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
William Utes	Antioch, IL	56

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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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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