Brian NiksaCRD Number: 6314089
Current Firm: Capstone Financial Advisors Inc.
Compensation Model: Fee Only
Brian Niksa (CRD# 6314089) is an Investment Advisor Representative working at Capstone Financial Advisors Inc. in Downers Grove, IL since 2009. Brian is a Certified Financial Planner (CFP®) providing comprehensive financial, tax and estate planning services to high net worth professionals, families and business owners. He focuses on providing unbiased, pro-active, comprehensive financial planning and has experience working with a variety of clients including physicians, corporate executives, business owners and retirees. In addition to financial planning, Brian has also worked in the financial valuation industry and has experience consulting for local Chicago-area businesses and real estate developers
Specialties: Corporate Long Term Incentive Planning, Income Tax Planning, Divorce and Retirement Matters, Estates and Trusts.
Ellis Wealth Advisors, LLC
Waddell & Reed
|Capstone Financial Advisors, Inc.||Downers Grove, IL||Feb 2009 - Current||8|
|Self Employed||Chicago, IL||Jun 2007 - Jan 2009||1|
|Huron Consulting Group||Chicago, IL||Jul 2005 - May 2007||1|
Total Assets Under Management1,058MILLIONS
Total Number of Accounts1,993ACCOUNTS
Average Account Value$530,944
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, FL, IL, MD, TX
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.