Philip Ridolphi, financial advisor Itasca IL
96 score

Philip Ridolphi

CRD Number: 5400702
Current Firm: Balasa Dinverno Foltz LLC

Philip Ridolphi (CRD# 5400702) is an Investment Advisor Representative working at Balasa Dinverno Foltz LLC in Itasca, IL and has over 10 years of experience in the finance industry. Philip Ridolphi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Robert Ellis, financial advisor Itasca IL
Robert K. Ellis
CRD# 871521
Ellis Wealth Advisors, LLC
Score
106
Similar Advisors
Allen Kutchins, financial advisor Itasca IL
Allen I. Kutchins
CRD# 4478796
Krd Financial
Score
106
Similar Advisors
Daniel Lockwood, financial advisor Itasca IL
Daniel A. Lockwood
CRD# 3080178
Waddell & Reed
Score
104
Professional Designations
Company Name Location Dates Years
Balasa Dinverno Foltz LLC Itasca, IL Jun 2012 - Current 5
Balasa Dinverno Foltz LLC Itasca, IL Apr 2008 - Current 9
Jp Morgan Chase Chicago, IL Aug 2007 - Apr 2008 < 1
Chase Investment Services Chicago, IL Aug 2007 - Apr 2008 < 1
Triton College Westchester, IL May 2007 - Aug 2007 < 1
Vito's Iowa City, IA Feb 2005 - May 2007 2
The University Of Iowa Iowa City, IA Aug 2003 - May 2007 3
Midwest Media Group Arlington Heights, IL May 2005 - Aug 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2007
Contact Info for Philip J. Ridolphi
Phone Number: 630-875-4900
Firm Website: http://www.bdfllc.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    3,072
    MILLIONS
  • Total Number of Accounts
    4,665
    ACCOUNTS
  • Average Account Value
    $658,505
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, CO, FL, GA, IA, IL, IN, LA, MA, MI, MN, NC, NY, OH, PA, SC, TX, VA, WI

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

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.

Disclosure

Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.