Ryan Casaquite, financial advisor Lincolnshire IL

Ryan Casaquite

CRD Number: 6777089
Current Firm: Hedeker Wealth LLC

Ryan Casaquite (CRD# 6777089) is an Investment Advisor Representative working at Hedeker Wealth LLC in Lincolnshire, IL and has 1 year of experience in the finance industry.

Similar Advisors
Charles Melka, financial advisor Lincolnshire IL
Charles P. Melka
CRD# 2216510
Sequoia Wealth Management, LLC
Similar Advisors
Thomas Aagaard, financial advisor Lincolnshire IL
Thomas E. Aagaard
CRD# 5569194
Amplify Investments LLC
Similar Advisors
Michael Abbatacola, financial advisor Lincolnshire IL
Michael D. Abbatacola
CRD# 1955854
Cetera Investment Advisers LLC
Company Name Location Dates Years
Hedeker Wealth LLC Lincolnshire, IL Jun 2019 - Current 1
Hedeker Wealth LLC Lincolnshire, IL Jul 2018 - Current 2
Bmo Capital Markets Chicago, IL Feb 2016 - Jun 2018 2
Zazove Associates LLC Incline Village, NV Aug 2009 - Dec 2015 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2019
Contact Info for Ryan R. Casaquite
Phone Number: 847-913-5594
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    286
    MILLIONS
  • Total Number of Accounts
    662
    ACCOUNTS
  • Average Account Value
    $431,908
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

IL, TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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.