Athena Advisor Services, LLC

Athena Advisor Services, LLC (CRD# 150960) is a financial advisory firm headquartered in Des Plaines, IL. They manage $37,400,000 in 486 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    486
    ACCOUNTS
  • Average Account Value
    $76,955
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
  • 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.

IL, TX

Financial Advisors at Athena Advisor Services, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Brian C. Beasley
CRD#: 2530865
680 Lee Street, Des Plaines, IL 60016
93
Wealthminder
score

Brian Beasley (CRD# 2530865) is an Investment Advisor Representative working at Athena Advisor Services, LLC in Des Plaines, IL and has over 22 years of experience in the finance industry.

2
Thomas J. Stecich
CRD#: 5712835
680 Lee Street, Des Plaines, IL 60016
93
Wealthminder
score

Thomas Stecich (CRD# 5712835) is an Investment Advisor Representative working at Athena Advisor Services, LLC in Des Plaines, IL and has over 6 years of experience in the finance industry.

3
Daniel K. Stecich
CRD#: 2620912
680 Lee Street, Des Plaines, IL 60016
89
Wealthminder
score

Daniel Stecich (CRD# 2620912) is an Investment Advisor Representative working at Athena Advisor Services, LLC in Des Plaines, IL and has over 3 years of experience in the finance industry.

4
Daniel M. Alberth
CRD#: 3005947
680 Lee Street, Des Plaines, IL 60016
86
Wealthminder
score

Daniel Alberth (CRD# 3005947) is an Investment Advisor Representative working at Athena Advisor Services, LLC in Des Plaines, IL and has over 16 years of experience in the finance industry. Daniel Alberth 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.

5
Steven R. Shambora
CRD#: 2376072
680 Lee Street, Des Plaines, IL 60016
83
Wealthminder
score

Steven Shambora (CRD# 2376072) is an Investment Advisor Representative working at Athena Advisor Services, LLC in Des Plaines, IL and has over 22 years of experience in the finance industry.

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