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Find Retirement Advisors for Retirement Planning in Oak Brook, 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 Oak Brook, Illinois
Last Updated - April 12, 2024Oak Brook has 8 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 10 non-vetted advisors in your local area. These retirement advisors in Oak Brook, Illinois have an average of 23 years of experience.
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List of Qualified Retirement Planning Advisors in Oak Brook, Illinois
VERIFIED 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
VERIFIEDJacob 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
VERIFIED 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
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
VERIFIEDEric 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
VERIFIEDAllworth 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
VERIFIEDWesley Kotys
CFP®, AAMS®
Kotys Wealth Professionals
Qualifications
CRD# 4051934
Firm CRD# 168156
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 10 Retirement Planning firms in Oak Brook, Illinois (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | JVM CAPITAL L.L.C. 903 Commerce Drive, Suite 250 Oak Brook, IL, 60523 | $1,301,500,000 | 8 | 7 | Commission Based, Performance Based, Other (TRANSACT, ADMIN, GUARANTY, FINANCING, AM, PROPERTY/CONSTRUCT FEE) |
| 2 | HUIZENGA CAPITAL MANAGEMENT, LLC 2215 York Road, Suite 500 Oak Brook, IL, 60523-4014 | $832,726,216 | 16 | 12 | A Percentage of AUM, Performance Based, Other (% OF COMMITMENT OR CONTRIBUTED CAPITAL, CONTINGENCY, TRANSACTION) |
| 3 | ROCK ISLAND CAPITAL 1415 W 22nd Street, Suite 1250 Oak Brook, IL, 60523 | $505,851,000 | 12 | 8 | A Percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS) |
| 4 | LANDMARK CAPITAL INC. 1100 Jorie Blvd, Suite 364, Oak Brook, IL, 60523-4415 | $254,355,496 | 313 | 4 | A Percentage of AUM, Hourly charges |
| 5 | INLAND INVESTMENT ADVISORS, LLC 2901 Butterfield Road, Oak Brook, IL, 60523 | $248,998,402 | 31 | 2 | A Percentage of AUM |
| 6 | NORTH BRANCH CAPITAL MANAGEMENT, L.P. 2215 York Road, Suite 420, Oak Brook, IL, 60523 | $234,300,000 | 4 | 7 | A Percentage of AUM, Performance Based |
| 7 | WATERSHED PRIVATE WEALTH LLC 1415 W. 22nd Street, Tower Floor Oak Brook, IL, 60523 | $185,752,598 | 350 | 3 | A Percentage of AUM |
| 8 | STONEBRIDGE WEALTH MANAGEMENT LLC 1010 Jorie Blvd, Suite 144 Oak Brook, IL, 60523 | $181,789,643 | 889 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 9 | TALL PINES CAPITAL, LLC 1010 Jorie Blvd., Suite 144 Oak Brook, IL, 60523 | $18,796,773 | 65 | 2 | A Percentage of AUM, Performance Based |
| 10 | INVESTMENT CONSULTING SERVICES, LLC 2215 York Road, Suite 206 Oak Brook, IL, 60523 | $0 | 0 | 6 | Fixed Fees, Other (POOLED EMPLOYER PLAN CLIENTS-ASSET BASED FEES) |
Information on Top Retirement Planning firms in Oak Brook, Illinois
QualificationsFirm CRD# 170207
Assets Under Management $1,301,500,000
No. Of Clients8
Clients Per Financial Advisor1
JVM CAPITAL L.L.C. is a financial advisory firm situated in Oak Brook, Illinois. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Commission Based
- Performance Based
- Other (TRANSACT
- ADMIN
- GUARANTY
- FINANCING
- AM
- PROPERTY/CONSTRUCT FEE)
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 156524
Assets Under Management $832,726,216
No. Of Clients16
Clients Per Financial Advisor1
HUIZENGA CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Oak Brook, Illinois. With a nearly $833M assets under management, the firm specializes in crafting personalized retirement planning solutions for 16 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
- Other (% OF COMMITMENT OR CONTRIBUTED CAPITAL
- CONTINGENCY
- TRANSACTION)
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 161623
Assets Under Management $505,851,000
No. Of Clients12
Clients Per Financial Advisor2
ROCK ISLAND CAPITAL is a financial advisory firm situated in Oak Brook, Illinois. With a nearly $506M 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
- Performance Based
- Other (SEE SCHEDULE D - MISCELLANEOUS)
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 123526
Assets Under Management $254,355,496
No. Of Clients313
Clients Per Financial Advisor78
LANDMARK CAPITAL INC. is a financial advisory firm situated in Oak Brook, Illinois. With a nearly $254M assets under management, the firm specializes in crafting personalized retirement planning solutions for 313 clients. The team consists of 4 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
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 109933
Assets Under Management $248,998,402
No. Of Clients31
Clients Per Financial Advisor16
INLAND INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Oak Brook, Illinois. With a nearly $249M assets under management, the firm specializes in crafting personalized retirement planning solutions for 31 clients. The team consists of 2 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
- Portfolio Management for Business
QualificationsFirm CRD# 307344
Assets Under Management $234,300,000
No. Of Clients4
Clients Per Financial Advisor1
NORTH BRANCH CAPITAL MANAGEMENT, L.P. is a financial advisory firm situated in Oak Brook, Illinois. With a nearly $234M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 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
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 316408
Assets Under Management $185,752,598
No. Of Clients350
Clients Per Financial Advisor117
WATERSHED PRIVATE WEALTH LLC is a financial advisory firm situated in Oak Brook, Illinois. With a nearly $186M assets under management, the firm specializes in crafting personalized retirement planning solutions for 350 clients. The team consists of 3 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
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 285693
Assets Under Management $181,789,643
No. Of Clients889
Clients Per Financial Advisor222
STONEBRIDGE WEALTH MANAGEMENT LLC is a financial advisory firm situated in Oak Brook, Illinois. With a nearly $182M assets under management, the firm specializes in crafting personalized retirement planning solutions for 889 clients. The team consists of 4 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
QualificationsFirm CRD# 286089
Assets Under Management $18,796,773
No. Of Clients65
Clients Per Financial Advisor33
TALL PINES CAPITAL, LLC is a financial advisory firm situated in Oak Brook, Illinois. With a nearly $19M assets under management, the firm specializes in crafting personalized retirement planning solutions for 65 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
QualificationsFirm CRD# 122064
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
INVESTMENT CONSULTING SERVICES, LLC is a financial advisory firm situated in Oak Brook, Illinois. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Fixed Fees
- Other (POOLED EMPLOYER PLAN CLIENTS-ASSET BASED FEES)
Financial Planning Services
- Pension Consulting Services
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