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Top Rated Financial Advisors in Chicago, Illinois

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Chicago, Illinois is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Chicago, Illinois with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Chicago, Illinois near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

Paladin Registry 5 Stars

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

Certified is Paladin’s highest level of due diligence for financial advisors and firms. Paladin has conducted background checks for the credentials and ethics that are documented in its Registry research reports.

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).

John Wimbiscus

Trinity Financial Advisors, LLC
CFP® RLP®
John Wimbiscus is a financial fiduciary at Trinity Financial Advisors, LLC. John Wimbiscus has been a Paladin Registry member since 2013 and serves clinets in Chicago, Illinois.

John holds Certified Financial Planner , Registered Life Planner certifications and has over 35 years of experience.

  • State Licences:
  • Financial Advice, Services for Fees: All 50 States
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: Not Applicable

Additional Information:

Years of Experience:
35 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Tax Advice and Services
  • Legal Advice and Services

    Name(s) of Custodian(s):

  • Schwab
  • Fidelity

Paladin Registry 5 Stars

This professional's only method of compensation is a fee.

Michael Alexenko

Royal Asset Managers, LLC
CFA®
Michael Alexenko is a financial fiduciary at Royal Asset Managers, LLC. Michael Alexenko has been a Paladin Registry member since 2010 and serves clinets in Saint Charles, Illinois.
Michael holds Chartered Financial Analyst and has over 28 years of experience.
  • State Licences:
  • Investment Products for Commission: Illinois

Additional Information:

Years of Experience:
28 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • Fidelity

Paladin Registry 5 Stars

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

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

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).

Gary R. Komarek

North Shore Asset Management & Tax Advisory Inc.
ChFC® CLU®
Gary R. Komarek is a financial fiduciary at North Shore Asset Management & Tax Advisory Inc.. Gary R. Komarek has been a Paladin Registry member since 2012 and serves clinets in Libertyville, Illinois.

Gary R. holds Chartered Financial Consultant , Chartered Life Underwriter certifications and has over 44 years of experience.

  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Illinois
    • Wisconsin
  • Investment Products for Commission: All 50 States
  • Insurance Products for Commission: State List
    • Illinois
    • Wisconsin

Additional Information:

Years of Experience:
44 Years

    Fee Structure

  • Asset-Based Fee
  • Commissions (Insurance Products)

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Tax Advice and Services

    Name(s) of Custodian(s):

  • TD Ameritrade Institutional

Paladin Registry 5 Stars

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

Certified is Paladin’s highest level of due diligence for financial advisors and firms. Paladin has conducted background checks for the credentials and ethics that are documented in its Registry research reports.

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).

Kevin Holland

Optimal Wealth & Investments, Inc.
CFP® AAMS® CPA PFS CMFS
Kevin Holland is a financial fiduciary at Optimal Wealth & Investments, Inc.. Kevin Holland has been a Paladin Registry member since 2004 and serves clinets in Naperville, Illinois.

Kevin holds Certified Financial Planner , Accredited Asset Management Specialist , Certified Public Accountant , Personal Financial Specialist , Certified Mutual Fund Specialist certifications and has over 34 years of experience.

  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Arizona
    • California
    • Colorado
    • Florida
    • Georgia
    • Illinois
    • Indiana
    • Maryland
    • Michigan
    • New Jersey
    • New York
    • North Carolina
    • Texas
    • West Virginia
    • Wisconsin
  • Investment Products for Commission: State List
    • Arizona
    • California
    • Colorado
    • Florida
    • Georgia
    • Illinois
    • Indiana
    • Maryland
    • Michigan
    • New Jersey
    • New York
    • North Carolina
    • Texas
    • West Virginia
    • Wisconsin
  • Insurance Products for Commission: Illinois

Additional Information:

Years of Experience:
34 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Investment Products)
  • Commissions (Insurance Products)

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Tax Advice and Services
  • Other
  • Wealth Management

    Name(s) of Custodian(s):

  • LPL Financial Corporation

Paladin Registry 5 Stars

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

Certified is Paladin’s highest level of due diligence for financial advisors and firms. Paladin has conducted background checks for the credentials and ethics that are documented in its Registry research reports.

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).

Brent Brodeski

Savant Wealth Management
CFA® CFP® CPA
Brent Brodeski is a financial fiduciary at Savant Wealth Management. Brent Brodeski has been a Paladin Registry member since 2004 and serves clinets in Rockford, Illinois.

Brent holds Chartered Financial Analyst , Certified Financial Planner , Certified Public Accountant certifications and has over 30 years of experience.

  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Arizona
    • Illinois
    • New Mexico
    • Virginia
    • Wisconsin

Additional Information:

Years of Experience:
30 Years

    Fee Structure

  • Hourly Fee
  • Asset-Based Fee

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Tax Advice and Services
  • Legal Advice and Services
  • Portfolio Management
  • Retirement Planning
  • View More
    • 401K Rollovers
    • Wealth Management
    • Money Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Estate Planning & Trusts

    Name(s) of Custodian(s):

  • Schwab
  • TD Ameritrade
  • Fidelity

Paladin Registry 5 Stars

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

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

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).

