A complete list of active advisors currently associated with UTES Wealth Strategies
Warmer can help you find a great advisor at UTES Wealth Strategies or one who fits your needs even better.
The firm provides discretionary portfolio management and financial planning to individuals and families, ERISA retirement plans, pension and profit‑sharing plans, trusts, estates, charitable organizations and other business entities. It generally implements client strategies by placing assets with outside professional money managers and charges fees based on assets under management. The adviser establishes client investment objectives through direct meetings and uses those objectives to set asset allocation ranges, employing both strategic asset‑allocation and tactical approaches through selected managers. Investment implementations may include individual equities and fixed income, mutual funds, ETFs and alternative exposures, with ongoing monitoring and annual in‑depth reviews. Distinctive features include a weekly informational newsletter sent to clients and prospective clients and periodic free educational seminars on retirement and related topics. The firm documents a formal manager‑selection process (evaluating performance, stability, fees and state registration), offers insurance‑based products for which advisors may receive commission compensation, and discloses past regulatory and arbitration events in its Form ADV.
To learn more about the advisors currently working at UTES Wealth Strategies, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Antioch, IL
| 56
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")