Susan Oleari, financial advisor Northbrook IL

Susan Oleari

CRD Number: 6660230
Current Firm: Trifecta Capital Advisors, LLC

Susan Oleari (CRD# 6660230) is an Investment Advisor Representative working at Trifecta Capital Advisors, LLC in Northbrook, IL and has over 2 years of experience in the finance industry.

Similar Advisors
Charles Melka, financial advisor Northbrook IL
Charles P. Melka
CRD# 2216510
Sequoia Wealth Management, LLC
Similar Advisors
Phillip Shaw, financial advisor Northbrook IL
Phillip R. Shaw
CRD# 6067744
Goldstone Financial Group, LLC
Similar Advisors
Gregory Reichold, financial advisor Northbrook IL
Gregory A. Reichold
CRD# 5648094
Highpoint Planning Partners
Company Name Location Dates Years
Trifecta Capital Advisors, LLC Northrbook, IL Jan 2022 - Current 2
Bmo Private Bank Chicago, IL Apr 2017 - Jan 2022 4
Bmo Private Bank Chicago, IL Jan 2016 - Apr 2017 1
Bmo Private Bank Winnetka, IL Sep 2014 - Dec 2015 1
Bmo Harris Bank Winnetka, IL Jan 2013 - Aug 2014 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2021
Contact Info for Susan G. Oleari
Phone Number: 1-847-495-2464
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    568
    MILLIONS
  • Total Number of Accounts
    341
    ACCOUNTS
  • Average Account Value
    $1,664,538
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, IL, LA, TX, WI

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 derived from SEC.gov data covering 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.

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.