Elmhurst, IL Office

Team
Updated today

Client AUM

$71,348,969,232

Clients

115,285

Advisors

2

Of 1,447 advisors across 541 offices

Location

132 N. York 3k

Elmhurst IL 60068

Advisors at this office

2

Advisors at this office

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Lewis A

Series 66

Elmhurst, IL

Kestra Advisory

Lewis Affetto is a Series 66-credentialed financial advisor with 16 years of industry experience, currently serving at Kestra Advisory since 2021. His prior experience includes roles at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc, spanning over a decade. Outside of his advisory work, he is a partner in an accounting firm, Bernard A. Affetto & Co., and serves on the board of FRA NOI, a nonprofit organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers comprehensive services such as fiduciary consulting, plan design, and investment advice, supporting a wide range of client needs with multiple management platforms and third-party solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Michael D

Series 66

Elmhurst, IL

Kestra Advisory

Michael Dipiero is a financial advisor at Kestra Advisory with 16 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Hornor Townsend & Kent, Penn Mutual Life Insurance Company, AssetMark Brokerage, Centurion Capital Group, and Capital Brokerage Corporation. He serves as Director of Investments at Coltiva Wealth Planning Partners, focusing on financial planning and insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving notable clients such as sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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