Schaumburg, IL E Woodfield Rd Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

4

Of 10,209 advisors across 5,116 offices

Location

1515 E Woodfield Rd Suite 100

Schaumburg IL 60173

Advisors at this office

4

Advisors at this office

user avatar

Matthew S

Series 63, Series 66

Schaumburg, IL

Cetera

Matthew Strutzel is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Raymond James & Associates for 14 years. Outside of his advisory work, he serves as an elder at St. John Lutheran Church in Wheaton, IL. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services to individual, corporate, charitable, and institutional clients through a multi-manager platform with discretionary and non-discretionary options.

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

David S

CFP®, Series 63, Series 66

Schaumburg, IL

Cetera

David Strutzel is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Cetera since 2023. He is the owner of Strutzel Family Wealth Management and has prior experience at Raymond James & Associates. Outside of finance, he serves as a substitute church organist and choir director at St Peter Damian Church. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that includes affiliated and third-party strategies with both discretionary and non-discretionary account options.

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

Julie B

Series 66

Schaumburg, IL

Cetera

Julie Bjorklund is a financial advisor with Cetera, holding a Series 66 designation and bringing 20 years of industry experience. She has worked with firms including Raymond James & Associates and Wells Fargo Advisors. Since 2025, she has been an owner of Kapraun and Bjorklund Wealth Advisors LLC, a financial services firm. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporations, and institutional accounts. The firm offers a multi-manager platform allowing advisors to implement a range of portfolio management strategies across various program structures and custodial relationships.

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

Ronald K

Series 63

Schaumburg, IL

Cetera

Ronald Kapraun is a financial advisor with Cetera in Schaumburg, IL, holding a Series 63 designation and over 36 years of industry experience. His prior roles include positions at Raymond James & Associates and Martingale Investment Group. Outside of advisory work, he is a partner in Kapraun Family Farm, LLC, and serves as a teacher aid providing religious education at Resurrection Catholic Church. Cetera Investment Advisers LLC serves a diverse client base, including individuals, retirement plans, corporations, and institutional accounts, offering a range of portfolio management and financial planning services. The firm operates a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or build custom strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")