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Brian Robert Korienek

Goldstone Financial Group, LLC

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About Brian Robert Korienek

Brian Robert Korienek is a financial advisor with Goldstone Financial Group, LLC. Brian has been in the financial industry since 2014. Brian is a licensed insurance agent offering life, health, and fixed annuities. Brian has a Series 66, Series 7 and SIE licenses. Brian has been registered with Goldstone Financial Group, LLC since 2016. Brian was previously registered with Taylor Capital Management Inc.

Firm Information

Brian Korienek is currently registered with Goldstone Financial Group, LLC. Goldstone Financial Group, LLC is an investment advisor headquartered in Oakbrook Terrace, Illinois. They offer financial planning and portfolio management services to individuals and high-net-worth individuals. They manage over $817 million in assets and have 13 investment adviser representatives and 9 licensed agents.
Goldstone Financial Group, LLC

18W140 BUTTERFIELD ROAD

OAKBROOK TERRACE, IL 60181

$817.31M

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.

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financial planning services

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

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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.

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percentage of assets

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

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Brian Korienek’s Registration & Firm History

IL

02/28/2023 - Present

Goldstone Financial Group, LLC (OAKBROOK TERRACE IL)

IL

03/28/2014 - 04/17/2018

TAYLOR CAPITAL MANAGEMENT INC. (OAKBROOK TERRACE IL)

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Licenses & Designations

BOTH

Issued 12/18/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/17/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/04/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 5 public disclosures for Brian Robert Korienek. Review regulatory record here.
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