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Find Top Financial Advisors in Illinois


WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Illinois. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisor in Illinois

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

List of Financial Advisors in Illinois
Financial Advisor Office Location Phone Number
Jim Hagedorn, CFA
Chicago Partners
1 N. Wacker Dr.,
Chicago, IL  60606
(312) 375-3282
Mark S. La Spisa, CFP, CFS
Vermillion Financial Advisors
16 Executive Court,Suite 3,
Barrington, IL  60010
(847) 382-9999
Michael Cirelli
SAI Financial Services
27575 Ferry Road,
Warrenville, IL  60555
(630) 221-1112
Rob Kirvan
Advanced Planning Advisors
2135 City Gate Lane,
Naperville, IL  60563
(630) 780-1099
Michael Walschot, MBA, CMA, CRPC
American Capital Management, Inc.
608 S Washington St,
Naperville, IL  60540
(630) 778-6169
Michael Stewart
Crystal Lake Tax & Financial Services
451 Coventry Lane,
Crystal Lake, IL  60014
(815) 526-3092
Matthew Blume
Pekin Singer Strauss Asset Management
161 N. Clark St.,
Chicago, IL  60601
(312) 948-4973
Martin Konsor CFP®
Woodfield Financial Advisors
21660 W Field Parkway,
Deer Park, IL  60010
(847) 571-2567
Gary Fusz
Edelman Financial Engines, LLC
2700 Patriot Blvd.,
Glenview, IL  60026
(847) 724-0438
Matthew Personette
Edelman Financial Engines, LLC
3021 Butterfield Road Suite 202,
Oak Brook, IL  60523
(630) 368-1818
Scott Szymula
Edelman Financial Engines, LLC
3780 Green Mount Crossing Dr.,
Shiloh, IL  62269
(618) 632-2525
Erik Johnson
Edelman Financial Engines, LLC
15625 South LaGrange Road,
Orland Park, IL  60462
(708) 364-9200
Steve Czech
Edelman Financial Engines, LLC
840 Willow Rd Suite P,
Northbrook, IL  60062
(847) 498-3636
Jason Nowitzki, CRPC®
HighPoint Planning Partners
317 N Lincoln Ave,
Carpnetersville, IL  60110
(630) 980-4750X3
Timothy Creath, CLU, ChFC
Creath Financial Services
903 Sienna Drive,
Schaumburg, IL  60193
(224) 353-3328
Sam McElroy
@financial Investments
1901 N. Clybourn Ave,
Chicago, IL  60614
(312) 767-9066
Antonio Filippone
Rockford Retirement Planning Inc
6653 Weaver Rd,
Rockford, IL  61114
(815) 633-9595

Information on Qualified Financial Advisors in Illinois

Qualifications CRD# 458-3528
FirmCRD# 147662

Compensation/Fee I am a fee-only financial professional, Based on Assets


Office Location 1 N. Wacker Dr.,
Chicago,
IL 
60606
Phone Number (312) 3753282

About Chicago Partners

Chicago Partners is an SEC-registered, fee-only independent registered investment advisor (RIA) that specializes in total wealth management. With 18 investment professionals managing over $1.7 billion for 550+ clients, our team specializes in optimizing each dimension of our distinguished clients' wealth. Our clients include high & ultra-high-net-worth individuals, foundations, institutions, and corporations. We help our clients optimize each dimension of their wealth through our 5-Step Wealth Optimization Process, which includes: - Investment Consulting - Customized Portfolio Creation & Maintenance - Tax Planning & Tax Preparation - Custom Retirement, Estate, Education, Insurance, & Gift Plans - The Fiduciary Relationship Our clients work with their dedicated teams consisting of CPA, CFP, J.D., and CFA-certified individuals, each focused on optimizing a specific dimension of the client's wealth. Each client's plan is customized to meet their specific goals & objectives and their team of fiduciaries is always working to reach their goals and objectives.



