wiseradvisor

Find Top Financial Advisors in Chicago, Illinois

Advisor Match

WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Chicago, Illinois. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisors in Chicago

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 Chicago, Illinois
Financial Advisor Office Location Phone Number
Personal Capital
Personal Capital Advisors Corporation
---,
Chicago, IL 60601
650-556-1310
Jim Hagedorn
CFA
Chicago Partners
1 N. Wacker Dr.,
Chicago, IL 60606
312-375-3282
Kyle Nolan
CFP®
Edelman Financial Engines, LLC
1515 W. 22nd Street Suite 850W,
Oak Brook, IL 60523
630-756-5260
Daniel Fisher
RFC®
Fisher Financial Group LLC
707 Skokie Blvd., Suite 600,
Northbrook, IL 60062
847-205-9300
Paul Raab
CRPC®
Edelman Financial Engines, LLC
3100 Sanders Road,
Northbrook, IL 60062
224-521-5230
Chad Coe
Coe Financial Group
1121 Lake Cook Road Suite P,
Deerfield, IL 60015
847-282-3170
Timothy Creath
QKA, CLU®, ChFC®
Creath Financial Services
903 Sienna Drive,
Schaumburg, IL 60193
224-353-3328
Wesley Kotys
AAMS®, CFP®, CERTIFIED FINANCIAL PLANNER
Kotys Wealth Professionals
175 Lincolnway, Suite D,
Valparaiso, IN 46383
219-465-6924

Information on Qualified Financial Advisors in Chicago

Qualifications FirmCRD# 155172

Compensation/Fee Fee-Based


Office Location ---,
Chicago,
IL
60601
Phone Number 650-556-1310

WHY USE PERSONAL CAPITAL

Free Financial Tools

Get a 360-degree view of your money and see all your accounts in one place, including your investments. And go deeper with our planning and analytics tools.

The tools are yours with no obligation. Setting up your dashboard will make your discussion with an Advisor -- whether ours or a competitor's -- more productive.

Personalized Advice

Our team of licensed fiduciary advisors understands that every investor is unique. With the dynamic tools used by both you and your advisor we are able to identify and alert you to opportunities so you can act on them.

Customized Strategy

Customization begins by learning about your entire financial situation and goals. From there, we'll determine how much growth you need to reach those goals. Once we're clear on every facet of your financial life, we design a portfolio that reflects your risk and return profile.

Identify Hidden Fees

You could be losing hundreds of thousands of dollars in hidden fees in your mutual fund, investing, and retirement accounts. Discover any hidden investment fees you weren't aware of.

Invest in a Sustainable Future

Our Socially Responsible Personal Strategy (SRI) is a way for you to support and invest in companies more proactively managing environmental, social, and corporate governance related issues, also known as ESG.

Transparent Fees

We charge one all-inclusive management fee at a fraction of the cost of traditional financial institutions. There are no hidden fees, no trailing fees and no trade commissions.

Personal Capital is owned by Empower Retirement, the second largest retirement services company in the US, with $709 billion in assets and 9.4 million participants as of 9/30/2020

About Personal Capital Advisors Corporation

Personal Capital provides a unique combination of personalized human advice and free, innovative technology. We have local presences nationwide and fully remote capabilities with clients in all 50 states and $15bn in assets as of 11/30/2020. Join the 2.7 million people who track over $980bn with our free tools, including our Retirement Planner, Investment Checkup™, and Fee Analyzer™. Personal Capital Advisors Corporation ("PCAC") compensates WiserAdvisor ("Company") for new leads. ("Company") is not an investment client of PCAC.

Advisory Services Provided

Portfolio Management, Wealth Management


Qualifications CRD# 458-3528
FirmCRD# 147662

Compensation/Fee Fee Only


Office Location 1 N. Wacker Dr.,
Chicago,
IL
60606
Phone Number 312-375-3282

About Chicago Partners

Optimize Your Most Important Business: the Management of Your Wealth. Chicago Partners is an SEC-registered, fee-only independent registered investment advisor (RIA) that specializes in creating a one-stop wealth management experience. With 23 investment professionals managing over $1.9 billion for 650+ 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. Our clients optimize each dimension of their wealth by using our 5-Step Wealth Optimization Process, which includes: - Investment Consulting - Custom Investment Portfolios - Tax Planning & Tax Preparation - Personalized Financial 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 unique goals & objectives, and their team of fiduciaries is always working to reach their goals and objectives.


Qualifications CRD# 5426926
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 1515 W. 22nd Street Suite 850W,
Oak Brook,
IL
60523
Phone Number 630-756-5260

Since 2008, I've used my financial planning experiences, knowledge, and relationship management skills to serve my clients. I enjoy working with my clients to help ensure they stay on track and can handle the unexpected bumps life sends their way. In my free time, I like listening to audio books and spending time with my kids riding bikes, golfing and playing basketball.

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# 1580889
FirmCRD# 154479
Series 65

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


Office Location 707 Skokie Blvd., Suite 600,
Northbrook,
IL
60062
Phone Number 847-205-9300

Daniel Fisher has been assisting individuals and families who are retired or nearing retirement for the last 38 years. Mr. Fisher started his career as an accountant and moved into advising individuals on growing and preserving their assets conservatively while paying the least amount in income taxes. Dan is a Registered Financial Consultant (RFC) and a Registered Investment Advisor with his firm Fisher Financial Group, LLC. He holds a Bachelors Degree in Business and Taxation from Roosevelt University. Dan has also helped employees and retirees of the Federal Government, AT&T, Motorola, United Airlines, American Airlines and several local school districts on how to preserve and make their nest egg grow. Dans expertise is in high demand, and he runs periodic, senior-focused educational workshops locally in the Chicago area on topics such as Veterans Benefits, Social Security planning, tax savings, asset protection and preservation, Medicaid planning, income planning, catastrophic illness planning, and safe investing. Dan has been a featured guest speaker on Americas Wealth Management Show with Dean Barber on WIND 560 AM radio. Also, Dans articles on retirement investing and tax planning have been published in local newspapers and publications. He is located at 707 Skokie Blvd., Suite 600, Northbrook, IL 60062 and is available for a complimentary consultation. You can contact Dan at (847) 205-9300.

