at Ameriprise with 39 years of industry experience. He has been with Ameriprise and its affiliated entities since 1989. Szafranski serves on the Board of Directors for the Darien Study Center. Ameriprise provides retirement-income planning services primarily to individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team.
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