Office Location 16 Executive Court,Suite 3,
Barrington,
IL 
60010
Phone Number (847) 3829999

About Vermillion Financial Advisors

Vermillion Financial Advisors has been providing investment management, personal financial planning, and business consulting services since 1988. We specialize in serving individuals over the age of 50, who wish to be proactive in addressing their personal finances. These individuals are often interested in planning for a secure retirement and confirming they have sufficient funds to last throughout retirement. They also want to engage the services of a professional to assist the family when a loved one passes or becomes incapacitated. Clients generally seek Vermillion Financial Adavisors' advice as the result of many common changes in life but most often as of a monetary windfall (e.g. an inheritance, sale of a family business, severance package or retirement buyout), an unexpected life event (e.g. death or change in health status of a loved one). Often it is simply because time is too limited for busy clients to properly address their financial planning needs or because personal finances have become too complex. Business owners often seek VFA advice to evaluate current employee benefits, strategic planning, or business succession.



Qualifications CRD# 6492810
Series 7, 66

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Flat Fee, Hourly


Office Location 27575 Ferry Road,
Suite 100,
Warrenville,
IL 
60555
Phone Number (630) 2211112

About SAI Financial Services

SAI Financial Services is a comprehensive financial planning firm that has been in business since 1985. Jeff Scheithe, CFP and Michael Cirelli are the principal partners at SAI Financial Services with a complete service team behind them to care for their clients needs. Jeff and Michael are fiduciaries, which means we put the interests of our clients before our own. Jeff has been a Certified Financial Planner for over 20 years and Michael has completed all of his coursework for the CFP and plans to sit for the exam in early 2019. SAI Financial Services is located in Warrenville, IL and we also have a second office location in Wheaton, IL.



Qualifications CRD# 6135958
FirmCRD# 152665
Series 65


Office Location 2135 City Gate Lane,
Suite 300,
Naperville,
IL 
60563
Phone Number (630) 7801099

Robert Kirvan is a Financial Planner at Advanced Planning Advisors, Inc., a full service Retirement Management Firm. Mr. Kirvan is a Investment Advisor Representitive, that acts in a Fiduciary capacity to act in the best interests of all his clients. Robert has over 19 years experience in business and financial services. His main focus is working with pre-retirees and retirees, to build a solid financial plan that enables them to enjoy retirement the way they had envisioned it, without the issues that threaten retirement security for many Americans. Robert takes a holistic approach to retirement planning, encompassing the entire Financial House not just segments. This helps clients to make sound and informed decisions that will not only impact today, but will have a profound effect on the future. Robert is a co- host of SMART MONEY TALK, heard every week on AM560 The Answer, Saturdays at 6:00am.Robert has lectured extensively throughout the Country and Chicago land area with respect to retirement and retirement income planning. Mr. Kirvan has been interviewed and published by many local and national publications. Most recently by the Wall Street Journal, with regards to Risk and how it affects retirees portfolio selections. Author of the book ONE SHOT - Ready-Aim-Retire. A step by step manual for positioning assets as you approach Retirement to drive income and long term growth.

About Advanced Planning Advisors

At Advanced Planning Advisors, we focus on Retirement Management. We provide our clients with an unbiased view and plan of action to help meet their objectives. Our loyalty is solely to our clients, so our trusted Advisors choose the products and programs that will best suit the client and not the Advisors. If you are looking for seasoned professionals in Retirement Plan Management, Financial Asset Management, Life Insurance or Long Term Care Insurance, we are confident that you will find the answers you have been seeking at our client-focused firm. As Fiduciaries, we are required to act in the best interest of our clients.



