Brian Niksa, financial advisor Downers Grove IL
101 score

Brian Niksa

CRD 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.

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Professional Designations
Company Name Location Dates Years
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

Brian Niksa has no recent exams reported.
Contact Info for Brian M. Niksa
By the Numbers
  • Total Assets Under Management
    1,058
    MILLIONS
  • Total Number of Accounts
    1,993
    ACCOUNTS
  • Average Account Value
    $530,944
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IL, MD, TX

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BADGES
101
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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