Dale Costello, financial advisor Park Ridge IL

Dale Costello

CRD Number: 1797041
Current Firm: Avantax Advisory Services

Dale Costello (CRD# 1797041) is an Investment Advisor Representative working at Avantax Advisory Services in Park Ridge, IL and has over 32 years of experience in the finance industry. Dale Costello 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.

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Professional Designations
Company Name Location Dates Years
D.c. Cutter Arlington Heights, IL Sep 2021 - Current 2
Rozovics Wealth Management Park Ridge, IL Mar 2020 - Current 4
Avantax Investment Services, Inc. Park Ridge, IL Feb 2020 - Current 4
Avantax Advisory Services Park Ridge, IL Feb 2020 - Current 4
Avantax Insurance Agency, LLC Park Ridge, IL Feb 2020 - Current 4
R2 Fiscal Solutions, LLC Park Ridge, IL Jun 2018 - Current 5
Rozovics Group LLP Park Ridge, IL Jun 2018 - Current 5
Ad Banker & Company Overland Park, KS Oct 2006 - Current 17
Ad Banker And Company Overland Park, KS Oct 2006 - Current 17
Cetera Financial Specialists, LLC Schaumburg, IL Nov 2017 - Feb 2020 2
Cetera Investment Advisers, LLC Schaumburg, IL Oct 2017 - Feb 2020 2
Cetera Investment Services LLC St. Cloud, MN Dec 2015 - Jul 2017 1
Cetera Investment Advisers, LLC Lincolnwood, IL Dec 2015 - Jul 2017 1
Pnc Investmetns Park Ridge, IL Sep 2014 - Sep 2015 1
Lpl Financial LLC Mount Prospect, IL Sep 2013 - Aug 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1991
S65 NASAA Investment Advisors Law Examination Oct 2014
Contact Info for Dale B. Costello
Phone Number: 972-870-6000
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    30,968
    MILLIONS
  • Total Number of Accounts
    123,393
    ACCOUNTS
  • Average Account Value
    $250,972
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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