Qualifications CRD# 5962132
Series 7, 66

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 608 S Washington St,
Suite 304,
Naperville,
IL 
60540
Phone Number (630) 7786169

Michael is a Financial Planner/Adviser. He focuses on working with individuals and small business owners in identifying their aspirations and goals, and then implementing strategies to help achieve their dreams. Mike believes that a well-rounded, thought out plan that is implemented properly, is the best way to help achieve needed and desired long-term results. After serving six years in the U.S. Army, Mike earned a B.S. in Finance from Northern Illinois University, and an M.B.A. from North Central College. He has worked in Finance and Accounting for over 20 years; most recently as a CFO and Corporate Controller. Since 2004, he is an Adjunct Instructor teaching Accounting and Business at Elgin Community College. Mike is married to his wonderful wife Cindy for over 20 years and they have 5 beautiful children; 3 sons and twin daughters. Mike believes in volunteering and helps out with schools, coaching, and teaching.

About American Capital Management, Inc.

As financial professionals with American Capital Management, we help individuals and companies determine their financial needs and goals and implement possible solutions. We provide a range of financial services to individuals, employers and non-profit organizations. Whether you are an individual investor seeking information, an employer or non-profit organization seeking assistance with benefits consulting or employee financial education, we are here to assist you.



Qualifications CRD# 4243807
Series 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Flat Fee, Hourly


Office Location 451 Coventry Lane,
Suite 102,
Crystal Lake,
IL 
60014
Phone Number (815) 5263092

Michael Stewart has been in suburban Chicago for most of his 46 years. He has been in the financial planning industry for over 16 years. His past experience includes 8 years in the Private Client Group and Investment Management divisions of two of Chicago's largest banks, overseeing deposits in excess of $200,000,000 in McHenry County. In 2008, Michael founded his own firm to independently serve the tax planning and conservative financial planning needs of his clients in or nearing retirement. Michael strives on educate his clients on how to invest profitably and avoid loss by providing conservative options. He is dedicated to helping his clients reap the rewards of a well planned retirement. In addition, Michael is a well established author, speaker and consultant on economic matters. He lives in McHenry with his wife of 21 years and their 3 children.

About Crystal Lake Tax & Financial Services

At Crystal Lake Tax & Financial, we specialize in teaching clients how the world of income- generating investments and strategies can be used to help those in and nearing retirement to conservatively achieve their long-term financial goals and avoid common retirement planning mistakes. Protecting your principal from market losses and generating income and dividends will grow your money organically, or as we like to say "the old fashioned way." We rely on real world proven strategies rather than just hope like so many other brokers. Our number one mission is client education. We want to work with you to ensure that you make informed, educated decisions that will best suit your current needs and enable you to achieve your long term goals. We believe piece of mind comes from understanding your options and from working with your advisor to choose the options that work best for you and your family. Services offered; Financial Planning, Retirement Income Planning, Estate Planning, Income Tax Preparation and Investment Management.



Qualifications CRD# 5725688
FirmCRD# 107310

Compensation/Fee I am a fee-only financial professional, Based on Assets


Office Location 161 N. Clark St.,
Suite 2200,
Chicago,
IL 
60601
Phone Number (312) 9484973

Matthew has been a Wealth Manager with Pekin Singer Strauss since 2012. Prior to joining Pekin Singer Strauss, Matthew was an Investment Advisor for Cornerstone Asset Management. He earned a B.S. in Electrical Engineering from Valparaiso University and is currently an MBA candidate at Northwestern University's Kellogg School of Management. Matthew is a CFA Charterholder. Matthew lives in Chicago with his wife, Lizbeth, and their dog, Stella. Matthew is a competitive distance runner and competes at the national level in the half marathon and marathon distances. He has qualified for the U.S. Olympic Team Trials in the marathon. In his spare time, Matthew volunteers with Team One Step, a Chicago Marathon charity team that raises money to help children overcome cancer.

About Pekin Singer Strauss Asset Management

Founded in 1990 and based in Chicago, Pekin Singer Strauss Asset Management helps its clients develop and meet their financial goals through customized investment portfolios and a prudent, disciplined, value-investing approach. The firm offers wealth management services and serves as the adviser to a value-oriented mutual fund. When we invest, we employ a combination of top-down and bottom-up approaches where we seek out undervalued investments and asset classes using a prudent, risk-averse, value-investing approach. As the stewards of our clients? investable capital, we focus on preservation of capital first and foremost, and we seek out situations where the risk-reward profile is attractive. Our Portfolio Managers provide our high-net-worth clients with thoughtful financial advice, comprehensive financial plans, and customized investment portfolios. Our Portfolio Managers work with each client to understand their unique situation, their risk tolerance, and their personal values to help them develop customized client portfolios that are aligned with their goals.



