Orland Park, IL John Humphrey Drive Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

3

Of 10,209 advisors across 5,116 offices

Location

14548 John Humphrey Drive

Orland Park IL 60462

Advisors at this office

3

Advisors at this office

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Jeffrey K

Series 66

Orland Park, IL

Cetera

Jeffrey Kubiak is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and also operates Kubiak Wealth Management and Kubiak & Kubiak CPA, focusing on wealth management and tax planning services, respectively. Prior to his advisory role, he has experience connected to professional hockey organizations and a background that includes time at Cornell University. Cetera Investment Advisers LLC is a large, SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to both affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Glenn K

Series 63, Series 65

Orland Park, IL

Cetera

Glenn Kubiak is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He is also president and owner of Kubiak & Kubiak Ltd, a CPA firm specializing in tax and bookkeeping services. Kubiak has operated his own wealth management firm since 2022. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with diverse portfolio management options, including access to third-party managers and model portfolios, supporting a wide range of investment strategies under discretionary and non-discretionary authorities.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Alexander K

Series 66

Orland Park, IL

Cetera

Alexander Kubiak is a financial advisor with Cetera based in Orland Park, IL, holding a Series 66 designation and five years of industry experience. He has held roles at firms including PricewaterhouseCoopers and Antares Capital, and currently owns and operates Kubiak Wealth Partners, LLC, and Kubiak Wealth Management. In addition to his advisory work, he serves as a CPA providing tax and bookkeeping services through Kubiak and Kubiak CPAs Limited. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, diverse program options, and access to both affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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