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Qualifications of Financial Advisor in Villa Park

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Financial Advisors in Villa Park, Illinois
Financial Advisor Office Location Phone Number
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
Rob Kirvan,
Advanced Planning Advisors
2135 City Gate Lane,
Naperville, IL  60563
(630) 780-1099
Timothy Creath, CLU, ChFC,
Creath Financial Services
903 Sienna Drive,
Schaumburg, IL  60193
(224) 353-3328
Michael Cirelli,
SAI Financial Services
27575 Ferry Road,
Warrenville, IL  60555
(630) 221-1112
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
Steve Czech,
Financial Engines Advisors, LLC
840 Willow Rd Suite P,
Northbrook, IL  60062
(847) 498-3636
Erik Johnson,
Financial Engines Advisors, LLC
15625 South LaGrange Road,
Orland Park, IL  60462
(708) 364-9200
Kenneth Busch,
Busch Capital Management
995 Bosworthfield Rd,
Barrington, IL  60010
(224) 325-6201
Ryan Joelson,
Guardian Rock Wealth
1430 Littlefield Ct,
Lake Forest, IL  60045
(630) 730-3875

Information on Qualified Financial Advisors in Villa Park

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


Office Location 1430 Littlefield Ct,
Lake Forest,
IL 
60045
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

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.



List of Additional Financial Advisors in or around Villa Park, Illinois
Action Investment Services, Inc. Oakbrook Terrace, IL
Elmhurst Capital Management, LLC Elmhurst, IL
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