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VERIFIEDMichael Cirelli
SAI Financial Services
27575 Ferry Road
Suite 100
Warrenville, IL 60555
630-615-8289
About SAI Financial Services
SAI Financial Services is a comprehensive financial planning firm that has been in business since
1985. Jeff Scheithe, CFP and Michael Cirelli are the principal partners at SAI Financial Services
with a complete service team behind them to care for their clients needs.
Jeff and Michael are fiduciaries, which means we put the interests of our clients before our own.
Jeff has been a Certified Financial Planner for over 20 years and Michael has completed all of
his coursework for the CFP and plans to sit for the exam in early 2020.
SAI Financial Services is located in Warrenville, IL and we also have a second office location in
Wheaton, IL.
See Disclosures
General Information
Firm Start Year
1985
No. of Employees
5-9
CRD#
6492810
Firm CRD#
23131
Insurance License#
17887590
Name of Broker/Dealer
Osaic Wealth
Name of Custodial Firm
Pershing LLC
States Licensed in
AK, AL, AZ, CA, CO, FL, GA, IA, IL, IN, KY, MA, MI, MN, MO, NC, ND, NJ, NM, NV, NY, OH, PA, SC, SD, TX, UT, WA, WI, WY
Years of Experience in Financial Services
10
Number of Years with Current Firm
8
Work Experience
I began trading in the equity markets full time in 2008. I then took my series 7 and series 66 exams in 2015 to become a fully licensed financial advisor. I'm an independent financial advisor which means I and my team are not beholden to any large bank or investment firm. We make decisions for our clients that are solely in their best interest.
Work with the following types of clients
Non-Profit Organizations, Individual Investors, Businesses
Advisory Services Provided
Tax Advice and Services, Legal Advice and Services, Financial Planning for Businesses, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning
Services
Investment Types
Mutual Funds, Bonds, Stocks, Annuities, Insurance, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
Can meet clients in the following ways
Your Office, Video Conference, Our Office, Phone, Email
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Qualifications & Membership
Certifications, Accreditations & Designations
CTS®
Securities Licenses
Series 7, Series 66
Insurance and Annuity Licenses
Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Disability
Firm Information
Firm's Number of Clients
135
Firm's Number of Planning Clients
105
Firm's Number of Managed Clients
95
Assets Managed by Firm
$170 Million
Advisor's Number of Clients
85
Advisor's Number of Planning Clients
85
Assets Managed by Advisor
$200,000,000
Compensation and Fees
Fee Structure
Fee-Based
Compensation Methods
Flat Fee, Hourly, Based on Assets
Fee % Based on Assets
1%
Additional Details on Charges
I email all potential clients a Financial Planning Menu of Services which will detail all of the services I make available to you and it gives you an exact dollar amount or annual percentage for working with me. Transparency is my number one priority.
Education
Bachelors in Economics -
Illinois State University
Disclaimer
Michael Cirelli is an Investment Advisory Representative offering Securities and Advisory Services through Osaic Wealth, Member FINRA ,/SIPC and a Registered Investment Advisor. Insurance services offered through SAI Financial Services, Inc. and Advisor Edge Financial Group Ltd. are not affiliated with Osaic Wealth. SAI Tax Solutions LLC is not affiliated with Oasic Wealth. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.