A complete list of active advisors currently associated with Chancellor Financial Services, Inc.
Warmer can help you find a great advisor at Chancellor Financial Services, Inc. or one who fits your needs even better.
Chancellor Financial Services is a fee-based advisory firm that provides discretionary portfolio management, financial planning and ongoing financial coaching to individuals as well as trusts, estates, corporations, and charitable organizations. The firm documents client objectives and risk tolerances and delivers periodic account reviews and plan updates. Portfolios are managed on a discretionary basis either directly by the firm or through third‑party model platforms and sub‑advisors, including relationships with Orion Portfolio Solutions and a co‑advisor arrangement with Gradient Investments. Investment programs are implemented according to written risk‑profile documentation and monitored regularly, and the firm supplements investment services with structured financial planning and monthly coaching sessions. Distinctive features noted in the brochure include an affiliated insurance business operated by the firm’s principal — the advisory states it does not itself sell commissioned products but discloses that the principal earns insurance commissions and devotes substantial time to that activity, with related conflicts addressed by disclosures and firm procedures. The firm also offers public educational seminars and fee‑based coaching programs (short‑ and longer‑term formats) and discloses revenue‑sharing and fee‑splitting arrangements with select third‑party managers.
To learn more about the advisors currently working at Chancellor Financial Services, Inc., 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 |
|---|---|---|
Orland Park, IL
| 10
|
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