Lisle, IL Commerce Ct; Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$784,160,312,190
ClientsTotal clients
1,962,908
AdvisorsAdvisors at this office
3
Of 22,716 advisors across 10,432 offices
Location
4300 Commerce Ct; Ste 105
Lisle IL 60532
Advisors at this office
3
Advisors at this office
Brad F
CFP®, Series 66
Lisle, IL
LPL Financial
Brad Freitag is a CFP® with 17 years of industry experience, currently with LPL Financial in Lisle, IL. He has worked at LPL Financial since 2021 and has prior experience with Waddell & Reed, Inc. and various insurance carriers at W&R Insurance Agencies. He is also involved with Chicago Portable Power Co., a role he has held since 2016. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.
Laura B
CFP®, Series 66
Lisle, IL
LPL Financial
Laura Bare is a CFP®-certified financial advisor with 14 years of industry experience, currently practicing at LPL Financial since 2021. Her prior experience includes roles with BNI Business Networking International and Valerie Janke. She has been involved with professional networking and collaboration organizations throughout her career. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, various advisory programs, and retirement consulting, utilizing a range of discretionary and non-discretionary management strategies supported by proprietary and third-party research.
John J
Series 63, Series 66
Lisle, IL
LPL Financial
John Jermak is a financial advisor with LPL Financial in Lisle, IL, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His prior roles include positions at Knights of Columbus and Waddell & Reed Inc., as well as managing JG Jermak & Associates. He is president of JG Jermak & Associates, a home-based business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.
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