Find Top Financial Advisors in Bolingbrook, Illinois

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Qualifications of Financial Advisors in Bolingbrook

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.

Qualified Financial Advisors in Bolingbrook, Illinois
Financial Advisor Office Location Phone Number
Michael Walschot
American Capital Management, Inc.
608 S Washington St,
Naperville, IL  60540
(630) 778-6169
Rob Kirvan
Advanced Planning Advisors
2135 City Gate Lane,
Naperville, IL  60563
(630) 780-1099
Kyle Nolan
Edelman Financial Engines, LLC
1515 W. 22nd Street,
Oak Brook, IL  60523
(630) 756-5260
Paul Daly
OMH Partner Group, Inc.
999 North Main Street,
Glen Ellyn, IL  60137
(630) 510-3126
Michael Cirelli
SAI Financial Services
27575 Ferry Road,
Warrenville, IL  60555
(630) 615-8289
Timothy Creath, CLU, ChFC
Creath Financial Services
903 Sienna Drive,
Schaumburg, IL  60193
(224) 353-3328
Personal Capital
Personal Capital Advisors Corporation
Chicago, IL  60601
(650) 556-1310

Information on Qualified Financial Advisors in Bolingbrook

Qualifications CRD# 5962132
Series 7, 66

Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly

Office Location 608 S Washington St,
Suite 304,
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# 6135958
FirmCRD# 152665
Series 65

Office Location 2135 City Gate Lane,
Suite 300,
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# 5426926
FirmCRD# 104510
Series 7, 66

Compensation/Fee Fee Based Only - No Commissions

Office Location 1515 W. 22nd Street,
Suite 850W,
Oak Brook,
Phone Number (630) 7565260

Joined Edelman Financial Engines in 2015. Began his career in the financial services industry in 2007. Successfully completed the Series 7 & 66 examination(s) administered by FINRA. Earned the Certified Financial Planner (CFP®) certification(s). Bachelor's degree in Public Financial Management from Indiana University.

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# 2684208
Series 65

Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee

Office Location 999 North Main Street,
Suite 106-D,
Glen Ellyn,
Phone Number (630) 5103126

Paul Daly is the Principle and President of OMH Partner Group, Inc. located in Glen Ellyn, IL. Paul has been in this industry for over 25 years and brings a vast amount of experience to working with his clients. He is a Licensed Life/Health Insurance Agent and Investment Advisor Representative. Paul earned a Bachelor's degree from Western Illinois University with a Major in Economics and a Minor in Marketing.

About OMH Partner Group, Inc.

OMH Partner Group specializes in protecting principle, managing risk, and educating our clients in the investment process. It is the investment navigation that a client needs in today's financial world. We utilize The Financial ABC's of Retirement Planning Model which is a balance approach to investing. OMH Partner Group expertise includes managed investment accounts, fixed indexed annuities, gold/silver, and creating income plans. We make sure each client has just the right blend of protection of principle, liquidity, and managed risk. Licensed to provided financial services and insurance products for the State of Illinois.

Qualifications CRD# 6492810
Series 7, 66

Compensation/Fee Fee-Based, Based on Assets, Flat Fee, Hourly

Office Location 27575 Ferry Road,
Suite 100,
Phone Number (630) 6158289

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 2020. SAI Financial Services is located in Warrenville, IL and we also have a second office location in Wheaton, IL.

Qualifications CRD# 2245517
Series 6, 63, 65

Compensation/Fee Fee-Based, Based on Assets

Office Location 903 Sienna Drive,
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 28 years and have 2 advanced designations in the industry, Charter Life Underwriter (CLU), Chartered Financial Consultant (ChFC).

Qualifications FirmCRD# 155172

Compensation/Fee Fee-Based, Based on Assets

Office Location ---,
Phone Number (650) 5561310

Key Differentiators: • See all your financial accounts with all your financial institutions, all in one place: You can link your checking, savings, 401k, IRA, mortgage, investments, credit cards, and more. • Personalization on a whole new level: Personal Capital offers personalized financial planning, for qualified clients. • Dynamic, Diversified Portfolios: Proprietary SmartWeighting™ technology helps minimize the risk of market drops by automatically rebalancing portfolios. • Access to Experts and Specialists: Clients also enjoy access to a wide range of experts in tax, income, retirement, estate planning, insurance, college savings, stock options, real estate, socially responsible investing and charitable giving. • Transparent fees: Clients pay one flat fee for all of our wealth management services. • We'll always act in your best interest: Personal Capital is a fiduciary, which means their advisors are legally obligated to act in your best interest.

About Personal Capital Advisors Corporation

Personal Capital is an industry-leading digital wealth management company. We do the right thing by the everyday investor by taking a holistic, 360ý approach to money management. Our state-of-the-art tools and technology provide investors with a complete financial picture and our financial advisors are fiduciaries, legally bound to act in your best interest to provide expert guidance, and logical strategies, based on a personal understanding of an investorýs financial picture and goals. We currently manage more than $10+ billion in assets, work with investors in each state and have offices across the U.S.

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