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Qualifications of Financial Advisor in Deerfield

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.

Financial Advisors in Deerfield, Illinois
Financial Advisor Office Location Phone Number
Steve Czech,
Financial Engines Advisors, LLC
840 Willow Rd Suite P,
Northbrook, IL  60062
(847) 498-3636
Kenneth Busch,
Busch Capital Management
995 Bosworthfield Rd,
Barrington, IL  60010
(224) 325-6201
Timothy Creath, CLU, ChFC,
Creath Financial Services
903 Sienna Drive,
Schaumburg, IL  60193
(224) 353-3328
Jim Hagedorn, CFA,
Chicago Partners
1 N. Wacker Dr.,
Chicago, IL  60606
(312) 375-3282
Ryan Joelson,
Marc Lane Investments
70 West Madison,
Chicago, IL  60602
(630) 730-3875
Michael Porrey, Jr., MBA CFP®,
IHT Wealth Management
123 N Wacker Drive,
Chicago, IL  60606
(312) 895-7500
Matthew Blume,
Pekin Singer Strauss Asset Management
161 N. Clark St.,
Chicago, IL  60601
(312) 948-4973
Matt Duskey,
Edelman Financial Services, LLC
1515 W. 22nd St.,
Oak Brook, IL  60523
(888) 752-6742
Matthew Personette,
Financial Engines Advisors, LLC
3021 Butterfield Road Suite 202,
Hinsdale, IL  60523
(630) 368-1818
Erik Johnson,
Financial Engines Advisors, LLC
15625 South LaGrange Road,
Orland Park, IL  60462
(708) 364-9200
Craig Mottl,
Financial Engines Advisors, LLC
N16W23217 Stone Ridge Dr.,
Waukesha, WI  53188
(262) 717-0022
Brian Eckert,
Financial Engines Advisors, LLC
1001 W. Glen Oaks Lane, Suite 225,
Mequon, WI  53092
(262) 717-0022

Information on Qualified Financial Advisors in Deerfield

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

Compensation/Fee I am a Fee-Based financial professional


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

Joined Financial Engines in 2007. 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 Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 1767261
Series 3, 7, 63, 65

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


Office Location 995 Bosworthfield Rd,
Barrington,
IL 
60010
Phone Number (224) 3256201

I have over 30 years experience in the financial services industry dealing with institutional clients trading complex derivative products. What I have found is that there is a tremendous need to educate people on their finances. I want to help close the education gap. For higher net worth individuals, I specialize in alternative investments in managed futures. Contact me if you would like to learn more about diversifying your portfolio into commodities and managed futures.

About Busch Capital Management

For individuals and families, Busch Capital Management provides holistic financial planning services as well as asset allocation recommendations and investment implementation. Our goal is to pilot a personalized financial plan designed with your best interests, unique needs, and long-term objectives in mind.



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# 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.



Qualifications CRD# 3251722
FirmCRD# 133763
Series 7, 24, 53, 66


Office Location 70 West Madison,
Suite 2050,
Chicago,
IL 
60602
Phone Number (630) 7303875

Mr. Joelson is a Yale University graduate whom has obtained his CPA and is a CFA Charterholder. Ryan is a Senior Executive with over 19 years of asset management experience ranging from financial advisory services, tax consultation, and portfolio management, to most recently, product development with a specialized focus on outcome-driven solutions. Ryan brings a technical nuance to the team that is unmatched, seeking the most opportunistic and effective investment strategy. Ryans expertise has been widely utilized throughout the industry over the years and can be found in publicallyavailable investment products offered by household names such as Invesco and Nuveen.

About Marc Lane Investments

Ryan brings approximately 19 years of Wall Street education and experience and believes in customizing his services to your unique situation and needs. As an independent, primarily fee based advisor Ryan is not pressured to utilize any particular firm's products and has the flexibility to truly customize services based strictly on client needs. In addition to his long tenure on Wall Street, Ryan graduated from Yale University and has since obtained his CPA and Chartered Financial Analyst designations. As part of his full service practice, Ryan will travel to you or you can come to him - whatever makes your life a little easier.



