A complete list of active advisors currently associated with Chicago Oakbrook Financial Group
Warmer can help you find a great advisor at Chicago Oakbrook Financial Group or one who fits your needs even better.
Chicago Oakbrook Financial Group is a registered investment adviser that serves individuals (including high-net-worth clients), pension and profit-sharing plans, charitable organizations, and businesses. The firm offers customized wealth management and discretionary portfolio management alongside comprehensive financial planning and retirement plan consulting, including 3(21) services and plan participant consulting for SIMPLE IRAs. The firm constructs tailored portfolios using a wide range of securities—common and preferred stocks, municipal, corporate and government fixed income, mutual funds and ETFs, options and other derivatives, structured products, unit investment trusts, and variable and fixed-indexed insurance products. COFG may implement strategies through independent managers, uses firm models as appropriate, and its advisory persons have discretion to select approaches that match each client’s objectives, including the use of options and derivatives in separately managed accounts. Noteworthy aspects of COFG include its scale (over $1.2 billion in client assets and a multi-advisor team) and an institutional relationship with Raymond James that provides custodial, research, and platform support after the firm’s disaffiliation from Commonwealth. The firm also operates as a licensed insurance agency and participates in an insurance platform that markets commission‑free insurance products through licensed insurance agents who are also registered representatives, and its disclosures reference use of corporate rating services and third‑party research in investment analysis.
To learn more about the advisors currently working at Chicago Oakbrook Financial Group, 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.
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