A complete list of active advisors currently associated with ILS Financial, LLC
Warmer can help you find a great advisor at ILS Financial, LLC or one who fits your needs even better.
The firm provides discretionary asset management, financial planning and consulting, and retirement-plan advisory services to individuals, high-net-worth clients and businesses. It operates as a solo-registered adviser serving a small client base and manages roughly $11.2 million in client assets. Investment programs are built around client-specific goals, time horizons and risk tolerance using approaches such as Modern Portfolio Theory, tactical asset allocation and fundamental valuation signals, with the adviser authorized to trade on a discretionary basis and perform periodic account reviews. Financial planning is offered both as standalone plans and as ongoing subscription-style services with regular touchpoints for implementation and updates. Notably, the firm offers ERISA retirement-plan consulting as a limited-scope 3(21) fiduciary — assisting with IPS development, monitoring investment options and participant education — a service that is uncommon among similar solo independent advisers. The lead adviser holds a CPWA credential and discloses an independent insurance practice and reservist duties as outside business activities; insurance recommendations may generate commissions and are disclosed with mitigation procedures.
To learn more about the advisors currently working at ILS Financial, LLC, 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 |
|---|---|---|
Omaha, NE
| 10
|
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