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Find Top Financial Advisors in Lisle


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Qualifications of Financial Advisor in Lisle

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 Lisle, Illinois
Financial Advisor Office Location Phone Number
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
Matthew Personette
Edelman Financial Engines, LLC
3021 Butterfield Road Suite 202,
Oak Brook, IL  60523
(630) 368-1818
Michael Cirelli
SAI Financial Services
27575 Ferry Road,
Warrenville, IL  60555
(630) 221-1112
Timothy Creath, CLU, ChFC
Creath Financial Services
903 Sienna Drive,
Schaumburg, IL  60193
(224) 353-3328
Erik Johnson
Edelman Financial Engines, LLC
15625 South LaGrange Road,
Orland Park, IL  60462
(708) 364-9200
Jim Hagedorn, CFA
Chicago Partners
1 N. Wacker Dr.,
Chicago, IL  60606
(312) 375-3282
Michael Porrey, Jr., MBA CFP®
IHT Wealth Management
123 N Wacker Drive,
Chicago, IL  60606
(312) 895-7500
Ryan Joelson
Guardian Rock Wealth & Marc Lane Investments
70 West Madison,
Chicago, IL  60602
(630) 730-3875
Gary Fusz
Edelman Financial Engines, LLC
2700 Patriot Blvd.,
Glenview, IL  60026
(847) 724-0438
Steve Czech
Edelman Financial Engines, LLC
840 Willow Rd Suite P,
Northbrook, IL  60062
(847) 498-3636

Information on Qualified Financial Advisors in Lisle

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# 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# 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# 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# 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# 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# 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# 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 Guardian Rock Wealth & 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# 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# 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.



List of Additional Financial Advisors in or around Lisle, Illinois
Diversified Financial Concepts Lisle, IL
O'Malley & Associates Downers Grove, IL
O'Malley&Associates Downer Grove, IL
Retirement Portfolio Partners Naperville, IL
Pinnacle Financial Group Wheaton, IL
Raymond James Financial Services Winfield, IL