Arbor Financial Services, LLC

Arbor Financial Services, LLC (CRD# 150713) is a financial advisory firm headquartered in Downers Grove, IL. They manage $67,000,000 in 557 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    67
    MILLION
  • Total Number of Accounts
    557
    ACCOUNTS
  • Average Account Value
    $120,287
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, FL, IL, IN, TX, WI

Financial Advisors at Arbor Financial Services, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Peter C. Claeys
CRD#: 1631691
2001 Butterfield Road; Suite 500, Downers Grove, IL 60515
96
Wealthminder
score

Peter Claeys (CRD# 1631691) is an Investment Advisor Representative working at Arbor Financial Services, LLC in Downers Grove, IL and has over 29 years of experience in the finance industry. Peter Claeys 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.

2
Wayne R. Riegler
CRD#: 1088585
2001 Butterfield Road; Suite 500, Downers Grove, IL 60515
96
Wealthminder
score

Wayne Riegler (CRD# 1088585) is an Investment Advisor Representative working at Arbor Financial Services, LLC in Downers Grove, IL and has over 21 years of experience in the finance industry.

3
Jacqueline K. Parker
CRD#: 4264462
2001 Butterfield Road; Suite 500, Downers Grove, IL 60515
93
Wealthminder
score

Jacqueline Parker (CRD# 4264462) is an Investment Advisor Representative working at Arbor Financial Services, LLC in Downers Grove, IL and has over 9 years of experience in the finance industry.

4
Paul B. Beran
CRD#: 6230066
2001 Butterfield Road; Suite 500, Downers Grove, IL 60515
89
Wealthminder
score

Paul Beran (CRD# 6230066) is an Investment Advisor Representative working at Arbor Financial Services, LLC in Downers Grove, IL and has over 3 years of experience in the finance industry.

5
Andrew J. Krajewski
CRD#: 6227659
2001 Butterfield Road; Suite 500, Downers Grove, IL 60515
87
Wealthminder
score

Andrew Krajewski (CRD# 6227659) is an Investment Advisor Representative working at Arbor Financial Services, LLC in Downers Grove, IL and has 1 year of experience in the finance industry.

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