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 you 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 registrations check. 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.
Lisle has 7 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 Lisle, Illinois have an average of 23 years of experience.
Jacob Schatz
CFP®, RICP®
IntentGen Financial Partners
Qualifications
CRD# 5522486
Firm CRD# 304569
Series 7, 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, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Based, Based on Assets
Qualifications
CRD# 7015673
Firm CRD# 46173
Series 7, 66
Minimum Assets Required
$50,000
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, Estate Planning & Trusts, Insurance Products & Annuities.
Commissions, Flat Fee, 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
Eric Kirste
CFP®, CIMA®, AIF®
Savvy Advisors, Inc
Qualifications
CRD# 3245871
Firm CRD# 111111
Series 66
Minimum Assets Required
$500,000
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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Only, Hourly, Flat Fee, Based on Assets
Qualifications
Firm CRD# 107271
Minimum Assets Required
Not Specified
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
Allworth Financial
AIF®, BFA", CDFA", RFC®
Qualifications
Firm CRD# 111167
Minimum Assets Required
Not Specified
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | AMPLIFY INVESTMENTS LLC 3333 Warrenville Road, #350 Lisle, IL, 60532 | $3,913,147,145 | 17 | 17 | A Percentage of AUM |
2 | OBERWEIS ASSET MANAGEMENT INC 3333 Warrenville Road, Suite 500 Lisle, IL, 60532 | $2,602,359,035 | 124 | 32 | A Percentage of AUM, Other (PROVIDE MODEL PORTFOLIO DATA TO CLIENTS) |
3 | SEBOLD CAPITAL MANAGEMENT, INC 2443 Warrenville Road, Suite 150 Lisle, IL, 60532 | $258,706,648 | 871 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
4 | VANTAGE POINT FINANCIAL, LLC 3030 Warrenville Road, Suite 419 Lisle, IL, 60532 | $181,757,685 | 1069 | 15 | A Percentage of AUM, Hourly charges, Fixed Fees |
5 | ADVYZON INVESTMENT MANAGEMENT, LLC 4300 Commerce Court, Suite 260 Lisle, IL, 60532 | $108,450,060 | 807 | 5 | A Percentage of AUM |
6 | BLACKWATCH FINANCIAL GROUP, LLC 4200 Commerce Ct., Suite 310 Lisle, IL, 60532 | $0 | 0 | 1 | A Percentage of AUM, Hourly charges |
QualificationsFirm CRD# 173781
Assets Under Management $3,913,147,145
No. Of Clients17
Clients Per Financial Advisor1
AMPLIFY INVESTMENTS LLC is a financial advisory firm situated in Lisle, Illinois. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 17 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 105471
Assets Under Management $2,602,359,035
No. Of Clients124
Clients Per Financial Advisor4
OBERWEIS ASSET MANAGEMENT INC is a financial advisory firm situated in Lisle, Illinois. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 124 clients. The team consists of 32 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 122941
Assets Under Management $258,706,648
No. Of Clients871
Clients Per Financial Advisor174
SEBOLD CAPITAL MANAGEMENT, INC is a financial advisory firm situated in Lisle, Illinois. With a nearly $259M assets under management, the firm specializes in crafting personalized retirement planning solutions for 871 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 305016
Assets Under Management $181,757,685
No. Of Clients1069
Clients Per Financial Advisor71
VANTAGE POINT FINANCIAL, LLC is a financial advisory firm situated in Lisle, Illinois. With a nearly $182M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1069 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 318816
Assets Under Management $108,450,060
No. Of Clients807
Clients Per Financial Advisor161
ADVYZON INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Lisle, Illinois. With a nearly $108M assets under management, the firm specializes in crafting personalized retirement planning solutions for 807 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 327684
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
BLACKWATCH FINANCIAL GROUP, LLC is a financial advisory firm situated in Lisle, Illinois. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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