Balasa Dinverno Foltz LLC

Balasa Dinverno Foltz LLC (CRD# 113630) is a financial advisory firm headquartered in Itasca, IL. They manage $3,071,925,966 in 4,665 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,072
    MILLION
  • Total Number of Accounts
    4,665
    ACCOUNTS
  • Average Account Value
    $658,505
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
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.

AZ, CA, CO, FL, GA, IA, IL, IN, LA, MA, MI, MN, NC, NY, OH, PA, SC, TX, VA, WI

Financial Advisors at Balasa Dinverno Foltz LLC
Showing 1 - 10 of 31 top financial advisors.
1
Mark E. Balasa
CRD#: 1435616
500 Park Boulevard, Suite 1400, Itasca, IL 60143
96
Wealthminder
score

Mark Balasa (CRD# 1435616) is an Investment Advisor Representative working at Balasa Dinverno Foltz LLC in Itasca, IL and has over 25 years of experience in the finance industry. Mark Balasa 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
Julie L. Bucaro
CRD#: 4303206
500 Park Boulevard, Suite 1400, Itasca, IL 60143
96
Wealthminder
score

Julie Bucaro (CRD# 4303206) is an Investment Advisor Representative working at Balasa Dinverno Foltz LLC in Itasca, IL and has over 15 years of experience in the finance industry. Julie Bucaro 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.

3
Chad D. Carlson
CRD#: 4711070
500 Park Boulevard, Suite 1400, Itasca, IL 60143
96
Wealthminder
score

Chad Carlson (CRD# 4711070) is an Investment Advisor Representative working at Balasa Dinverno Foltz LLC in Itasca, IL and has over 12 years of experience in the finance industry. Chad Carlson 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.

4
Nicholas C. Cosky
CRD#: 5594728
500 Park Boulevard, Suite 1400, Itasca, IL 60143
96
Wealthminder
score

Nicholas Cosky (CRD# 5594728) is an Investment Advisor Representative working at Balasa Dinverno Foltz LLC in Itasca, IL and has over 8 years of experience in the finance industry. Nicholas Cosky 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
Armond A. Dinverno
CRD#: 1500617
500 Park Boulevard, Suite 1400, Itasca, IL 60143
96
Wealthminder
score

Armond Dinverno (CRD# 1500617) is an Investment Advisor Representative working at Balasa Dinverno Foltz LLC in Itasca, IL and has over 24 years of experience in the finance industry. Armond Dinverno 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.

6
Michael C. Foltz
CRD#: 1457668
500 Park Boulevard, Suite 1400, Itasca, IL 60143
96
Wealthminder
score

Michael Foltz (CRD# 1457668) is an Investment Advisor Representative working at Balasa Dinverno Foltz LLC in Itasca, IL and has over 28 years of experience in the finance industry. Michael Foltz 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.

7
Heather L. Locus
CRD#: 2692656
500 Park Boulevard, Suite 1400, Itasca, IL 60143
96
Wealthminder
score

Heather Locus (CRD# 2692656) is an Investment Advisor Representative working at Balasa Dinverno Foltz LLC in Itasca, IL and has over 20 years of experience in the finance industry. Heather Locus 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.

8
Matthew S. Mikula
CRD#: 3046629
500 Park Boulevard, Suite 1400, Itasca, IL 60143
96
Wealthminder
score

Matthew Mikula (CRD# 3046629) is an Investment Advisor Representative working at Balasa Dinverno Foltz LLC in Itasca, IL and has over 17 years of experience in the finance industry. Matthew Mikula 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.

9
Charles T. Neff
CRD#: 2205777
500 Park Boulevard, Suite 1400, Itasca, IL 60143
96
Wealthminder
score

Charles Neff (CRD# 2205777) is an Investment Advisor Representative working at Balasa Dinverno Foltz LLC in Itasca, IL and has over 24 years of experience in the finance industry. Charles Neff 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.

10
Gary K. Pattengale
CRD#: 3043734
500 Park Boulevard, Suite 1400, Itasca, IL 60143
96
Wealthminder
score

Gary Pattengale (CRD# 3043734) is an Investment Advisor Representative working at Balasa Dinverno Foltz LLC in Itasca, IL and has over 18 years of experience in the finance industry. Gary Pattengale 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.

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