Saint Charles, IL Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

8

Of 22,716 advisors across 10,432 offices

Location

Saint Charles IL

Advisors at this office

8

Advisors at this office

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Pragna R

Series 63, Series 65

St Charles, IL

LPL Financial

Pragna Rohman is a financial advisor at LPL Financial with 26 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Smith Barney for a combined 18 years. Outside of her advisory work, she is a business owner of Royal Foods & Flavors and serves as a board member of the Sizzle Foundation, a nonprofit organization. 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 financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.

College savings (529s, UTMA, etc.)
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Greg L

Series 63, Series 65, Series 66

St. Charles, IL

LPL Financial

Greg Lewandowski is a financial advisor with LPL Financial in St. Charles, IL, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. He previously worked at BMO Harris Financial Advisors, Inc. for a combined ten years before joining LPL Financial in 2021. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and providing access to research, model portfolios, and various investment strategies.

College savings (529s, UTMA, etc.)
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Catherine C

Series 63, Series 66

St Charles, IL

LPL Financial

Catherine Cornille is a financial advisor at LPL Financial with 10 years of industry experience. She holds Series 63 and Series 66 designations and has worked at LPL Financial since 2018, previously holding roles at BMO Harris Financial Advisors and BMO Harris Bank. 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 offers a range of advisory programs, financial planning, retirement consulting, and brokerage services with access to model portfolios, third-party research, and various portfolio management tools.

College savings (529s, UTMA, etc.)
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Timothy K

Series 63, Series 65

St Charles, IL

LPL Financial

Timothy Kamin is a financial advisor with LPL Financial based in St. Charles, IL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes 25 years with Waddell & Reed, Inc. and various insurance carriers before joining LPL Financial in 2021. In addition to his advisory role, he is involved with DataAnnotation, a non-investment related home-based business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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

CFP®, Series 63

Saint Charles, IL

LPL Financial

Kevin Hannon is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with LPL Financial, where he has worked since 2019, following prior roles at American Portfolios Financial Services, Inc. and Theresa Hannon Financial Group Ltd. He is based in Saint Charles, IL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, supported by model portfolios, research, and various technology-driven strategies.

College savings (529s, UTMA, etc.)
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Kevin S

Series 63, Series 66

Saint Charles, IL

LPL Financial

Kevin Senechalle is a financial advisor at LPL Financial with 11 years of industry experience. He previously worked for nine years at Infinex Investments Inc. at Allied First Bank. He holds Series 63 and Series 66 designations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, various advisory programs, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

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

Series 66

St Charles, IL

LPL Financial

Robert Lorenz is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. He has worked at LPL Financial since 2019 and has been affiliated with BMO Harris Financial Advisors, Inc. since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technologies such as machine learning.

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

Series 63, Series 65

Saint Charles, IL

LPL Financial

Ignacio Guerrero is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at LPL Financial since 2018 and previously held positions at BMO Harris Financial Advisors, Inc. and BMO Harris Bank. 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 offers a range of advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, third-party research, and advanced portfolio management technologies.

College savings (529s, UTMA, etc.)
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