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Qualifications of Financial Advisor in Orland Park

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 Orland Park, Illinois
Financial Advisor Office Location Phone Number
Erik Johnson
Edelman Financial Engines, LLC
15625 South LaGrange Road,
Orland Park, IL  60462
(708) 364-9200
Matthew Personette
Edelman Financial Engines, LLC
3021 Butterfield Road Suite 202,
Oak Brook, IL  60523
(630) 368-1818
Jim Hagedorn, CFA
Chicago Partners
1 N. Wacker Dr.,
Chicago, IL  60606
(312) 375-3282
Matthew Blume
Pekin Singer Strauss Asset Management
161 N. Clark St.,
Chicago, IL  60601
(312) 948-4973
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
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
Wesley Kotys, CFP®, AAMS®
Kotys Wealth Professionals
175 Lincolnway, Suite D,
Valparaiso, IN  46383
(219) 465-6924

Information on Qualified Financial Advisors in Orland Park

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# 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# 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# 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 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# 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.



Qualifications CRD# 4051934
Series 66

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


Office Location 175 Lincolnway, Suite D,
Valparaiso,
IN 
46383
Phone Number (219) 4656924

Wesley Kotys is a Valparaiso, IN Fee-Only Financial Planner serving Northwest Indiana and all surrounding areas. Kotys Wealth Professionals specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Wesley Kotys is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER? Professional. As Founder and President of Kotys Wealth Professionals, Wesley (Wes) Kotys brings nearly 20 years of financial planning and investment management experience to the firm. Also acting as Senior Wealth Advisor, Wes is intricately involved in our day-to-day business, managing investment models and conducting research utilizing our highly disciplined rules-based process. Prior to launching The Kotys Group in 2007, Wes spent nearly a decade with major broker-dealers, such as Prudential Financial and Edward Jones. At Edward Jones, he had one of the fastest growing offices in the country. A second generation financial adviser, Wes was also in the top 10% of all financial advisors associated with LPL from 2012-2013. As an accomplished speaker and financial educator, Wes has received national and regional awards as a financial advisor. He is also very involved in the community and believes strongly in giving back. Wes attended Purdue University from 1996-1999 and graduated from Indiana Wesleyan University with a bachelor?s degree in Business Administration. He believes strongly in continuing education and has earned the following certifications and accreditations: CERTIFIED FINANCIAL PLANNER? (CFP®) Accredited Asset Management Specialist (AAMS®) Series 66 Uniform Securities Agent/Registered Investment Advisor Life and Health Insurance

About Kotys Wealth Professionals

At Kotys Wealth Professionals everything we do is focused on you and your goals. Our first order of business is taking the time to get to know you – what you want for yourself and your family, your appetite for risk, your plans for the future. With that foundation set, we then educate you, guide you and provide you with financial strategies that will help you accomplish your goals. We see money as a tool to help you realize your dreams and reach a higher purpose with your wealth. We invite you to contact us at 219-465-6924 for a no-cost initial meeting where you can experience how Kotys Wealth Professionals work as a Registered Investment Advisor.



List of Additional Financial Advisors in or around Orland Park, Illinois
Merrill Lynch Orland Park, IL
IHT Wealth Management Chicago, IL