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Financial Planning Services Advisors in Homer Glen, Illinois
18 Results
Unclaimed

Paisley Financial LLC

location

HOMER GLEN, IL

0 Disclosures

ADVISOR BIO

Anthony Krcmar is a financial advisor with over 10 years of experience in the industry. Anthony is a registered investment advisor representative in Illinois. Anthony's firm, Paisley Financial LLC, provides financial planning, pension consulting and portfolio management for individuals and businesses. Anthony is also a managing member of Bluestem Capital Partners, LLC. Anthony is a Chief Compliance Officer and a member of Grassland Capital, LLC. Anthony is also a principal for Grassland Asymmetric Opportunity Fund, LP.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

MML Investors Services, LLC

location

Homer Glen, IL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Bryan Zic is a financial professional with over 8 years of experience in the financial services industry. Bryan is a registered representative of MML Investors Services, LLC and holds Series 6, 7TO, 63, and 65 licenses. Bryan has experience providing financial planning, portfolio management, and insurance products. Bryan also has a background in web design and real estate.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION PROGRAMS
Unclaimed
location

HOMER GLEN, IL

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Carolyn Mary Hartnett is a financial advisor who has been in the industry since February 13, 2008. Carolyn is currently registered with Edward Jones. Carolyn is licensed to provide advisory services in several states including Illinois, Florida, California, and Georgia. Carolyn has a strong background in financial planning, portfolio management, and pension consulting. Carolyn's expertise has allowed her to work with a wide range of clients including individuals, corporations, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

HOMER GLEN, IL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Giehon is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. Christopher has been working in the financial services industry since 2019. Christopher is licensed to provide securities and investment advisory services in Arizona, California, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Michigan, Minnesota, Missouri, Nevada, Texas, and Wisconsin. Christopher previously worked at EQUITABLE ADVISORS, LLC. Christopher has a Series 7TO, Series 66 and SIE licenses.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed
location

HOMER GLEN, IL

experience

5 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

David Arthur Condon is a financial advisor with Edward Jones. David has been in the financial industry since January 30, 2020. David holds licenses in 27 states. David has been registered with Edward Jones since June 2020 and previously worked with AXA ADVISORS, LLC. David is a Series 7TO, Series 66 and SIE licensed advisor. David is also a licensed Sports Official with the NCAA.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

MML Investors Services, LLC

location

Homer Glen, IL

experience

32 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Gil Donald Hannon is a financial advisor who has been in the industry since 1993. Gil is registered with MML Investors Services, LLC and is licensed to provide securities and investment advice in Illinois, Indiana, and Ohio. Gil has a Series 6, Series 63, and Series 65 license. Gil also holds the SIE designation. In addition to Gil's work with MML Investors Services, LLC, Gil is also a licensed insurance broker and a USCG licensed captain. Gil is committed to providing clients with personalized financial advice and helping them achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION PROGRAMS
Unclaimed

Stifel Independent Advisors, LLC

location

HOMER GLEN, IL

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Jeffrey Joseph Oprondek is a financial advisor with Stifel Independent Advisors, LLC. He is located in Homer Glen, Illinois and has been in the industry since December 16, 1990. Jeffrey Joseph Oprondek offers financial planning, portfolio management, and pension consulting services. Prior to joining Stifel Independent Advisors, LLC, he was a financial advisor with Stifel, Nicolaus & Company, Incorporated, Eверен Securities, Inc., Principal Financial Securities, Inc. and Hamilton Investments, Inc.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Geneos Wealth Management, Inc.

location

HOMER GLEN, IL

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

John Patrick White is an Investment Advisor Representative with Geneos Wealth Management, Inc. John has over 15 years of experience in the financial services industry. John is registered to provide investment advice in Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Maryland, Michigan, Minnesota, Mississippi, Nevada, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, and Wisconsin. John has a Series 7, 66 and 24. John also holds a SIE designation. John's primary focus is providing investment advice to individuals, businesses, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

HOMER GLEN, IL

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Kyle Ruggio is a financial advisor with LPL Financial LLC and has been in the industry for more than two years. Kyle holds both a Series 66 and a Series 7TO license, demonstrating their experience in the securities industry. They are registered in Illinois and several other states. Kyle is a strong advocate for his clients and their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

LPL Financial LLC

location

HOMER GLEN, IL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Magdalena Lacek is a financial advisor currently registered with LPL Financial LLC in Homer Glen, IL. Magdalena has been in the financial services industry since 2016. Magdalena has been registered with LPL Financial LLC since 2021, before that she worked with BMO Harris Financial Advisors, Inc. in Homer Glen, IL. and in Chicago, IL. Magdalena holds Series 6, Series 63 and SIE licenses. Magdalena is also registered in the state of Illinois.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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