Capital Securities Advisory Service

Capital Securities Advisory Service (CRD# 5606) is a financial advisory firm headquartered in Oak Brook, IL. They manage $10,000,000 in 50 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $200,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
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 Capital Securities Advisory Service
Showing 1 - 4 of 4 top financial advisors.
1
Stanley A. Klimek
CRD#: 271757
2021 Midwest Rd., Ste. 104, Oak Brook, IL 60523
93
Wealthminder
score

Stanley Klimek (CRD# 271757) is an Investment Advisor Representative working at Capital Securities Advisory Service in Oak Brook, IL and has over 36 years of experience in the finance industry.

2
Patrick H. McKernan
CRD#: 2235565
2021 Midwest Rd., Ste. 104, Oak Brook, IL 60523
93
Wealthminder
score

Patrick McKernan (CRD# 2235565) is an Investment Advisor Representative working at Capital Securities Advisory Service in Oak Brook, IL and has over 24 years of experience in the finance industry.

3
Andrea K. Romano
CRD#: 4271097
2021 Midwest Rd. Suite 104, Oak Brook, IL 60523
93
Wealthminder
score

Andrea Romano (CRD# 4271097) is an Investment Advisor Representative working at Capital Securities Advisory Service in Oak Brook, IL and has over 14 years of experience in the finance industry.

4
Jeffrey T. Seiberlich
CRD#: 2137623
2021 Midwest Rd., Ste. 104, Oak Brook, IL 60523
83
Wealthminder
score

Jeffrey Seiberlich (CRD# 2137623) is an Investment Advisor Representative working at Capital Securities Advisory Service in Oak Brook, IL and has over 25 years of experience in the finance industry.

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