Downers Grove, IL Woodcreek Dr Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

7

Of 22,663 advisors across 10,415 offices

Location

3000 Woodcreek Dr Ste 210

Downers Grove IL 60515-5401

Advisors at this office

7

Advisors at this office

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Michael H

Series 63, Series 65

Downers Grove, IL

LPL Financial

Michael Hankes is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with LPL Financial since 2006. Hankes is a 20% partner in an LLC involved in investment-related activities outside his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

College savings (529s, UTMA, etc.)
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Julie H

Series 66

Downers Grove, IL

LPL Financial

Julie Hankes is a financial advisor with LPL Financial in Downers Grove, IL, holding a Series 66 designation and nine years of industry experience. She has been with LPL Financial since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology solutions to support diversified and alternative investment strategies.

College savings (529s, UTMA, etc.)
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Robert M

CFP®, Series 63, Series 65

Downers Grove, IL

LPL Financial

Robert Metz is a financial advisor with LPL Financial, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience, including prior roles at Woodbury Financial Services and OSAIC. Metz is based in Downers Grove, Illinois. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Bill H

Series 63, Series 65

Downers Grove, IL

LPL Financial

Bill Heart is a financial advisor with LPL Financial in Downers Grove, Illinois, holding Series 63 and Series 65 credentials and 26 years of industry experience. He previously worked at Woodbury Financial Services for 17 years and OSAIC for one year before joining LPL Financial. Outside of his advisory work, he also engages in internet sales through an Ebay business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Justin R

Series 66

Downers Grove, IL

LPL Financial

Justin Rosenblume is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. His background includes roles at the Federal University of Parana and The University of Iowa. He is also involved with Sound Investment Group, LLC in an investor relations capacity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Jeffrey G

Series 66

Downers Grove, IL

LPL Financial

Jeffrey Grigg is a Series 66-licensed financial advisor with 23 years of industry experience. He is currently with LPL Financial and previously worked at OSAIC and Woodbury Financial Services. He also operates Grigg Financial Services, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs, financial planning, and brokerage services supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Harold R

Series 63, Series 65

Downers Grove, IL

LPL Financial

Harold Rosenblume is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 2006. Rosenblume is also involved in private wealth management through a DBA affiliated with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
View complete list of advisors at this office
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