Downers Grove, IL Office

Team
Updated today

Client AUM

$226,799,325,150

Clients

569,367

Advisors

4

Of 7,832 advisors across 3,562 offices

Location

Downers Grove IL

Advisors at this office

4

Advisors at this office

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Roger R

Series 63, Series 65

Downers Grove, IL

OSAIC

Roger Ryndak is a financial advisor with OSAIC based in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 55 years of industry experience. He spent 54 years with Lincoln Financial Advisors Corporation before joining OSAIC in 2025. In addition to his advisory work, he owns a sole proprietorship marketing various insurance products to his clientele. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, advisory, and financial planning services supported by advanced portfolio construction and management tools.

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

CFP®, Series 63

Downers Grove, IL

OSAIC

Mary Schaub is a CFP® with 31 years of industry experience, currently affiliated with OSAIC. She has been with Royal Alliance since 2012 and has operated a self-employed tax preparation business since 1999. In addition to her advisory work, she holds a license for fixed insurance products but is not actively selling. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing various tools and third-party programs to construct and manage portfolios across a wide range of asset classes.

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

Series 63, Series 65

Downers Grove, IL

OSAIC

Michael Ruffalo is a financial advisor with Osaic Wealth, Inc. based in Downers Grove, Illinois. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Since 2002, he has served as Managing Director of The Mortgage Store Co., a residential mortgage brokerage. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and nonprofits through a large network of affiliated advisers and multiple advisory platforms. The firm employs various asset-allocation tools and offers integrated brokerage, advisory, and third-party managed account services.

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

Series 63, Series 65

Downers Grove, IL

OSAIC

Brian Ullrich is a financial advisor at OSAIC with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Royal Alliance since 2012. He is also the owner of Ullrich Brokerage, Ltd., serving the employee benefits marketplace and some individual insurance clients. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and investment advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm uses various tools and platforms to construct portfolios that include a range of asset classes and supports both discretionary and non-discretionary account management.

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