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Find Retirement Advisors for Retirement Planning in Highland Park, Illinois
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Highland Park, Illinois
Last Updated - April 25, 2025Highland Park has 13 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in Highland Park, Illinois have an average of 24 years of experience.
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List of Qualified Retirement Planning Advisors in Highland Park, Illinois
VERIFIEDSteven Block
LUTCF®, RICP®, CLU®, ChFC®
BlockWall Strategies, Inc
Qualifications
CRD# 1322835
Firm CRD# 110826
Series 6, 7, 63
Minimum Assets Required
$100,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDChristopher Barberini
Lakeshore Capital Group
Qualifications
CRD# 5969705
Firm CRD# 325609
Series 65
Minimum Assets Required
$400,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDSteve Harrison
Prudential
Qualifications
CRD# 6332769
Firm CRD# 8733
Series 7, 63, 66
Minimum Assets Required
$0
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDRandy Dippell
RMA® CRPC® AIF® CEPA®
Milestone Money
Qualifications
CRD# 4527425
Firm CRD# 319203
Series 66
Minimum Assets Required
$0
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDKate Baness
HighPoint Planning Partners
Qualifications
CRD# 6879554
Firm CRD# 6413
Series 7, 24, 66
Minimum Assets Required
$100,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDBKM Wealth Management
CPA, CFP®, CIMA®, CDFA®
Qualifications
CRD# 4725677
Firm CRD# 323928
Series 7, 31, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
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Top 6 Retirement Planning firms in Highland Park, Illinois (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 600 Central Avenue, Suite 365 Highland Park, IL, 60035 | $647,937,167 | 230 | 8 | A percentage of AUM, Fixed fees, Commission Based |
| 2 | 600 Elm Place, Highland Park, IL, 60035 | $556,559,668 | 1882 | 7 | A percentage of AUM |
| 3 | 799 Central Ave, Suite 350 Highland Park, IL, 60035 | $551,945,855 | 404 | 8 | A percentage of AUM |
| 4 | 600 Central Ave., Suite 293 Highland Park, IL, 60035 | $147,731,685 | 62 | 23 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based |
| 5 | 799 Central Ave, Suite 350 Highland Park, IL, 60035 | $108,862,462 | 12 | 8 | A percentage of AUM, Fixed fees, Performance Based, Other (DISCRETIONARY BONUS) |
| 6 | 600 Central Ave, Suite 293 Highland Park, IL, 60035 | $69,000,000 | 3 | 6 | A percentage of AUM, Hourly charges |
Information on Top Retirement Planning firms in Highland Park, Illinois
QualificationsFirm CRD# 151139
Assets Under Management $647,937,167
No. Of Clients230
Clients Per Financial Advisor29
FORT SHERIDAN ADVISORS LLC is a financial advisory firm situated in Highland Park, Illinois. With a nearly $648M assets under management, the firm specializes in crafting personalized retirement planning solutions for 230 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Commission Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 299595
Assets Under Management $556,559,668
No. Of Clients1882
Clients Per Financial Advisor269
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Highland Park, Illinois. With a nearly $557M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1882 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 164775
Assets Under Management $551,945,855
No. Of Clients404
Clients Per Financial Advisor51
NEW VERNON WEALTH MANAGEMENT LLC is a financial advisory firm situated in Highland Park, Illinois. With a nearly $552M assets under management, the firm specializes in crafting personalized retirement planning solutions for 404 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 5611
Assets Under Management $147,731,685
No. Of Clients62
Clients Per Financial Advisor3
INSIGHT SECURITIES, INC. is a financial advisory firm situated in Highland Park, Illinois. With a nearly $148M assets under management, the firm specializes in crafting personalized retirement planning solutions for 62 clients. The team consists of 23 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Commission Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 160247
Assets Under Management $108,862,462
No. Of Clients12
Clients Per Financial Advisor2
NEW VERNON INVESTMENT MANAGEMENT LLC is a financial advisory firm situated in Highland Park, Illinois. With a nearly $109M assets under management, the firm specializes in crafting personalized retirement planning solutions for 12 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
- Other (DISCRETIONARY BONUS)
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (PROVISION OF HISTORICAL TRADING DATA)
QualificationsFirm CRD# 282557
Assets Under Management $69,000,000
No. Of Clients3
Clients Per Financial Advisor1
PRECISE INVESTMENT MANAGEMENT, INC. is a financial advisory firm situated in Highland Park, Illinois. With a nearly $69M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
Financial Planning Services
- Portfolio management for individuals and/or small businesses
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