Financial Engines Advisors

Financial Engines Advisors
Financial Engines Advisors, a financial advisory firm, has been a Paladin Registry member since 25. Financial Engines Advisors provides financial services to clients in the Overland Park, Kansas.

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $50,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities

    Name(s) of Custodian(s):

  • Charles Schwab
  • Fidelity
  • TD Ameritrade

Paladin Registry 5 Stars

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

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

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).

Philip Guske

Pathfinder Wealth Management
CFP®
Philip Guske is a financial fiduciary at Pathfinder Wealth Management. Philip Guske has been a Paladin Registry member since 2015 and serves clinets in Rockford, Illinois.
Philip holds Certified Financial Planner and has over 12 years of experience.
  • State Licences:
  • Investment Products for Commission: State List
    • Illinois
    • Indiana
    • Wisconsin
  • Insurance Products for Commission: Illinois

Additional Information:

Years of Experience:
12 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Tax Advice and Services
  • Wealth Management

    Name(s) of Custodian(s):

  • Charles Schwab
  • TD Ameritrade
  • Transamerica

Paladin Registry 5 Stars

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

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

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).

Andrew Lohse

Independence Capital Financial Partners
AIF® CPA CRPS® PFS CFF®
Andrew Lohse is a financial fiduciary at Independence Capital Financial Partners. Andrew Lohse has been a Paladin Registry member since 2016 and serves clinets in Lombard, Illinois.

Andrew holds Accredited Investment Fiduciary , Certified Public Accountant , Chartered Retirement Plans Specialist , Personal Financial Specialist , Certified Financial Fiduciary certifications and has over 18 years of experience.

  • State Licences:
  • Financial Advice, Services for Fees: All 50 States
  • Investment Products for Commission: State List
    • California
    • Florida
    • Illinois
    • Indiana
    • Iowa
    • New Jersey
    • New York
    • Texas
    • Virginia
    • Washington
    • Wisconsin
  • Insurance Products for Commission: State List
    • California
    • Illinois
    • New Jersey
    • Virginia
    • Wisconsin

Additional Information:

Years of Experience:
18 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Investment Products)

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Tax Advice and Services
  • Portfolio Management
  • Retirement Planning
  • View More
    • 401K Rollovers
    • Wealth Management
    • Money Management
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses

    Name(s) of Custodian(s):

  • Fidelity Custody & Clearing
  • TD Ameritrade

Paladin Registry 5 Stars

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

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

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).

Gabriel Lewit

SGL Financial, LLC
SGL Financial, LLC, a financial advisory firm, has been a Paladin Registry member since . SGL Financial, LLC provides financial services to clients in the Buffalo Grove, Illinois.
  • State Licences:
  • Financial Advice, Services for Fees: All 50 States
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: Illinois

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Insurance Products)

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Tax Advice and Services
  • Legal Advice and Services

    Name(s) of Custodian(s):

  • TD Ameritrade Institutional

Paladin Registry 5 Stars

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

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

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).

Jeremy Keil

Keil Financial Partners
CFA® CFP® ChFC® CLTC RICP™ CLU® CKA® CIMA®
Jeremy Keil is a financial fiduciary at Keil Financial Partners. Jeremy Keil has been a Paladin Registry member since 2018 and serves clinets in New Berlin, Wisconsin.

Jeremy holds Chartered Financial Analyst , Certified Financial Planner , Chartered Financial Consultant , Certified in Long-Term Care , Retirement Income Certified Professional , Chartered Life Underwriter , Certified Kingdom Advisor , Certified Investment Management Analyst certifications and has over 16 years of experience.

  • State Licences:
  • Financial Advice, Services for Fees: All 50 States
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: State List
    • California
    • Connecticut
    • Florida
    • Illinois
    • Indiana
    • Maryland
    • Missouri
    • Nevada
    • New Mexico
    • Ohio
    • Texas
    • Wisconsin
    • Wyoming

Additional Information:

Years of Experience:
16 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Investment Products)
  • Commissions (Insurance Products)

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • Fidelity Investments

Paladin Registry 5 Stars

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).

Kurt Rozman

Freedom Wealth Alliance
AAMS® CFS®
Kurt Rozman is a financial fiduciary at Freedom Wealth Alliance. Kurt Rozman has been a Paladin Registry member since 2019 and serves clinets in Brookfield, Wisconsin.

Kurt holds Accredited Asset Management Specialist , Certified Fund Specialist certifications and has over 26 years of experience.

