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John Joseph Zielinski

Optimum Investment Advisors, LLC

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About John Joseph Zielinski

John Zielinski is an investment advisor representative with Optimum Investment Advisors, LLC. John has been in the industry since April 2013. John holds the Series 7, Series 3, and Series 63 securities licenses, as well as the SIE. John also holds the Chartered Financial Analyst designation. Previously, John worked at WILLIAM BLAIR & COMPANY and NEUBERGER BERMAN MANAGEMENT INC. John specializes in providing financial planning, portfolio management for businesses, and portfolio management for individuals.

Firm Information

John Zielinski is currently registered with Optimum Investment Advisors, LLC. Optimum Investment Advisors, LLC is a Chicago, Illinois-based firm providing financial planning and portfolio management services for individuals, businesses, and pension plans. The firm manages over $287 million in assets for approximately 439 clients.
Optimum Investment Advisors, LLC

20 S. CLARK STREET

CHICAGO, IL 60603

$287.57M

Assets Under Management

Not reported

Total Clients

5

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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John Zielinski’s Registration & Firm History

IL

06/16/2016 - Present

Optimum Investment Advisors, LLC (CHICAGO IL)

IL

04/04/2013 - 03/04/2016

WILLIAM BLAIR (CHICAGO IL)

IL

03/17/2003 - 09/18/2007

NEUBERGER BERMAN MANAGEMENT INC. (CHICAGO IL)

IL

03/17/2003 - 09/18/2007

NEUBERGER BERMAN, LLC (CHICAGO IL)

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Licenses & Designations

BC

Issued 04/22/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/04/2016

SIE - Securities Industry Essentials Examination

BC

Issued 04/03/2013

Series 7 - General Securities Representative Examination

BC

Issued 06/28/1993

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Joseph Zielinski.
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