Bsc Private Wealth Management, LLC

Bsc Private Wealth Management, LLC (CRD# 139886) is a financial advisory firm headquartered in Elgin, IL. They manage $363,321,716 in 1,109 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    363
    MILLION
  • Total Number of Accounts
    1,109
    ACCOUNTS
  • Average Account Value
    $327,612
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
  • Educational seminars/workshops
  • 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.

CA, FL, IL, MI, NE, TX, WI

Financial Advisors at Bsc Private Wealth Management, LLC
Showing 1 - 10 of 16 top financial advisors.
1
Jeffrey P. Dehaan
CRD#: 5536686
1752 Capital Street, Suite 400, Elgin, IL 60124
96
Wealthminder
score

Jeffrey Dehaan (CRD# 5536686) is an Investment Advisor Representative working at Bsc Private Wealth Management, LLC in Elgin, IL and has over 7 years of experience in the finance industry. Jeffrey Dehaan 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
Steven D. Garrels
CRD#: 5251697
1752 Capital Street, Suite 400, Elgin, IL 60124
93
Wealthminder
score

Steven Garrels (CRD# 5251697) is an Investment Advisor Representative working at Bsc Private Wealth Management, LLC in Elgin, IL and has over 10 years of experience in the finance industry.

3
Alan R. Krause
CRD#: 5126272
1752 Capital Street, Suite 400, Elgin, IL 60124
93
Wealthminder
score

Alan Krause (CRD# 5126272) is an Investment Advisor Representative working at Bsc Private Wealth Management, LLC in Elgin, IL and has over 9 years of experience in the finance industry.

4
Vicki M. Michalski
CRD#: 5512150
1752 Capital Street, Suite 400, Elgin, IL 60124
93
Wealthminder
score

Vicki Michalski (CRD# 5512150) is an Investment Advisor Representative working at Bsc Private Wealth Management, LLC in Elgin, IL and has over 10 years of experience in the finance industry.

5
Kelly J. Pargman
CRD#: 5126259
1752 Capital Street, Suite 400, Elgin, IL 60124
93
Wealthminder
score

Kelly Pargman (CRD# 5126259) is an Investment Advisor Representative working at Bsc Private Wealth Management, LLC in Elgin, IL and has over 10 years of experience in the finance industry.

6
Matthew J. Schambach
CRD#: 5512152
1752 Capital Street, Suite 400, Elgin, IL 60124
93
Wealthminder
score

Matthew Schambach (CRD# 5512152) is an Investment Advisor Representative working at Bsc Private Wealth Management, LLC in Elgin, IL and has over 9 years of experience in the finance industry.

7
John W. Sleeting
CRD#: 5649371
1752 Capital Street, Suite 400, Elgin, IL 60124
93
Wealthminder
score

John Sleeting (CRD# 5649371) is an Investment Advisor Representative working at Bsc Private Wealth Management, LLC in Elgin, IL and has over 7 years of experience in the finance industry.

8
Pauline J. Staab
CRD#: 5126263
1752 Capital Street, Suite 400, Elgin, IL 60124
93
Wealthminder
score

Pauline Staab (CRD# 5126263) is an Investment Advisor Representative working at Bsc Private Wealth Management, LLC in Elgin, IL and has over 10 years of experience in the finance industry.

9
Jennifer M. Stelzer
CRD#: 5512143
1752 Capital Street, Suite 400, Elgin, IL 60124
93
Wealthminder
score

Jennifer Stelzer (CRD# 5512143) is an Investment Advisor Representative working at Bsc Private Wealth Management, LLC in Elgin, IL and has over 10 years of experience in the finance industry.

10
Tyler J. Beachler
CRD#: 5929206
1752 Capital Street, Suite 400, Elgin, IL 60124
90
Wealthminder
score

Tyler Beachler (CRD# 5929206) is an Investment Advisor Representative working at Bsc Private Wealth Management, LLC in Elgin, IL and has over 4 years of experience in the finance industry.

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