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.
Lisle has 10 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 22 years of experience.
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
Mark Ackerman
Ackerman Wealth Management
Qualifications
CRD# 4286755
Firm CRD# 6413
Series 3, 7, 31, 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, Insurance Products & Annuities
Fee-Based, Commissions, Flat Fee, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, 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
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
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
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
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
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 3333 Warrenville Road, #350 Lisle, IL, 60532 | $5,331,374,644 | 19 | 22 | A percentage of AUM |
2 | 3333 Warrenville Road, Suite 500 Lisle, IL, 60532 | $3,035,722,713 | 121 | 32 | A percentage of AUM, Other (PROVIDE MODEL PORTFOLIO DATA TO CLIENTS) |
3 | 2443 Warrenville Road, Suite 150 Lisle, IL, 60532 | $303,807,809 | 813 | 8 | A percentage of AUM, Hourly charges, Fixed fees |
4 | 2443 Warrenville Road, Suite 630 Lisle, IL, 60532 | $237,923,346 | 1233 | 9 | A percentage of AUM, Hourly charges, Fixed fees |
5 | 4300 Commerce Court, Suite 260 Lisle, IL, 60532 | $207,587,397 | 1136 | 7 | A percentage of AUM |
6 | 4722 Main Street, Lisle, IL, 60532 | $110,237,992 | 529 | 17 | A percentage of AUM, Hourly charges |
QualificationsFirm CRD# 173781
Assets Under Management $5,331,374,644
No. Of Clients19
Clients Per Financial Advisor1
AMPLIFY INVESTMENTS LLC is a financial advisory firm situated in Lisle, Illinois. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 19 clients. The team consists of 22 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 105471
Assets Under Management $3,035,722,713
No. Of Clients121
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 121 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 $303,807,809
No. Of Clients813
Clients Per Financial Advisor102
SEBOLD CAPITAL MANAGEMENT, INC is a financial advisory firm situated in Lisle, Illinois. With a nearly $304M assets under management, the firm specializes in crafting personalized retirement planning solutions for 813 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 305016
Assets Under Management $237,923,346
No. Of Clients1233
Clients Per Financial Advisor137
VANTAGE POINT FINANCIAL, LLC is a financial advisory firm situated in Lisle, Illinois. With a nearly $238M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1233 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 318816
Assets Under Management $207,587,397
No. Of Clients1136
Clients Per Financial Advisor162
ADVYZON INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Lisle, Illinois. With a nearly $208M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1136 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 123483
Assets Under Management $110,237,992
No. Of Clients529
Clients Per Financial Advisor31
CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC is a financial advisory firm situated in Lisle, Illinois. With a nearly $110M assets under management, the firm specializes in crafting personalized retirement planning solutions for 529 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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