Burr Ridge, IL South Frontage Road Office

Team
Updated today

Client AUM

$226,799,325,150

Clients

569,367

Advisors

3

Of 7,832 advisors across 3,562 offices

Location

401 South Frontage Road, Suite A

Burr Ridge IL 60527

Advisors at this office

3

Advisors at this office

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James S

Series 63, Series 65

Burr Ridge, IL

OSAIC

James Shannon is a financial advisor with Osaic Wealth, Inc. in Burr Ridge, IL, holding Series 63 and Series 65 credentials and having 20 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for 14 years before joining Osaic in 2024. Outside of his advisory work, Shannon serves on the advisory board of Misericordia Home, which supports individuals with developmental disabilities. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple platforms. The firm offers integrated brokerage and investment advisory services, including financial planning, retirement consulting, and access to third-party money managers, using asset-allocation tools and risk-tolerance assessments to manage diversified portfolios.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Eric N

Series 63, Series 65

Burr Ridge, IL

OSAIC

Eric Nelson is a financial advisor at OSAIC with 18 years of industry experience. He has worked at Woodbury Financial Services, Inc. and The Pension Specialists, and currently serves in the US Army Reserves. Nelson is also involved in processing life insurance applications through his role at EJN Solutions. OSAIC serves a diverse clientele including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services utilizing asset-allocation tools, risk-tolerance assessments, and third-party money managers to construct diversified portfolios.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Brian H

Series 66

Burr Ridge, IL

OSAIC

Brian Hynes is a financial advisor at OSAIC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services, Inc. Outside of his advisory role, Hynes is a head basketball coach at Marist High School and a professor of finance and accounting at Moraine Valley College. He also serves on the board of a charitable foundation focused on raising funds for cancer research. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services using a variety of investment tools and third-party platforms to construct diversified portfolios managed on discretionary or non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
View complete list of advisors at this office
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