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Financial Planning Services Advisors in Naperville, Illinois
361 Results
Unclaimed

Ameriprise Financial Services, LLC

location

Naperville, IL

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Scott Richards is an investment advisor representative at Ameriprise Financial Services, LLC. Aaron has been in the securities industry since March 1997 and is currently registered to provide investment advice in Illinois. Aaron has held the Series 6, 7, 26, 63 and 66 securities registrations, and is also licensed as an Investment Advisor Representative in Illinois. Aaron's previous employers include First Investors Corporation, based in Lombard, Illinois. Ameriprise Financial Services, LLC, headquartered in Minneapolis, Minnesota, has approximately $479 billion in regulatory assets under management and provides a variety of investment advisory services to individuals, businesses and institutions.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

NAPERVILLE, IL

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Adam Clemens is a financial advisor with J.P. Morgan Securities LLC, located in Naperville, Illinois. Adam has been in the financial services industry since 2008. Previously, Adam worked with Advisors Asset Management, Inc., RBC Capital Markets, LLC, Ameriprise Financial Services, Inc., UVEST Financial Services Group, Inc., IFMG Securities, Inc., and TCF Investments, Inc. Adam is licensed to sell securities in Arizona, California, Florida, Illinois, Indiana, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Washington, and Wisconsin. Adam holds FINRA Series 6, 7, 63, and 66 licenses and the SIE exam. Adam's specializations include retirement planning, college planning, insurance, estate planning, and business planning.

SPECIALIZATIONS

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

Robert W. Baird & Co. Inc.

location

NAPERVILLE, IL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Adam Holstine is a registered representative with Robert W. Baird & Co. Inc. Adam is a securities professional with experience in the financial services industry. Adam is registered to offer securities in Illinois and Wisconsin. Adam is also registered as a Municipal Advisor Representative and a Municipal Securities Representative. Adam offers a variety of financial services, including investment advice, portfolio management, and financial planning.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

J.p. Morgan Securities LLC

location

NAPERVILLE, IL

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Adrian Crisostomo is a financial advisor registered with J.p. Morgan Securities LLC. Adrian is licensed in Illinois and Nevada. Adrian has been working in the financial industry since 2019. Adrian has obtained the Series 63, Series 6TO and SIE exams. Adrian works from the J.p. Morgan Securities LLC office in Naperville, Illinois.

SPECIALIZATIONS

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

Robert W. Baird & Co. Inc.

location

NAPERVILLE, IL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Adriana Kolodzej is a financial advisor at Robert W. Baird & Co. Inc. Adriana has been in the industry since June 2013 and is registered in Illinois. Adriana specializes in providing financial planning and investment advice to individuals and families, as well as businesses and corporations. She is also a registered municipal advisor representative and provides advice on municipal securities. Adriana's focus is on helping her clients achieve their financial goals, whether it's saving for retirement, planning for college, or simply growing their wealth.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

LPL Financial LLC

location

NAPERVILLE, IL

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Aira Lodygowski is a financial advisor associated with LPL Financial LLC in NAPERVILLE, IL. Aira has been in the financial industry since 2019. Aira has Series 63, Series 6TO and SIE licenses. Aira is registered in Illinois. Aira previously worked at BMO HARRIS FINANCIAL ADVISORS, INC. in ST CHARLES, IL. Aira's firm, LPL Financial LLC, has over $50 billion in assets under management and serves a range of clients, including high net worth individuals, corporations, and pension plans.

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

Stifel, Nicolaus & Company, Inc. | CFP ® (Certifications)

location

NAPERVILLE, IL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Charles Gendron is a financial advisor at Stifel, Nicolaus & Company, Inc. Alexander has been working in the financial services industry since December 2015. Alexander holds the Series 7 and Series 66 licenses. Alexander is also a Certified Financial Planner. Alexander specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Alexander is registered to offer investment advice in Illinois.

SPECIALIZATIONS

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

Calamos Wealth Management LLC

location

NAPERVILLE, IL

0 Disclosures

ADVISOR BIO

Alexander Calamos is a registered investment advisor representative with Calamos Wealth Management LLC. Alexander has been in the industry for over 10 years, and is currently licensed to advise clients in Illinois. Alexander has experience in asset allocation, financial planning, pension consulting and selection of other advisers. Besides the investment related activities Alexander also holds a CEO position at a real estate research company, Typical Projects LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Unclaimed

J.p. Morgan Securities LLC

location

NAPERVILLE, IL

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Amanda Novack is a financial advisor with J.p. Morgan Securities LLC, registered in Illinois. Amanda has a Series 6 and Series 63 license, and has been in the industry since June 28, 2018. Amanda is active in the Branch Office located in Naperville, Illinois. Amanda is a Registered Representative of J.P. Morgan Securities LLC, a registered broker-dealer and a member of FINRA and SIPC.

SPECIALIZATIONS

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

Wells Fargo Advisors Financial Network, LLC

location

NAPERVILLE, IL

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Amy Lanenga is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Amy has been in the financial services industry since 1990. Amy has experience working with individuals, families, businesses, and institutions. Amy is registered with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Delaware, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Massachusetts, Michigan, Minnesota, Missouri, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, and Wisconsin.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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