Deerfield, IL 707 Lake Cook Road Suite 109 Office

Team
Updated today

Client AUM

$21,192,812,852

Clients

12,923

Advisors

3

Of 225 advisors across 40 offices

Location

707 Lake Cook Road, Suite 109

Deerfield IL 60015

Advisors at this office

3

Advisors at this office

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Blake M

Series 65

Deerfield, IL

Waverly Advisors, LLC

Blake Macke is a financial advisor at Waverly Advisors, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at StrategIQ Financial Group, LLC and Centier Bank. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and provides a range of investment management and financial planning services.

Private / alternative investments Real estate investing Options & derivatives strategies Tax-loss harvesting Multi-generational wealth transfer Founder/Business Owner Executive
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Bradley S

CFP®, Series 65

Deerfield, IL

Waverly Advisors, LLC

Bradley Steinman is a CFP® with five years of industry experience, currently with Waverly Advisors, LLC. He previously worked at StrategIQ Financial Group, LLC and Personal Financial Planning, Inc. Outside of advisory roles, he is involved with StrategIQ Tax and Business Services, LLC, which provides tax return preparation. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and provides a range of services including investment management, financial planning, and multi-family office support.

Private / alternative investments Real estate investing Options & derivatives strategies Tax-loss harvesting Multi-generational wealth transfer Founder/Business Owner Executive
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Christopher R

Series 65

Deerfield, IL

Waverly Advisors, LLC

Christopher Rhoades is a financial advisor at Waverly Advisors, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Positive Equity, B&C Enterprises, and various educational institutions. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-markets allocations, offering a range of investment management, financial planning, and multi-family office services.

Private / alternative investments Real estate investing Options & derivatives strategies Tax-loss harvesting Multi-generational wealth transfer Founder/Business Owner Executive
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