Qualifications CRD# 2497850
Series 6, 7, 24, 31, 63, 65

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


Office Location 123 N Wacker Drive,
Suite 2300,
Chicago,
IL 
60606
Phone Number (312) 8957500

Michael has been practicing Wealth Management since 1994 and is a Certified Financial Planner" professional. Experience and a comprehensive approach to financial planning have helped him build multi-generational relationships with his clients. He believes in a dynamic investment strategy process along with building a partnership with the client that extends beyond traditional financial planning. Michael and his team specialize in the coordination of financial, tax, estate, and distribution planning for individuals, families, and small businesses using a goals-based approach to meet their unique financial needs and objectives. Understanding a clients personal, professional, and financial goals are essential to Michaels planning process. He is committed to an independent approach that provides a backdrop for objective decision making. Michael completed his MBA in Finance at Kellstadt Graduate School of Business (DePaul University) and is involved in the MBA Association as well as an active member of the DePaul University Driehaus College of Business Finance Advisory Board. He is a leader in various academic and community groups including the Financial Planning Association, SIFMA Foundation, and Executives Club of Chicago, Chicago Estate Planning Council, Money Smart (Federal Reserve) and Illinois Certified Professional Accountants (ICPAS). Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner" and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Boards initial and ongoing certification requirements.

About IHT Wealth Management

IHT Wealth Management is a comprehensive financial services firm committed to guiding you to financial independence. We are dedicated to helping you grow, protect, and conserve your wealth by delivering an unprecedented level of personalized service and expertise. Our mission is to assist our clients in navigating their unique financial plan by focusing on their goals, providing superior service, and working as a team with the client and other professionals. IHT Wealth Management partners with the client to try to ethically help enhance their financial value by providing a guide to financial independence through comprehensive wealth 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.



Qualifications FirmCRD# 113299

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


Office Location 1515 W. 22nd St.,
Suite 850W,
Oak Brook,
IL 
60523
Phone Number (888) 7526742

Formal Education: Bachelor of Science in Finance, Southern Illinois University Master of Business Administration, Southern Illinois University Business Background: Matt Duskey has been an investment advisor for eight years, and has been with Edelman Financial Services since 2016. Employment History: 2016–Present: Associate Director of Financial Planning for Edelman Financial Services. Provides financial advice to clients. 2010–2016: Financial Consultant at Fidelity Investments. Provided financial advice to clients. 2009–2010: Financial Services Representative at Prudential Financial. Provided financial advice to clients. Professional Designation(s): CERTIFIED FINANCIAL PLANNER™

About Edelman Financial Services, LLC

Founded by Ric and Jean Edelman in 1987, Edelman Financial Services is one of the nation's largest independent financial planning firms1 with 164 financial planners and 43 offices coast-to-coast, provides financial planning and investment management services to more than 36,000 individuals and families, and manages more than $21 billion in assets.2 The firm also provides 401(k) plans and institutional investment management for businesses. Edelman Financial Services has won more than 100 financial, business, community and philanthropic awards,3 and offers an investment philosophy that puts clients first and delivers value through in-depth financial education, personalized financial plans and unfettered access to planners.



Qualifications CRD# 6067320
FirmCRD# 104510
Series 7, 66

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


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

"Joined 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 Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 4756990
FirmCRD# 104510
Series 7, 66

Compensation/Fee I am a Fee-Based financial professional


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

Joined 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 Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Political Science from Loyola University. Serves as Secretary for the Kiwanis Club of Lombard and is a member of Lombard Chamber of Commerce. Erik enjoys reading, traveling, spending time with friends and family, sports, and collector cars.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 5018780
FirmCRD# 104510
Series 7, 63, 65

Compensation/Fee I am a Fee-Based financial professional


Office Location N16W23217 Stone Ridge Dr.,
Suite 100,
Waukesha,
WI 
53188
Phone Number (262) 7170022

Joined Financial Engines in 2012. Began his career in the financial services industry in 2005. Successfully completed the Series 7, 63, and 65 examination(s) administered by FINRA. Earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) and the Certified Fund Specialist (CFS®) certification(s). Bachelor's degree in Business Administration from University of Wisconsin-Whitewater. Married to Tiffany. They have three children. Craig enjoys fishing, hunting, boating, and football.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 4175089
FirmCRD# 104510
Series 7, 66

Compensation/Fee I am a Fee-Based financial professional


Office Location 1001 W. Glen Oaks Lane, Suite 225,
Mequon,
WI 
53092
Phone Number (262) 7170022

Joined Financial Engines in 2012. Began his career in the financial services industry in 2000. Successfully completed the Series 7 and 66 examination(s) administered by FINRA. Earned the Certified Fund Specialist (CFS®) certification(s). Bachelor's degree in Business Administration from the University of Wisconsin - Whitewater. Has three children: Emily, Chase, and Amelia. Brian enjoys running, cooking, traveling, and camping.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



List of Additional Financial Advisors in or around Deerfield, Illinois
Fisher Financial Group LLC Northbrook, IL
Olson Financial Services, Inc. Buffalo Grove, IL