A complete list of active advisors currently associated with Left Brain Wealth Management, LLC
Warmer can help you find a great advisor at Left Brain Wealth Management, LLC or one who fits your needs even better.
Left Brain Wealth Management serves individuals (including high‑net‑worth clients), trusts, corporations, retirement plans, tax‑exempt entities and other legal entities, offering discretionary asset management, financial planning, 401(k) consultative reviews, and separate account implementation. The firm also acts as the investment manager for affiliated pooled funds organized in a master‑feeder structure and manages assets across both individual and pooled vehicle accounts. Investment advice is tailored to each client’s objectives and risk tolerance and is supported by a proprietary JARVIS platform that combines fundamental, technical and quantitative analysis to screen and rank securities. Portfolios may include individual equities, fixed income, mutual funds, ETFs and option strategies (including covered calls), and LBWM may utilize third‑party managers and performance‑based compensation arrangements for certain pooled vehicles, which can create side‑by‑side allocation considerations. Left Brain’s business mix includes several features that are less common among peers: an advisory representative is also registered with a broker‑dealer, members are licensed to sell insurance and other financial products, and the firm sponsors and receives performance allocations from private pooled funds it manages. The firm also engages paid promoters and arranges educational webinars/seminars and related marketing activities, a combination of roles and marketing practices that can present additional conflicts of interest for prospective clients to evaluate.
To learn more about the advisors currently working at Left Brain Wealth Management, 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 |
|---|---|---|
Naperville, IL
| 5
| |
Naperville, IL
| 27
| |
Naperville, IL
| 26
| |
Naperville, IL
| 15
|
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