Kenora Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$228,500,000
Clients
190
Advisors
4
of 7 employees
About
Kenora Financial serves individual clients, including high-net-worth households, offering financial planning, investment counseling, retirement and estate planning, tax-related advice, and customized portfolio management across taxable and tax-deferred accounts. The firm also provides financial education through adult-education classes and periodic client reports and seminars rather than relying primarily on packaged products.
Kenora’s investment approach centers on customized separately managed accounts with concentrated equity positions diversified across about two dozen industries and a preference to avoid mutual funds; portfolios are built using Value Line research and tax-aware rebalancing and may include limited use of margin in brokerage accounts. The adviser generally manages client accounts on a discretionary basis and emphasizes tailoring risk levels and tax efficiency to individual client circumstances.
What distinguishes Kenora from many peers is its combination of scale and activities: with roughly $315.8 million in reportable assets and four advisers, the firm also acts as a private fund adviser and manages the Select Investors Fund, a closed pooled investment vehicle, and is affiliated with an accounting firm that shares office space and coordinates tax planning for mutual clients. The firm has disclosed recent material changes (including a rebranding) and maintains practices tied to constructive custody of pooled-vehicle assets that subject those accounts to annual independent audits.
Client services
Expertise
Demographic focus
Fee options
$50,000 - $100,000: 2.00% $100,000 - $500,000: 1.50% $500,000 - $2,000,000: 1.25% $2,000,000+: 1.00%
Account minimum: $150,000 Minimum fee: An Initial Set-Up Charge of $500 will be retroactively charged if brokerage account is closed within the first 12 months. Fee-only: Fee-only adviser compensated solely by client fees; no commissions or other third-party compensation.
Main office
1295 Rand Road, Suite 100
Des Plaines IL 60016
Advisors at this office
4
Most active in
Arizona · Illinois · Nebraska · Texas · Wisconsin
Also doing business as
Invesco, LLC · Kenora Financial, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Ryan M
Series 63, Series 65
Des Plaines, IL
Kenora Financial, LLC
Ryan McNeilly is a financial advisor at Kenora Financial, LLC with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Invesco, LLC since 2008. In addition to his advisory role, McNeilly is a part-time partner at Ryan McNeilly & Associates, CPAs, LLC, where he is involved in tax planning and preparation. Kenora Financial serves individual and high-net-worth clients, providing financial planning, investment counseling, and tax-related advice with a focus on customized portfolio management. The firm’s approach emphasizes separately managed accounts built using Value Line research, tax-aware rebalancing, and tailored risk management, and it also offers financial education through client seminars and reports.
Nilu J
Series 65
Des Plaines, IL
Kenora Financial, LLC
Nilu Judge is a financial advisor at Kenora Financial, LLC with six years of industry experience and holds a Series 65 designation. She has worked at Enesco, LLC since 2006 and is a part-time partner at Ryan McNeilly & Associates, CPAs, LLC, where she is involved in tax planning and preparation. Kenora Financial serves individual clients, including high-net-worth households, providing financial planning, investment counseling, retirement and estate planning, tax-related advice, and customized portfolio management. The firm emphasizes customized separately managed accounts with diversified concentrated equity positions, tax-aware rebalancing, and a discretionary management approach tailored to client risk and tax circumstances.
Paul L
Series 65
Des Plaines, IL
Kenora Financial, LLC
Paul Linzer is a financial advisor at Kenora Financial, LLC, holding a Series 65 credential with 27 years of industry experience. He has been with Invesco, LLC since 1990. Kenora Financial serves individual clients, including high-net-worth households, providing financial planning, investment counseling, retirement and estate planning, tax-related advice, and customized portfolio management. The firm’s investment approach focuses on customized separately managed accounts with concentrated equity positions diversified across multiple industries, using Value Line research and tax-aware rebalancing.
Keith N
Series 65
Des Plaines, IL
Kenora Financial, LLC
Keith Nyborg is a Series 65-licensed advisor with 26 years of industry experience, currently affiliated with Kenora Financial, LLC in Des Plaines, IL. He has worked at Invesco, LLC since 1990. Kenora Financial serves individual clients, including high-net-worth households, providing financial planning, investment counseling, retirement and estate planning, tax-related advice, and customized portfolio management across taxable and tax-deferred accounts. The firm emphasizes customized separately managed accounts with diversified equity holdings and a tax-aware, value-oriented investment approach.
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