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Find Retirement Advisors for Retirement Planning in Lisle, 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 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.

Finding the Best Retirement Planners in Lisle, Illinois

Last Updated - March 22, 2024

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.

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List of Qualified Retirement Planning Advisors in Lisle, Illinois

advisor-photo
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Jacob Schatz
CFP®, RICP®
IntentGen Financial Partners

Qualifications
CRD# 5522486
Firm CRD# 304569
Series 7, 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, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Based on Assets

advisor-photo

Qualifications
CRD# 7015673
Firm CRD# 46173
Series 7, 66

Minimum Assets Required
$50,000

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, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Commissions, Flat Fee, Based on Assets

advisor-photo
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Christopher 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

advisor-photo
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Eric Kirste
CFP®, CIMA®, AIF®
Savvy Advisors, Inc

Qualifications
CRD# 3245871
Firm CRD# 111111
Series 66

Minimum Assets Required
$500,000

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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Only, Hourly, Flat Fee, Based on Assets

advisor-photo

Qualifications
Firm CRD# 107271

Minimum Assets Required
Not Specified

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

advisor-photo
vector.svg VERIFIED

Allworth Financial
AIF®, BFA", CDFA", RFC®

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

Top 6 Retirement Planning firms in Lisle, Illinois (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
AMPLIFY INVESTMENTS LLC
3333 Warrenville Road, #350
Lisle, IL, 60532
$3,913,147,1451717
A Percentage of AUM
2
OBERWEIS ASSET MANAGEMENT INC
3333 Warrenville Road, Suite 500
Lisle, IL, 60532
$2,602,359,03512432
A Percentage of AUM, Other (PROVIDE MODEL PORTFOLIO DATA TO CLIENTS)
3
SEBOLD CAPITAL MANAGEMENT, INC
2443 Warrenville Road, Suite 150
Lisle, IL, 60532
$258,706,6488715
A Percentage of AUM, Hourly charges, Fixed Fees
4
VANTAGE POINT FINANCIAL, LLC
3030 Warrenville Road, Suite 419
Lisle, IL, 60532
$181,757,685106915
A Percentage of AUM, Hourly charges, Fixed Fees
5
ADVYZON INVESTMENT MANAGEMENT, LLC
4300 Commerce Court, Suite 260
Lisle, IL, 60532
$108,450,0608075
A Percentage of AUM
6
BLACKWATCH FINANCIAL GROUP, LLC
4200 Commerce Ct., Suite 310
Lisle, IL, 60532
$001
A Percentage of AUM, Hourly charges

Information on Top Retirement Planning firms in Lisle, Illinois

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.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Selection of Other Advisors
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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.

Fee Structure

  • A Percentage of AUM
  • Other (PROVIDE MODEL PORTFOLIO DATA TO CLIENTS)

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Educational Seminars/ Workshops
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

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.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Individuals
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Hourly charges

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

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