linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

SGL Financial, LLC

Headquartered in BUFFALO GROVE, IL

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

SGL Financial, LLC is a registered investment advisor based in BUFFALO GROVE, IL with 15 licensed agents and 16 investment advisor representatives. They manage approximately $214,042,234 in assets for 1,524 clients. The firm provides financial planning, educational seminars, and publication of periodicals. They also offer portfolio management for individuals and selection of other advisors. The firm's clientele includes high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans.

SGL Financial, LLC

1130 W LAKE COOK ROAD

BUFFALO GROVE, IL 60089

$214.04M

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (7)

SGL FINANCIAL, LLC has a total of 7 branch locations across the country.
location

RHINELANDER, WI

location

NORMAN, OK

location

BUFFALO GROVE, IL

location

Buffalo Grove, IL

location

Fredricksburg, VA

location

Rhinelander, WI

location

West Hartford, CT

Advisors at SGL Financial, LLC

View All 13 Advisors
Unclaimed
David Schmitz

RA

RHINELANDER, WI

View Profile
Unclaimed
Bryan Tyrell Stiger

CFP®, RA

BUFFALO GROVE, IL

View Profile
Unclaimed
Robert Duayne Moore

RA

NORMAN, OK

View Profile
Unclaimed
Steven Richard Lewit

RA

BUFFALO GROVE, IL

View Profile
Unclaimed
Dylan Jacob Cowen

RA

BUFFALO GROVE, IL

View Profile
Unclaimed
Joseph Michael McGraw

CFP®, RA

View Profile
Unclaimed
Martin William Kohlieber

RA

Buffalo Grove, IL

View Profile
Unclaimed
Daniel Edward Fitzgerald

RA

BUFFALO GROVE, IL

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if SGL Financial, LLC is right for you?

Disclosures

There are no public disclosures for SGL Financial, LLC.

Frequently Asked Questions (8)

Not sure if SGL Financial, LLC is right for you?