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.
Waddell & Reed
Forum Financial Management, LP
|Capstone Financial Advisors, Inc.||Downers Grove, IL||Feb 2009 - Current||7|
|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
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