John Henek
CRD Number: 5908472Current Firm: Quantum Capital Investments, Inc.
Compensation Model: Fee Only
John Henek, (CRD# 5908472) is a Fiduciary Advisor and principal at Quantum Capital Investments, Inc. in River Forest, IL and has over 10 years of experience in the finance industry. Quantum specializes in reducing taxes for business owners and individuals and lowering investment fees in IRAs and 401ks and lowering taxes in taxable investment accounts. We include financial planning and tax planning as part of our low, flat fee.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
Company Name | Location | Dates | Years |
---|---|---|---|
Quantum Capital Investments | Elmwood Park, IL | Apr 2010 - Current | 13 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | May 2011 |
- IL
-
Total Assets Under Management95MILLIONS
-
Total Number of Accounts240ACCOUNTS
-
Average Account Value$395,833
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
IL
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.