A complete list of active advisors currently associated with Chicago Investment Advisory Council, Inc.

Warmer can help you find a great advisor at Chicago Investment Advisory Council, Inc. or one who fits your needs even better.

Chicago Investment Advisory Council, Inc. (CIAC) serves retail investors, including both individual (non‑HNW) clients and high‑net‑worth individuals, offering ongoing portfolio management through its Active Asset Management Program (AAMP), one‑time portfolio reviews, financial planning, and educational workshops. The firm reports overseeing assets for about 1,100 client relationships supported by a five‑advisor team. CIAC implements client strategies primarily through proprietary model portfolios that span aggressive to conservative allocations and typically operates with discretionary trading authority, conducting at least annual account reviews. Financial planning deliverables range from full written plans to shorter reports or checklists; the firm states these deliverables are not updated after delivery unless the client requests and pays for a review or update. Some CIAC financial professionals are dually registered as registered representatives of J.W. Cole, an independent broker‑dealer, and others are independently licensed to sell insurance, enabling separate commission‑based brokerage or insurance transactions that are disclosed as distinct from the firm’s advisory services. The firm also offers educational workshops on topics such as retirement strategies, risk management, investments, and estate planning, and it operates with an unusually high client‑to‑advisor ratio (roughly 220 clients per advisor), indicating a more standardized, scalable service model in addition to personalized advisory engagements.

To learn more about the advisors currently working at Chicago Investment Advisory Council, 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.