Bourbonnais, IL Office

Team
Updated today

Client AUM

$156,039,000,000

Clients

61,002

Advisors

3

Of 1,035 advisors across 255 offices

Location

1605 North Convent Street

Bourbonnais IL 60914

Advisors at this office

3

Advisors at this office

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Ryan G

CFP®, Series 66

Bourbonnais, IL

Focus Partners Wealth, LLC

Ryan Guertin is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. He has previously worked at Buckingham Strategic Wealth, Ameriprise Financial Services, PNC Bank, and Edward Jones. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate and institutional clients, providing investment management, financial counseling, family office and wealth services, and retirement plan fiduciary services. The firm follows a long-term, tax- and fee-sensitive investment approach using a combination of fundamental and quantitative analysis and offers a wide range of investment strategies and affiliated service companies.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Andrew S

CFP®, Series 66

Bourboonnais, IL

Focus Partners Wealth, LLC

Andrew Schneider is a CFP® with six years of industry experience, currently affiliated with Focus Partners Wealth, LLC. His career includes roles at The Colony Group, Buckingham Strategic Wealth, RJM Wealth Management, Midland States Bank, Ozinga, and Olivet Nazarene University. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework, combining active and passive strategies across various asset types.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Mark S

PFS™, Series 65

Bourbonnais, IL

Focus Partners Wealth, LLC

Mark Smith is a financial advisor at Focus Partners Wealth, LLC with 28 years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to joining Focus Partners Wealth, he worked at Buckingham Strategic Wealth, LLC and The Colony Group, LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients. The firm offers a range of wealth management services and employs a long-term, tax- and fee-sensitive investment approach with a focus on enhanced open architecture and integration across managed and held-away assets.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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