About Fisher Financial Group LLC

Fisher Financial Group LLC was started in 1983 with the sole purpose of serving the personal financial goals of individuals and small businesses.Daniel Fisher has been personally assisting people who are retired or nearing retirement for the last 37 years. Mr. Fisher started his career as an accountant and moved into advising individuals on growing and preserving their assets conservatively while paying the least amount in income taxes. Dan is a Registered Financial Consultant (RFC) and a Registered Investment Advisor with his firm Fisher Financial Group, LLC. He holds a Bachelor?s Degree in Business and Taxation from Roosevelt University.Dan has taught employees and retirees of the Federal Government, AT&T, Motorola, United Airlines, American Airlines, WW Grainger and several local school districts how to preserve and make their nest egg grow. Dan?s expertise is in high demand, and he runs periodic, senior-focused educational workshops locally in the Chicago area on topics such as retirement planning, tax savings, asset protection and preservation, Medicaid planning, income planning, catastrophic illness planning, and safe investing. Dan has been a featured guest speaker on ABC Windy City Live, America?s Wealth Management Show with Dean Barber on Sundays on WIND 560 AM radio and WBBM radio. Dan?s articles on retirement investing and tax planning have been published in local newspapers and publications. He is available for a complimentary consultation by appointment by contacting him at (847) 205-9300 or dan at fisherfinancialgroupllc dot com.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities


Qualifications CRD# 5963018
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 3100 Sanders Road,
Suite 125,
Northbrook,
IL
60062
Phone Number 224-521-5230

I'm passionate about helping my clients build a better future and achieve their financial and retirement goals. I love the opportunity to help people confirm whether they are on track to reach those goals. Outside of work I enjoy water sports, running, and spending time with friends and family.

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# 2491459
FirmCRD# 2491459
Series 6, 7, 24, 63, 65

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


Office Location 1121 Lake Cook Road Suite P,
Deerfield,
IL
60015
Phone Number 847-282-3170

In both business and life, Chad Coe is imbued with a strong passion for helping people and making a positive impact on their lives. With more than 20 years of experience in the financial services industry, his commitment to serving others has never wavered. He strives to provide clarity and focus on what matters most to people - their values, which ultimately dictate the basis and management of their investment portfolio. He enjoys working with clients as a team, helping them pursue their goals, and serving as their trusted advisor. As the President and Founder of Coe Financial Group, Chad embraces a values-based approach and focuses on the personal well-being and financial security of his clients. Whether youre saving for a specific goal or trying to manage your own investments, Chad can help you stay on track. Like other professional relationships you develop, a financial advisor can be a lifelong guide for helping you make well-informed decisions throughout your lifetime. A financial advisor can help you:

  • Clarify your goals and help you develop a financial plan
  • Gain a comprehensive view of your financial picture
  • Invest in strategies that can help you achieve your objectives An advisor who is a fiduciary puts your interests first by focusing on your financial well-being. Chad holds FINRA Series 6, 7, 24, 51, 63, and 65 securities registrations.

    About Coe Financial Group

    Serving Your Unique Financial Needs

    Whether you're saving for a specific goal or trying to manage your own investments, Coe Financial Group can help you stay on track. Like other professional relationships you develop, a financial advisor can be a lifelong guide for helping you make well-informed decisions throughout your lifetime. A financial advisor can help you:
  • Clarify your goals and help you develop a financial plan
  • Gain a comprehensive view of your financial picture
  • Invest in strategies that can help you achieve your objectives
  • Coe Financial Group's advisors are fiduciaries and puts your interests first by focusing on your financial well-being.

    Advisory Services Provided

    Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities


    Qualifications CRD# 2245517
    FirmCRD# 152665
    Series 6, 63, 65

    Compensation/Fee Fee-Based, Flat Fee


    Office Location 903 Sienna Drive,
    Schaumburg,
    IL
    60193
    Phone Number 224-353-3328

    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 3 advanced designations.

    About Creath Financial Services

    I help you with your investment and insurance needs. I am an independent; I don't have any products or services that I have to sell. I don't charge for my time, or any of the reports that I do for you. Your agenda is my agenda. I look at my business as a relationship business, so I try to establish a mutually beneficial relationship with you so that we can work together through the years and make sure that your plans keep up with the changes in your life. I have been in the business for over 30 years and have 3 advanced designations in the industry, Charter Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Qualified Kingdom Advisor (QKA).

    Advisory Services Provided

    Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities


    Qualifications CRD# 4051934
    FirmCRD# 168156
    Series 66

    Compensation/Fee Fee Only


    Office Location 175 Lincolnway, Suite D,
    Valparaiso,
    IN
    46383
    Phone Number 219-465-6924

    Wesley Kotys is a Valparaiso, IN Fee-Only Financial Planner serving Northwest Indiana and all surrounding areas. Kotys Wealth Professionals specializes in providing holistic 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 CEO of Kotys Wealth Professionals, Wesley (Wes) Kotys brings over 20 years of financial planning and investment management experience to the firm. Wes is also intricately involved in the firms 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 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.