Michael Cirelli

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About Michael Cirelli

I'm a fiduciary financial advisor with my main office location in Warrenville, IL. I have a partner at my Financial Advisory firm and we recently founded a Tax Planning firm as well. In additional to being a licensed financial advisor, I'm also a Certified Tax Specialist (CTS). We aim to help our clients with all aspects of their financial lives - investments, taxes, estate planning, insurance, education planning and more. We understand that not everyone has ALL of those needs but we do have the ability to provide recommendations on them if needed. I have a simple 3 step process when working with potential clients from WiserAdvisor. First, is a 5-10 minute introductory phone call. Second, is a 25-30 minute call/in person meeting where I'll go through my 8 or 9 questions and allow you to ask anything on your mind. Third, I will email you my Financial Planning Menu of Services which includes my transparent pricing so that you may go home and make an independent decision without me being in the room or on the phone.

See Disclosures

General Information

Firm Start Year

1985

No. of Employees

CRD#

6492810

Firm CRD#

23131

Insurance License#

17887590

Name of Broker/Dealer

Osaic Wealth

Name of Custodial Firm

Pershing LLC

States Licensed in

AK, AL, AZ, CA, CO, FL, GA, IA, IL, IN, KY, MA, MI, MN, MO, NC, ND, NJ, NM, NV, NY, OH, PA, SC, SD, TX, UT, WA, WI, WY

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

I began trading in the equity markets full time in 2008. I then took my series 7 and series 66 exams in 2015 to become a fully licensed financial advisor. I'm an independent financial advisor which means I and my team are not beholden to any large bank or investment firm. We make decisions for our clients that are solely in their best interest.

Work with the following types of clients

Non-Profit Organizations, Individual Investors, Businesses

Advisory Services Provided

Tax Advice and Services, Legal Advice and Services, Financial Planning for Businesses, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Qualifications & Membership

Certifications, Accreditations & Designations

CTS^®

Securities Licenses

Series 7, Series 66

Insurance and Annuity Licenses

Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Disability

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

$170 Million

Advisor's Number of Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$200,000,000

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Flat Fee, Hourly, Based on Assets

Fee % Based on Assets

Additional Details on Charges

I email all potential clients a Financial Planning Menu of Services which will detail all of the services I make available to you and it gives you an exact dollar amount or annual percentage for working with me. Transparency is my number one priority.

Education

Bachelors in Economics -

Illinois State University

Disclaimer

Michael Cirelli is an Investment Advisory Representative offering Securities and Advisory Services through Osaic Wealth, Member FINRA ,/SIPC and a Registered Investment Advisor. Insurance services offered through SAI Financial Services, Inc. and Advisor Edge Financial Group Ltd. are not affiliated with Osaic Wealth. SAI Tax Solutions LLC is not affiliated with Oasic Wealth. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

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Paladin Research Report For:

SAI Financial Services