Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
Libertyville has 13 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Libertyville, Illinois have an average of 24 years of experience.
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
Fee-Only, Based on Assets
Steven Block
LUTCF®, RICP®, CLU®, ChFC®
BlockWall Strategies, Inc
Qualifications
CRD# 1322835
Firm CRD# 110826
Series 6, 7, 63
Minimum Assets Required
$100,000
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
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Christopher Barberini
Lakeshore Capital Group
Qualifications
CRD# 5969705
Firm CRD# 325609
Series 65
Minimum Assets Required
$400,000
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
Fee-Only, Flat Fee, Based on Assets
Steve Harrison
Prudential
Qualifications
CRD# 6332769
Firm CRD# 8733
Series 7, 63, 66
Minimum Assets Required
$0
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Fee-Based, Based on Assets
Randy Dippell
RMA® CRPC® AIF® CEPA®
Milestone Money
Qualifications
CRD# 4527425
Firm CRD# 319203
Series 66
Minimum Assets Required
$0
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
Fee-Based, Flat Fee, Based on Assets
Kate Baness
HighPoint Planning Partners
Qualifications
CRD# 6879554
Firm CRD# 6413
Series 7, 24, 66
Minimum Assets Required
$100,000
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
Fee-Based, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
BKM Wealth Management
CPA, CFP®, CIMA®, CDFA®
Qualifications
CRD# 4725677
Firm CRD# 323928
Series 7, 31, 66
Minimum Assets Required
$250,000
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
Fee-Based, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 1509 N. Milwaukee Ave., Libertyville, IL, 60048 | $1,967,649,519 | 14692 | 18 | A percentage of AUM |
2 | 900 Technology Way, Suite 130 Libertyville, IL, 60048 | $1,237,818,941 | 2556 | 13 | A percentage of AUM, Hourly charges, Fixed fees |
3 | 900 Technology Way, Suite 260 Libertyville, IL, 60048 | $217,183,226 | 293 | 3 | A percentage of AUM, Hourly charges, Fixed fees |
4 | 321 S. Milwaukee Avenue, Libertyville, IL, 60048 | $163,913,102 | 292 | 3 | A percentage of AUM, Hourly charges, Fixed fees |
5 | 700 Park Ave, Suite 103 Libertyville, IL, 60048 | $3,482,100 | 1 | 1 | A percentage of AUM |
QualificationsFirm CRD# 304290
Assets Under Management $1,967,649,519
No. Of Clients14692
Clients Per Financial Advisor816
LIBERTY ONE INVESTMENT MANAGEMENT is a financial advisory firm situated in Libertyville, Illinois. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 14692 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 165174
Assets Under Management $1,237,818,941
No. Of Clients2556
Clients Per Financial Advisor197
INSPIRION WEALTH ADVISORS, LLC is a financial advisory firm situated in Libertyville, Illinois. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2556 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 112802
Assets Under Management $217,183,226
No. Of Clients293
Clients Per Financial Advisor98
PATRICK M. SWEENEY & ASSOCIATES, INC is a financial advisory firm situated in Libertyville, Illinois. With a nearly $217M assets under management, the firm specializes in crafting personalized retirement planning solutions for 293 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 290485
Assets Under Management $163,913,102
No. Of Clients292
Clients Per Financial Advisor97
PRISM PLANNING PARTNERS is a financial advisory firm situated in Libertyville, Illinois. With a nearly $164M assets under management, the firm specializes in crafting personalized retirement planning solutions for 292 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 109474
Assets Under Management $3,482,100
No. Of Clients1
Clients Per Financial Advisor1
FORESTER CAPITAL MANAGEMENT LTD is a financial advisory firm situated in Libertyville, Illinois. With a nearly $3M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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