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Ari Max Nadler

Nadler Financial Group, Inc.

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About Ari Max Nadler

Ari Nadler is an investment advisor representative at Nadler Financial Group, Inc. Ari has been in the industry for 2 years and is registered with FINRA and the state of Illinois. Ari's primary practice area is providing financial planning services to individuals, businesses, and pension and profit-sharing plans. Ari also provides retirement plan consulting and enrollment support. Ari has a Series 7, Series 66, and SIE license and works out of the Deerfield, Illinois office. Ari has a Bachelor of Arts degree from the University of Michigan.

Firm Information

Ari Nadler is currently registered with Nadler Financial Group, Inc.. Nadler Financial Group, Inc. is a registered investment advisor with offices in Deerfield, IL. They have a total of 13 investment advisor representatives and manage approximately $1.61 billion in client assets. Their advisory services include financial planning, portfolio management for individuals, retirement plan consulting, and other services. Their client base includes individuals, corporations, charitable organizations, pension plans, and high net worth individuals.
Nadler Financial Group, Inc.

155 N. PFINGSTEN ROAD

DEERFIELD, IL 60015-4903

$1.61B

Assets Under Management

40

Total Clients

12

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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retirement plan consulting - enrollment and education support.

Retirement plan consulting - enrollment and education support.

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.

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percentage of assets

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

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Ari Nadler’s Registration & Firm History

IL

08/12/2024 - Present

Nadler Financial Group, Inc. (DEERFIELD IL)

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Licenses & Designations

BOTH

Issued 07/17/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/08/2024

Series 7TO - General Securities Representative Examination

BC

Issued 01/28/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ari Max Nadler.
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