Office Location 21660 W Field Parkway,
Suite 290,
Deer Park,
IL 
60010
Phone Number (847) 5712567

Martin is a CERTIFIED FINANCIAL PLANNER" Professional and studied for his coursework requirement at Northwestern University.

About Woodfield Financial Advisors

We specialize in serving business owners, engineers, individuals who meet our minimums, and those who come into large amounts of money suddenly (inheritances, life insurance payouts, large employment contracts, and business sales). We believe in providing simple, independent advice for your complex financial needs. No financial jargon or complicated manuals. You tell us your goals and we create a step-by-step plan to achieve them. You do not work with a junior-associate at our firm. All of us are CERTIFIED FINANCIAL PLANNER(TM) professionals. We are independent, fee-based, and we are fiduciaries - where by law, we put your interests ahead of ours. We have 56+ years of CERTIFIED FINANCIAL PLANNER(TM) experience. We dont receive kickbacks for any of the investments or strategies we use. As a matter of fact, we are True Believers. Our personal money is invested in the same strategies as our clients. The age range of our advisors is over 30 years. This ensures you get the experienced advice today, coupled with an advisor who wont retire before you do.



Qualifications CRD# 1274095
FirmCRD# 104510
Series 7, 8, 63, 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 2700 Patriot Blvd.,
Suite 120,
Glenview,
IL 
60026
Phone Number (847) 7240438

Joined Edelman Financial Engines in 2018 Began his career in the financial services industry in 1986. Successfully completed the Series 7, 8, 63 and 65 examination(s) administered by FINRA. Earned the Registered Financial Consultant (RFC®) certification. Bachelor's degree in Marketing from University of Illinois at Urbana-Champaign.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 6067320
FirmCRD# 104510
Series 7, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 3021 Butterfield Road Suite 202,
Oak Brook,
IL 
60523
Phone Number (630) 3681818

Joined Edelman Financial Engines in 2015. Began his career in the financial services industry in 2012. Successfully completed the Series 7 and 66 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Communications from Northern Illinois University. Matthew is married and has four children. He enjoys spending time with his family, healthy eating (most of the time), exercising and reading.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 5610110
FirmCRD# 104510
Series 7, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 3780 Green Mount Crossing Dr.,
Shiloh,
IL 
62269
Phone Number (618) 6322525

Joined Edelman Financial Engines in 2015. Began his career in the financial services industry in 2008. Successfully completed the Series 7 and 66 examination(s) administered by FINRA. Bachelor's degree in Business Administration from University of Colorado at Boulder. Married to Aimee. They have two children: Christine and Katie. Scott enjoys fishing, camping, and jogging.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 4756990
FirmCRD# 104510
Series 7, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 15625 South LaGrange Road,
Orland Park,
IL 
60462
Phone Number (708) 3649200

Joined Edelman Financial Engines in 2011. Began his career in the financial services industry in 2004. Successfully completed the Series 7 and 66 examination(s) administered by FINRA. Earned the Chartered Mutual Fund CounselorSM (CMFC®) and Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Political Science from Loyola University Chicago. Served as Secretary for the Kiwanis Club of Lombard. Married to Jen. Erik enjoys reading, traveling, spending time with friends and family, and attending sporting events.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 4329976
FirmCRD# 104510
Series 3, 7, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 840 Willow Rd Suite P,
Northbrook,
IL 
60062
Phone Number (847) 4983636

