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Portfolio Management for Businesses Advisors in Northbrook, Illinois
338 Results
Unclaimed

Iron Financial LLC

location

NORTHBROOK, IL

0 Disclosures

ADVISOR BIO

Aaron Izenstark is an Investment Advisor Representative at Iron Financial LLC. Aaron is registered with the state of Illinois and has been working in the financial industry since January 1994. Aaron has passed the Uniform Investment Adviser Law Examination (Series 65) and the Non-Member General Securities Examination (Series 2). Aaron specializes in providing financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and selection of other advisors. Iron Financial LLC is a firm based in Northbrook, IL. The firm offers financial planning and portfolio management services to a variety of clients including high-net-worth individuals, corporations, and pension plans.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

LPL Financial LLC

location

NORTHBROOK, IL

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Adam Weiss is a registered investment advisor with LPL Financial LLC. Adam Weiss is a Series 7, Series 63, and Series 65 licensed advisor with experience in the financial services industry since 1994. Adam Weiss has been with LPL Financial LLC since 2009. Adam Weiss works in the Northbrook, Illinois branch of LPL Financial LLC.

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

Deep Blue Financial LLC

location

NORTHBROOK, IL

0 Disclosures

ADVISOR BIO

Adam Faust is a financial advisor with Deep Blue Financial LLC, a firm based in Northbrook, Illinois. Adam has been in the financial industry since 1997. Adam is a Registered Investment Advisor representative in Illinois. Adam holds the Series 7 and Series 66 securities licenses. He has experience working with a variety of clients including individuals, high-net-worth individuals, and businesses. Adam offers investment advice, financial planning, and portfolio management services. Adam has experience working with a variety of firms including Mesirow Financial, Inc., Charles Schwab & Co., Inc., RBC Dain Rauscher Inc., UBS Painewebber Inc., and Strong Investments, Inc.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

NORTHBROOK, IL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Adam Michael Klupchak is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Adam has been in the industry for 2.5 years, working previously with Fidelity Brokerage Services LLC and Pruco Securities, LLC. Adam is licensed in several states. Adam has a Series 7TO, SIE and Series 66 license. Adam specializes in providing investment advice and portfolio management services to individuals and businesses. Adam also provides advisory services to corporations and government entities.

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

LPL Financial LLC | CFP ® (Certifications)

location

NORTHBROOK, IL

experience

41 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Agnes Roach is a financial advisor with over 30 years of experience in the financial services industry. Agnes is a registered representative of LPL Financial LLC and offers a wide range of financial planning services to individuals, families, and businesses. Agnes is also a Certified Financial Planner. Prior to joining LPL Financial LLC, Agnes was a registered representative with CETERA ADVISOR NETWORKS LLC.

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
location

NORTHBROOK, IL

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Agnieszka Domanski is a financial advisor at LPL Financial LLC in Northbrook, Illinois. Agnieszka has been in the financial industry since 2008 and has held positions at PNC Investments, BMO Harris Financial Advisors, Inc., and NatCity Investments, Inc. Agnieszka specializes in providing investment advice and financial planning services to a wide range of clients, including high-net-worth individuals, corporations, and retirement plans. Agnieszka has earned her Series 6, 7, 63, and 66 licenses.

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

Cetera Investment Advisers LLC

location

NORTHBROOK, IL

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Alan Wolan is a financial advisor with over 20 years of experience in the industry. Alan is currently registered with Cetera Investment Advisers LLC and has a Series 6, 7, 63 and 65 license. Prior to joining Cetera Investment Advisers LLC, Alan worked at First Allied Securities, Inc, Woodbury Financial Services, Inc, and NSA Securities Corporation. Alan specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Alan is committed to providing his clients with personalized financial advice and guidance.

SPECIALIZATIONS

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

Trails Edge Wealth Advisers, LLC

location

NORTHBROOK, IL

0 Disclosures

ADVISOR BIO

Alan Frederic Myers is a financial advisor registered with the state of Illinois. Alan is currently employed by Trails Edge Wealth Advisers, LLC. Alan has been in the industry for over 20 years and has previously been employed by several other firms including WELLS FARGO CLEARING SERVICES, LLC, CREDIT SUISSE SECURITIES (USA) LLC, DEUTSCHE BANK SECURITIES INC., MORGAN STANLEY DW INC. and BEAR, STEARNS & CO. INC.. Alan is active in the securities industry and has a strong track record of success. Alan is committed to providing clients with personalized financial advice that helps them achieve their goals.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Individuals
GENERAL ASSET ALLOCATION
Unclaimed

Avocet Capital Management LLC

location

NORTHBROOK, IL

0 Disclosures

ADVISOR BIO

Alan Loewy is a registered investment advisor representative with Avocet Capital Management LLC in Northbrook, Illinois. Alan has been in the industry since 2006. Alan has passed the Series 3, 7, 65, and 66 exams. Alan has experience working for J.P. Morgan Securities LLC and Goldman, Sachs & Co.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
CONSOLIDATED BALANCE SHEET REPORTING
Unclaimed

J.p. Morgan Securities LLC

location

NORTHBROOK, IL

experience

16 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Aldin Rakovic is a financial advisor with J.P. Morgan Securities LLC, a firm that manages more than $50 billion in assets. Aldin has been in the financial industry since 2009 and holds both Series 6 and Series 7 securities licenses. He also has a Series 63 license and has passed the Uniform Investment Adviser Law Examination (Series 65). Aldin currently works in the Northbrook, IL office. He previously worked at CCO Investment Services Corp. and Chase Investment Services Corp.

SPECIALIZATIONS

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

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