Oakbrook Terrace, IL Office
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Creative Resources Investment Advisors LLC
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About
Creative Resources Investment Advisors provides discretionary and non-discretionary portfolio management, basic financial planning, and incidental pension consulting primarily to individual and high-net-worth clients, with smaller numbers of pension and profit-sharing plans. The firm manages approximately $16.7 million for about 85 client relationships and delivers ongoing supervision and quarterly reporting for tailored accounts.
The firm’s investment approach emphasizes long-term, value-oriented strategies within an asset allocation framework informed by Modern Portfolio Theory, using diversified holdings such as individual equities, mutual funds, fixed income, and, when appropriate, derivatives or private placements for sophisticated clients. CRIA may also recommend secondary managed accounts or SEI model portfolios for specific needs and conducts regular client reviews to align portfolios with changing objectives.
What is distinctive for a firm of this size is CRIA’s involvement in other financial businesses: it operates affiliated insurance brokerage activities and an entity that sponsors a Reg D private offering that has been made available to some high-net-worth clients, and the firm discloses that certain supervised persons have disciplinary histories. The Brochure describes the related conflicts of interest from insurance commissions and affiliated private investments and sets out policies intended to mitigate those conflicts.
Expertise
Location
18 W 140 Butterfield Road, Suite 1500
Oakbrook Terrace IL 60181
Advisors at this office
2
Advisors at this office
Theodore A
Series 63, Series 65
Oakbrook Terrace, IL
Creative Resources Investment Advisors LLC
Theodore Augustyniak is a financial advisor with Creative Resources Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been associated with Creative Resources Investment Advisors since 2015 and is also involved with Advance Legend Funding and Augustyniak Insurance Agency, where he works as an insurance agent offering various insurance products. Creative Resources Investment Advisors primarily serves individual and high-income clients, as well as pension and profit-sharing plans, trusts, and other entities. The firm employs a long-term, value-oriented investment approach with a blend of strategic and tactical asset allocation, utilizing equities, mutual funds, bonds, and alternative instruments tailored to client needs.
Bradford S
Series 63, Series 65
Oakbrook Terrace, IL
Creative Resources Investment Advisors LLC
Bradford Szczecinski is a financial advisor with Creative Resources Investment Advisors LLC, holding Series 63 and Series 65 registrations and bringing 27 years of industry experience. His prior roles include positions at USI, Marsh Private Client Services, and The Horton Group. He volunteers with Breakthrough Urban Ministries as a planned giving consultant and serves on the Transplant Advisory Council at Northwestern Memorial Hospital in Chicago. Creative Resources Investment Advisors primarily serves individual and high-income clients, as well as pension and profit-sharing plans, trusts, and other entities. The firm employs a long-term, value-oriented investment approach incorporating Modern Portfolio Theory and a blended strategic/tactical asset allocation, tailoring portfolios to client needs and conducting regular reviews.
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