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.
Skokie 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 Skokie, 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
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
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
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
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
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
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 | 5202 Old Orchard Road, Suite 160 Skokie, IL, 60077 | $928,296,710 | 1679 | 13 | A percentage of AUM |
2 | 5215 Old Orchard Road, Suite 850 Skokie, IL, 60077 | $495,663,683 | 635 | 8 | A percentage of AUM |
3 | 5202 Old Orchard Road, Suite 250 Skokie, IL, 60077 | $237,137,778 | 430 | 11 | A percentage of AUM |
4 | 9933 Lawler Ave., Suite 500, Skokie, IL, 60077-4302 | $180,465,357 | 391 | 3 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based |
5 | 4711 W Golf Road, Suite 402 Skokie, IL, 60076 | $128,583,840 | 525 | 4 | A percentage of AUM, Commission Based |
QualificationsFirm CRD# 137021
Assets Under Management $928,296,710
No. Of Clients1679
Clients Per Financial Advisor129
RAPPAPORT REICHES CAPITAL MANAGEMENT, is a financial advisory firm situated in Skokie, Illinois. With a nearly $928M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1679 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 117527
Assets Under Management $495,663,683
No. Of Clients635
Clients Per Financial Advisor79
SHANKERVALLEAU WEALTH ADVISORS, INC. is a financial advisory firm situated in Skokie, Illinois. With a nearly $496M assets under management, the firm specializes in crafting personalized retirement planning solutions for 635 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 118025
Assets Under Management $237,137,778
No. Of Clients430
Clients Per Financial Advisor39
UHLMANN INVESTMENT MANAGEMENT, L.L.C. is a financial advisory firm situated in Skokie, Illinois. With a nearly $237M assets under management, the firm specializes in crafting personalized retirement planning solutions for 430 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 110261
Assets Under Management $180,465,357
No. Of Clients391
Clients Per Financial Advisor130
HARBOUR FINANCIAL RESOURCES, LTD is a financial advisory firm situated in Skokie, Illinois. With a nearly $180M assets under management, the firm specializes in crafting personalized retirement planning solutions for 391 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 319408
Assets Under Management $128,583,840
No. Of Clients525
Clients Per Financial Advisor131
MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC is a financial advisory firm situated in Skokie, Illinois. With a nearly $129M assets under management, the firm specializes in crafting personalized retirement planning solutions for 525 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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