Chicago Investment Advisory Council, Inc.

Chicago Investment Advisory Council, Inc. (CRD# 123243) is a financial advisory firm headquartered in Saint Charles, IL. They manage $58,202,104 in 930 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    58
    MILLION
  • Total Number of Accounts
    930
    ACCOUNTS
  • Average Account Value
    $62,583
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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

Financial Advisors at Chicago Investment Advisory Council, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
John E. Davis
CRD#: 2753428
1601 E. Main St., Ste. 1c, Saint Charles, IL 60174
93
Wealthminder
score

John Davis (CRD# 2753428) is an Investment Advisor Representative working at Chicago Investment Advisory Council, Inc. in Saint Charles, IL and has over 21 years of experience in the finance industry.

2
Michael J. Fulkerson
CRD#: 4553229
1601 E. Main St., Ste. 1c, Saint Charles, IL 60174
93
Wealthminder
score

Michael Fulkerson (CRD# 4553229) is an Investment Advisor Representative working at Chicago Investment Advisory Council, Inc. in Saint Charles, IL and has over 15 years of experience in the finance industry.

3
John A. Michalak
CRD#: 4293554
1601 E. Main St., Ste. 1c, Saint Charles, IL 60174
93
Wealthminder
score

John Michalak (CRD# 4293554) is an Investment Advisor Representative working at Chicago Investment Advisory Council, Inc. in Saint Charles, IL and has over 17 years of experience in the finance industry.

4
Bradley R. Saurbaugh
CRD#: 4871367
1601 E. Main St., Ste. 1c, Saint Charles, IL 60174
93
Wealthminder
score

Bradley Saurbaugh (CRD# 4871367) is an Investment Advisor Representative working at Chicago Investment Advisory Council, Inc. in Saint Charles, IL and has over 12 years of experience in the finance industry.

5
Bruce A. Forsberg
CRD#: 6649699
1601 E. Main St., Ste. 1c, Saint Charles, IL 60174
90
Wealthminder
score

Bruce Forsberg (CRD# 6649699) is an Investment Advisor Representative working at Chicago Investment Advisory Council, Inc. in Saint Charles, IL and has 1 year of experience in the finance industry.

6
Mark G. Wano
CRD#: 4147325
1601 E. Main St., Ste. 1c, Saint Charles, IL 60174
90
Wealthminder
score

Mark Wano (CRD# 4147325) is an Investment Advisor Representative working at Chicago Investment Advisory Council, Inc. in Saint Charles, IL and has over 5 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.