Joined Edelman Financial Engines in 2004. Began his career in the financial services industry in 1989. Successfully completed the Series 3, 7, and 66 examination(s) administered by FINRA. Earned the Chartered Mutual Fund CounselorSM (CMFC®) certification(s). Former Commodity-Futures floor trader at Chicago Board of Trade/MACE. Studied Business Administration at Western Illinois University. Married to Nunzia. They have two adult children.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 4051409
FirmCRD# 6413
Series 7, 66


Office Location 317 N Lincoln Ave,
Carpnetersville,
IL 
60110
Phone Number (630) 9804750X3

Jason Nowitzki is a Wealth Advisor with HighPoint Planning Partners. He focuses on strategies to self-employed medical, legal and tax professionals and successful network marketing professionals in creative college funding strategies and specialized qualified plans. He helps affluent clients address their biggest concerns: preserving their wealth, creditor protection, tax strategies, taking care of their heirs and giving to their most important causes. Jason also helps businesses in evaluating retirement plans and providing workplace financial education. Jason prefers to work as a team member with his clients legal and tax advisors*. He listens to gain a deep understanding of what is most important to his clients. He then develops customized, individual recommendations that are designed to address each clients unique needs that go beyond their investment portfolio. Successful individuals and families work with Jason to: > Develop and implement a comprehensive plan for wealth management to address financial issues in all their areas of concern. > Help understand what each of their individual values are to help them work towards make better financial decisions that are not emotionally biased. > Understand how various financial risks can become roadblocks to success and develop strategies to address them. > Obtain an independent second opinion from a top financial advisor in their community. *Tax and legal services are neither provided nor endorsed by HighPoint Planning Partners, LPL Financial or affiliated advisors.

About HighPoint Planning Partners

Few situations are more frustrating than feeling misunderstood. Think about how misunderstandings are the root of conflict At work, home, or socially. A failure to listen and really hear what the other party is saying is where most misunderstandings begin. And where your finances are concerned, misunderstandings can have dire consequences. At HighPoint Planning Partners, LLC , we place a premium on the art of listening in an effort to understand you, and your goals and dreams, as well as your concerns. We believe this is the most critical step in determining the path to financial independence that's right for you. Serve you in the capacity of your personal chief financial officer by using our vast resources to oversee and manage your portfolio. This provides you with confidence that your plan will be aligned with your unique needs. By working with a select group of clients, we are able to develop a depth of understanding about each client's financial needs. This allows us to offer our clients an unparalleled level of customized advice and personalized service.



Qualifications CRD# 2245517
Series 6, 63, 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets


Office Location 903 Sienna Drive,
Schaumburg,
IL 
60193
Phone Number (224) 3533328

I grew up about 30 miles southwest of St Louis, Mo. After high school, I went to IIT on an NROTC scholarship. After graduation in 1971, I went to flight school in Pensacola, FL. After flight training, I was designated as a Naval Flight Officer,and served with the World Famous Hurricane Hunters, had two tours of duty with anti-submarine squadrons, went to graduate school, served 2 tours of duty as an executive officer, and was the director of a Navy/Marine Corps school, before retiring in June of 1991. We moved to Schaumburg, IL, and I began my career in the financial services industry. I work with individuals and privately held companies, assisting them with their insurance and investment needs. I establish mutually beneficial long term relationships with my clients. I have 2 advanced designations and I am presently increasing my knowledge of the social security system and retirement income distribution.

About Creath Financial Services

I help individuals and privately held businesses with their investment and insurance needs. I establish a mutually beneficial relationship with my clients so that we can work together through the years and make sure that their plans keep up with the changes in their lives. I have been in the business for over 25 years and have 2 advanced designations in the industry, Charter Life Underwriter (CLU), Chartered Financial Consultant (ChFC).



