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Qualifications of Financial Advisor in Crystal Lake

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 Crystal Lake, Illinois
Financial Advisor Office Location Phone Number
Michael Stewart,
Crystal Lake Tax & Financial Services
451 Coventry Lane,
Crystal Lake, IL  60014
(815) 526-3092
Mark S. La Spisa, CFP, CFS,
Vermillion Financial Advisors
16 Executive Court,Suite 3,
Barrington, IL  60010
(847) 382-9999
Jason Nowitzki, CRPC®,
HighPoint Planning Partners
317 N Lincoln Ave,
Carpnetersville, IL  60110
(630) 980-4750X3
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
Steve Czech,
Financial Engines Advisors, LLC
840 Willow Rd Suite P,
Northbrook, IL  60062
(847) 498-3636
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
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
Craig Mottl,
Financial Engines Advisors, LLC
N16W23217 Stone Ridge Dr.,
Waukesha, WI  53188
(262) 717-0022
Erik Johnson,
Financial Engines Advisors, LLC
15625 South LaGrange Road,
Orland Park, IL  60462
(708) 364-9200
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 Crystal Lake

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.



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# 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# 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# 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 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 Fee Based Only - No Commissions


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# 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# 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# 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# 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).