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Thomas Koleski

Cedar Capital Advisors

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Paladin Fiduciary

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm is a fiduciary when providing financial advice and services for fees. Fiduciaries are held to the highest ethical standard in the financial service industry. They are required to always put their clients’ financial interests first.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Paladin Research Report For:

Thomas Koleski

Cedar Capital Advisors

Thomas Koleski, a financial fiduciary has been a Paladin Registry member since 2019. Thomas holds the Accredited Investment Fiduciary certifications and has over 15 years of experience. Thomas provides financial services to clients in the Barrington, Illinois area.

I. Snapshot

A. Registry Member
  • Since 2019
B. Years of Experience
  • 15
C. College Degrees
  • University of Dayton - 4
D. Certifications
  • AIF®
E. Financial Fiduciary
  • Yes
F. Business Philosophy
  • Read Business Philosophy

    Our clients come to us for highly personalized, in-depth financial planning. We will spend time with you to find out what you want your assets to accomplish and then develop a full plan around those goals. We consider all aspects of your financial life, not just one piece of the puzzle. Some examples of areas we will examine are: portfolio asset allocation, investing for tax efficiency, social security strategies, and analyzing cash flow for retirement. As fiduciaries, we're an independent, fee-based, registered investment advisor, and are bound by the law to act solely in the best interests of our clients. We believe that transparency is a key pillar to building long lasting relationships with clients. Our mission is to become an essential partner to our clients by helping them pursue their vision of financial success through expert, independent advice provided at a reasonable fee.

G. Asset Requirement
  • $50,000

II. Contact Information

A. Key Contact
  • Thomas Koleski
B. Main Location
  • 330 East Main Street
    3rd Floor
    Barrington, Illinois, 60010
C. Telephone
  • 312.285.5737

III. Internet

B. Social Connections

IV. Firm(s)

A. Name of Firm
  • Cedar Capital Advisors
B. Relationship to Firm
  • Employee
C. Name of RIA
  • Cedar Capital
D. Name of Broker/Dealer
  • None
E. Name(s) of Custodian(s)
  • TD Ameritrade Institutional

V. Credentials

A. Years of Financial Experience
  • 15 Years
B. College, Degrees, Years
  • University of Dayton - 4
C. Current Certifications
D. Association Memberships
  • None

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • IAR
B. Type of RIA Registration
  • SEC
C. Industry Licenses
  • Securities License(s)
D. Registration & License Numbers
  • CRD: 4941185
  • IARD: 174020
  • Insurance: None
E. State Licences
  • Financial Advice, Services for Fees: Illinois
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
I. Additional Disclosure(s)
  • None
J. View our ADV(s)
K. Links

VII. Business Data & Practices

A. Business Philosophy
  • Read Business Philosophy

    Our clients come to us for highly personalized, in-depth financial planning. We will spend time with you to find out what you want your assets to accomplish and then develop a full plan around those goals. We consider all aspects of your financial life, not just one piece of the puzzle. Some examples of areas we will examine are: portfolio asset allocation, investing for tax efficiency, social security strategies, and analyzing cash flow for retirement. As fiduciaries, we're an independent, fee-based, registered investment advisor, and are bound by the law to act solely in the best interests of our clients. We believe that transparency is a key pillar to building long lasting relationships with clients. Our mission is to become an essential partner to our clients by helping them pursue their vision of financial success through expert, independent advice provided at a reasonable fee.

B. Minimum Asset Requirement
  • $50,000
C. Number of Current Clients
  • 35
D. Assets (Management, Advisement)
  • $29,000,000
E. Methods of Compensation
  • Fixed Fee
  • Asset-Based Fee
F. Methods of Communication
  • Face-to-Face Meetings
  • Telephone
  • Email
  • Skype/Voice
  • Skype/Video-Voice
G. Types of Reports (Frequency)
  • Performance (Quarterly)
  • Brokerage Statement (Monthly)
  • Market Environment (Quarterly)
H. Second Language(s)
  • None
I. Value Statement
  • View Value Statement
    I come with a team consists of a handful of industry veterans including two CFA (Chartered Financial Analysts) charter holders, four University of Chicago Booth School of Business MBAs, and more importantly, a group of individuals that do what’s best for the client no matter what. I am an independent advisor with the Accredited Investment Fiduciary designation.

VIII. Clients & Services

A. Types of Clients
  • Individuals & Couples (Working)
  • Individuals & Couples (Retired)
  • Business Pension Plans
  • Business (Taxable)
  • Endowments & Foundations
  • Taft-Hartley Pension Plans
  • Public Pension Plans
B. Types of Financial Services
  • Investment Advice & Services
C. Discretionary Asset Management
  • Discretionary and Non-Discretionary
D. Limited Engagement Services
  • Planning Only
  • Financial Plan Reviews
  • Investment Portfolio Reviews

IX. Certification

Advisor Name
  • Thomas Koleski
Most Recent Update:
  • Aug 12, 2019

BASIC INFORMATION NEEDED FOR THE INQUIRY

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