Qualifications CRD# 6166318
FirmCRD# 167037
Series 65


Office Location 1901 N. Clybourn Ave,
Suite 302,
Chicago,
IL 
60614
Phone Number (312) 7679066

As partner of @financial and @financial investments, Sam has always made every effort to go a step beyond your typical financial advisory firm by utilizing client focused discovery, planning, and implementation processes aimed at creating tailored solutions for both businesses and individuals. In addition to traditional planning concepts, Sam has focused on the development of a practical, "natural consequences," based approach to customizing effective solutions on an individual basis. Sam McElroy graduated from Hampton University, magna cum laude, and holds several financial licenses. In addition to co-founding @financial and @financial Investments, Sam also acts as a business consultant and holds a Doctorate in Psychology. Sam has always placed a large value on community involvement as well as education and has been the recipient of several Humanitarian and Achievement awards. Sam has also contributed research examining social dynamics and methods for optimizing cooperation and efficiency in team, group, and work settings, and is currently exploring unique insights with respect to the psychology of personal finance.

About @financial Investments

@financial is a full service financial services brokerage specializing in comprehensive, holistic financial planning, and offers a complete line of financial services and products for families and businesses; including retirement planning, college planning, estate planning, business planning, life insurance; annuities; health insurance; property and casualty insurance; long term care insurance; disability insurance; and investment advisory services. In addition to managing @financial and @financial Investments and working with an extensive client base, our leadership team personally coaches, trains, and mentors a network of financial advisors throughout the country, and have been asked to lead adult education classes, workshops, and seminars on a variety of financial topics including Social Security planning, investment strategies, retirement planning, risk management, college planning, and estate planning. Collectively, our national team holds the following designations: CFP (Certified Financial Planner), CFA (Chartered Financial Analyst), ChFC (Chartered Financial Consultant), MSFS (Masters in Financial Services), NSSA (Certified National Social Security Advisor), CCPS (Certified College Planning Specialist), CPA (Certified Public ccountant). These professionals comprise an experience and knowledge base we can pull from as situations require.



Qualifications CRD# 2408232
Series 65


Office Location 6653 Weaver Rd,
Rockford,
IL 
61114
Phone Number (815) 6339595

Antonio Filippone is the President of Rockford Retirement Planning, Inc. His company is devoted to delivering retirement planning done right for regular people. Tony Says, "We understand how overwhelming this process can be and we want to help you get it right the first time so you can enjoy your retirement years with less stress." Tony is a Registered Financial Consultant, a Fiduciary, and also holds various insurance licenses. He has been active in the Financial Services Industry since 1993. In addition to the one on one consulting that he does Tony has also developed course material for Rock Valley Community College. For the last 15 years he's taught classes there and offered individual sessions to help many members of our community gain the skills and resources needed to better their financial lives while helping to protect themselves from harmful pitfalls. Tony has also been invited to speak at organisations such as Winnebago County Board Employees, Ingersoll Retirement Association, The Center For Learning In Retirement, Maverick Media, Independence Village and many more. Most of the participants have found his presentations to be both fun and informative.

About Rockford Retirement Planning Inc

Our goal is to help you make educated financial decisions that feel right to you. We are not here to wrestle you into a particular product or process or strategy. Instead we like to meet for about an hour and answer as many questions as we can for you. Often we can put you much farther ahead of schedule for your goals with just one idea, or just help you avoid some major planning pitfalls. There is no charge to meet and nothing to buy or commit to at this point. If this sounds like it would be helpful lets set up a time to chat.



