Burr Ridge Financial Planning

Burr Ridge Financial Planning (CRD# 124150) is a financial advisory firm headquartered in Burr Ridge, IL. They manage $23,950,000 in 10 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • 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.


Financial Advisors at Burr Ridge Financial Planning
Showing 1 - 1 of 1 top financial advisors.
Donna M. Cainkar
CRD#: 1334702
760 Village Center Drive, Suite 200, Burr Ridge, IL 60527

Donna Cainkar (CRD# 1334702) is an Investment Advisor Representative working at Burr Ridge Financial Planning in Burr Ridge, IL and has over 30 years of experience in the finance industry. Donna Cainkar 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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