  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Arizona
    • California
    • Colorado
    • Florida
    • Illinois
    • Michigan
    • South Dakota
    • Texas
    • Wisconsin
  • Investment Products for Commission: State List
    • Arizona
    • California
    • Colorado
    • District of Columbia
    • Florida
    • Georgia
    • Idaho
    • Illinois
    • Indiana
    • Kansas
    • Kentucky
    • Maryland
    • Massachusetts
    • Michigan
    • Minnesota
    • Mississippi
    • New Mexico
    • New York
    • North Carolina
    • Ohio
    • Pennsylvania
    • South Dakota
    • Texas
    • Utah
    • Virginia
    • Washington
    • Wisconsin
  • Insurance Products for Commission: State List
    • California
    • Wisconsin

Additional Information:

Years of Experience:
26 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Investment Products)
  • Commissions (Insurance Products)

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Wealth Management

    Name(s) of Custodian(s):

  • LPL Financial
  • Charles Schwab

Paladin Registry 5 Stars

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).

Thomas Koleski

Cedar Capital Advisors
AIF®
Thomas Koleski is a financial fiduciary at Cedar Capital Advisors. Thomas Koleski has been a Paladin Registry member since 2019 and serves clinets in Barrington, Illinois.
Thomas holds Accredited Investment Fiduciary and has over 15 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: Illinois

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $50,000

    Financial Services Provided:

  • Investment Advice & Management

    Name(s) of Custodian(s):

  • TD Ameritrade Institutional

Paladin Registry 5 Stars

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

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

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).

Paul Daly

OMH Partner Group Inc.
Paul Daly is a financial fiduciary at OMH Partner Group Inc.. Paul Daly has been a Paladin Registry member since 2020 and serves clinets in Glen Ellyn, Illinois.
Paul Daly has 25 years of experience as Financial fiduciary.
  • State Licences:
  • Financial Advice, Services for Fees: All 50 States
  • Investment Products for Commission: All 50 States
  • Insurance Products for Commission: Illinois

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Insurance Products)

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • TD Ameritrade Institutional
  • Brookstone Capital Management

Paladin Registry 5 Stars

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

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

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).

Andrew Houte

Andrew Houte
CFP® CRPS® EA
Andrew Houte is a financial fiduciary at Andrew Houte . Andrew Houte has been a Paladin Registry member since 2021 and serves clinets in Brookfield, Wisconsin.

Andrew holds Certified Financial Planner , Chartered Retirement Plans Specialist , Enrolled Agent certifications and has over 18 years of experience.

Additional Information:

Years of Experience:
18 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee

BASIC INFORMATION NEEDED FOR THE INQUIRY

No additional advisor available.

Frequently Asked Questions

What does a financial advisor do?

Financial advisors assess the financial goals and risk appetite of their clients and chalk out a personalized investment plan for achieving those goals. They use their expertise to guide their clients on how to save tax, get rid of excessive debt and plan for future contingencies.

When should I hire a financial advisor?

Ideally, Financial advisors must be consulted regularly. No matter how much you earn and where are you from, everybody needs a financial advisor to make sure that they reap the maximum from their income. A financial advisor is especially important if you are nearing retirement, planning a family, saving up for education, or thinking of passing on your estate to your heirs.

What are the different types of financial advisors? How do I choose one?

There are different types of financial advisors. A financial advisor can be a relationship manager from a stockbroking company, insurance or mutual fund advisor, a personal banker from a well-known bank, an accountant or an attorney with expertise in taxation and estate planning.

What are the certifications to look while hiring a financial advisor?

The certifications assure you that the financial advisor that you have hired has all the skills and expertise that you need to plan a personal financial journey. When you look to hire a financial advisor you will find a range of initials and certifications that they hold. Broadly, they are divided into two categories.

A CPA (Certified Public Accountant) and CFP (Chartered Financial Planner) are the more general ones. The CFP and CPA certifications are considered as gold standards in personal financial planning. These advisors know their stuff very well and have exceptional competence in a range of financial planning subjects.

While CFA (Chartered Financial Analyst) and CLU (Chartered Life underwriter) certified professional can cater to your specific needs. A CFA can take care of your investment needs and CLU can advise you with the best insurance products.

What questions should you ask a financial advisor?

The most important question to ask a financial advisor is whether he is a fiduciary or not? A fiduciary works in the best interest of his client. Next, you must ask him about his certifications, and experience. You must always pick an advisor who has the best certifications like CPA, CFP, and CFA and at least, with a couple of years of experience. You can also ask him about his cost or fee. Always look for a fee-only advisor and make sure they don’t get commissions for selling financial products.

How does my financial advisor get paid?

There are broadly three different types of advisors.

Commission-only

If you hire a commission-based financial advisor then you will have to pay a percentage of your budget as commission and the rest of the amount will be invested in the financial products and instruments.

Fee-only

Fee-only financial advisors charge a certain flat fee for their advice. The fee depends on the years of experience, expertise, and certifications that financial advisors hold. They do not get any kind of commissions out of the financial products recommended by them.

Fee-based (Commissions and fees)

These advisors charge a combination of both commissions and fees.

Can I be my own financial advisor?

Many people have saved thousands of dollars each year by just consulting a financial advisor. Usually, people try to manage their own finances and thus are not able to draw maximum benefit out of their savings. Financial planning is quite complex and requires a lot of expertise. An experienced financial expert can help you chalk out the best plans for you and safeguard your financial future.