Cla Financial Advisors, LLC

Cla Financial Advisors, LLC (CRD# 156438) is a financial advisory firm headquartered in Northbrook, IL. They manage $154,930,000 in 1,435 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    155
    MILLION
  • Total Number of Accounts
    1,435
    ACCOUNTS
  • Average Account Value
    $107,965
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
  • 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.

CA, FL, IL, NY

Financial Advisors at Cla Financial Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Dustin Kriengsak-Obhas
CRD#: 5181936
1432 Techny Road, Northbrook, IL 60062
96
Wealthminder
score

Dustin Kriengsak-Obhas (CRD# 5181936) is an Investment Advisor Representative working at Cla Financial Advisors, LLC in Northbrook, IL and has over 8 years of experience in the finance industry. Dustin Kriengsak-Obhas 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
Stephen P. O'hara
CRD#: 1298282
1432 Techny Road, Northbrook, IL 60062
96
Wealthminder
score

Stephen O'hara (CRD# 1298282) is an Investment Advisor Representative working at Cla Financial Advisors, LLC in Northbrook, IL and has over 28 years of experience in the finance industry. Stephen O'hara 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
Joel A. Fliegel
CRD#: 3179445
1432 Techny Road, Northbrook, IL 60062
93
Wealthminder
score

Joel Fliegel (CRD# 3179445) is an Investment Advisor Representative working at Cla Financial Advisors, LLC in Northbrook, IL and has over 17 years of experience in the finance industry.

4
Steven McGowan
CRD#: 6316819
1432 Techny Road, Northbrook, IL 60062
88
Wealthminder
score

Steven McGowan (CRD# 6316819) is an Investment Advisor Representative working at Cla Financial Advisors, LLC in Northbrook, IL and has over 2 years of experience in the finance industry.

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