List of Additional Financial Advisors in Illinois
AXA Advisors, LLC Oak Brook, IL
Action Investment Services, Inc. Oakbrook Terrace, IL
Allstate Financial Services, LLC Chicago, IL
B. C. Ziegler And Company Chicago, IL
Henkels Financial, Inc. Chicago, IL
Aptigi, Inc. Evanston, IL
Ameriprise Chicago, IL
Bmo Asset Management U.S. Chicago, IL
Trader Wealth Management LLC Chicago, IL
Smith Barney Oakbrook Terrace, IL
Lincoln Financial Advisors Chicago, IL
Essex Llc Deer Park, IL
Chase Investment Services Corporation Oak Park, IL
Chicago Oakbrook Financial Group Oak Brook, IL
B. C. Ziegler And Company Chicago, IL
Cooper & Associates Wealth Management Group Burr Ridge, IL
Rothschild Investment Corporation Chicago, IL
B. C. Ziegler And Company Chicago, IL
B. C. Ziegler And Company Chicago, IL
Diversified Financial Concepts Lisle, IL
B. C. Ziegler And Company Chicago, IL
William Blair & Company L.L.C. Chicago, IL
B. C. Ziegler And Company Chicago, IL
Elmhurst Capital Management, LLC Elmhurst, IL
Chesley, Taft & Associates, Llc Chicago, IL
B. C. Ziegler And Company Chicago, IL
Leonetti & Associates, Llc Buffalo Grove, IL
Hessenflow Financial Planning, LLC Schaumburg, IL
B. C. Ziegler And Company Chicago, IL
Geneva Investment Management Of Chicago, Llc Chicago, IL
Lasalle St. Investment Advisors, L.L.C. Elmhurst, IL
B. C. Ziegler And Company Chicago, IL
B. C. Ziegler And Company Chicago, IL
Calamos Advisors Llc Naperville, IL
JMC Wealth Management Chicago, IL
Legg Mason Investment Counsel, LLC Chicago, IL
Lincoln Financial Advisors Chicago, IL
Lincoln Financial Advisors Chicago, IL
Lincoln Financial Advisors Corp. Chicago, IL
Lincoln Financial Advisors Corporation Chicago, IL
Liberty Asset Management, Inc. Willowbrook, IL
David A. Noyes & Company Chicago, IL
B. C. Ziegler And Company Chicago, IL
Mass Mutual Chicago, IL
Merrill Lynch Chicago, IL
Merrill Lynch Chicago, IL
Merrill Lynch Orland Park, IL
Frank Advisory Services St. Charles, IL
B. C. Ziegler And Company Chicago, IL
Segall Bryant & Hamill Chicago, IL
KB Elliott Financial Advisors Springfield, IL
Zacks Investment Management Chicago, IL
Molyneaux Financial Group Chicago, IL
Morgan Stanley Winnetka, IL
Morgan Stanley Chicago, IL
O'Malley & Associates Downers Grove, IL
O'Malley&Associates Downer Grove, IL
Olson Financial Services, Inc. Buffalo Grove, IL
Pam Llc Chicago, IL
Pearre & Associates, Ltd. Chicago, IL
B. C. Ziegler And Company Chicago, IL
Pinnacle Financial Group Wheaton, IL
Raymond James Financial Services Winfield, IL
Rene Apack Libertyville, IL
Capital Programs Advisory Corp Evanston, IL
Driehaus Capital Management Llc Chicago, IL
B. C. Ziegler And Company Chicago, IL
Robert W. Baird & Co. Incorporated Chicago, IL
B. C. Ziegler And Company Chicago, IL
North Star Investment Management Corporation Chicago, IL
GreenLight Fee Only Advisors, LLC Evanston, IL
Skyline Financial of Chicago Darien, IL
B. C. Ziegler And Company Chicago, IL
Strong Quantitative Strategies Oak Park, IL
The Buten Group Chicago, IL
B. C. Ziegler And Company Chicago, IL
B. C. Ziegler And Company Chicago, IL
UBS Financial Services, Inc. Chicago, IL
UBS Financial Services, Inc. Chicago, IL
Access Financial Group, Inc. Chicago, IL
Wells Fargo Advisors Llc Chicago, IL
B. C. Ziegler And Company Chicago, IL
Chesley, Taft & Associates, Llc Chicago, IL
Zacks Investment Management Chicago, IL
Horizon Wealth Management La Grange, IL
Richard L Evans Investment Management Flossmoor, IL
IHT Wealth Management Chicago, IL
Marc J. Lane Wealth Group Chicago, IL
Fisher Financial Group LLC Northbrook, IL
Retirement Portfolio Partners Naperville, IL