Vanessa Aldape, financial advisor Orland Park IL
90 score

Vanessa Aldape

CRD Number: 5967528
Current Firm: Opus Wealth Management Group

Vanessa Aldape (CRD# 5967528) is an Investment Advisor Representative working at Opus Wealth Management Group in Orland Park, IL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Opus Wealth Management Group Dba Megent Financial Orland Park, IL Nov 2016 - Current 1
Lpl Financial, LLC Orland Park, IL Nov 2016 - Current 1
Metlife Securities Orland Park, IL Jun 2015 - Nov 2016 1
Waddell & Reed, Inc. Orland Park, IL Mar 2013 - Jun 2015 2
Various Insurance Carriers For W & R Insurance Agencies Orland Park, IL Mar 2013 - Jun 2015 2
Metlife Securities, Inc. Orland Park, IL Jul 2011 - Mar 2013 1
Marquette Bank Orland Park, IL Nov 2009 - Jul 2011 1
Unemployed Orland Park, IL Sep 2009 - Nov 2009 < 1
Charlotte Russe Bolingbrook, IL Oct 2005 - Sep 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2013
S65 NASAA Investment Advisors Law Examination Jun 2013
Contact Info for Vanessa Aldape
Phone Number: (331) 777-9900
Firm Website:
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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