Clearwater Capital Partners

Clearwater Capital Partners (CRD# 139886) is a financial advisory firm headquartered in Hoffman Estates, IL. They manage $1,005,212,058 in 1,917 accounts and serve the financial needs of clients across 26 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,005
    MILLION
  • Total Number of Accounts
    1,917
    ACCOUNTS
  • Average Account Value
    $524,367
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.

AL, AZ, CA, CO, DE, FL, GA, IA, IL, IN, MA, MI, MN, NC, NE, NV, NY, OH, PA, SC, TN, TX, VA, WA, WI, WY

Financial Advisors at Clearwater Capital Partners
Showing 1 - 10 of 12 top financial advisors.
1
Austin C. Baron
CRD#: 6885063
2800 West Higgins Road, Suite 1025, Hoffman Estates, IL 60169

Austin Baron (CRD# 6885063) is an Investment Advisor Representative working at Clearwater Capital Partners in Hoffman Estates, IL and has over 3 years of experience in the finance industry. Austin Baron 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
Joshua M. Beachler
CRD#: 6521283
2800 West Higgins Road, Suite 1025, Hoffman Estates, IL 60169

Joshua Beachler (CRD# 6521283) is an Investment Advisor Representative working at Clearwater Capital Partners in Hoffman Estates, IL and has over 4 years of experience in the finance industry.

3
Tyler J. Beachler
CRD#: 5929206
2800 West Higgins Road, Suite 1025, Hoffman Estates, IL 60169

Tyler Beachler (CRD# 5929206) is an Investment Advisor Representative working at Clearwater Capital Partners in Hoffman Estates, IL and has over 9 years of experience in the finance industry.

4
Kevin G. Carani
CRD#: 6434005
2800 West Higgins Road, Suite 1025, Hoffman Estates, IL 60169

Kevin Carani (CRD# 6434005) is an Investment Advisor Representative working at Clearwater Capital Partners in Hoffman Estates, IL and has over 6 years of experience in the finance industry.

5
James F. Chapman
CRD#: 6085080
2800 West Higgins Road, Suite 1025, Hoffman Estates, IL 60169

James Chapman (CRD# 6085080) is an Investment Advisor Representative working at Clearwater Capital Partners in Hoffman Estates, IL and has over 7 years of experience in the finance industry.

6
John E. Chapman
CRD#: 1272721
2800 West Higgins Road, Suite 1025, Hoffman Estates, IL 60169

John Chapman (CRD# 1272721) is an Investment Advisor Representative working at Clearwater Capital Partners in Hoffman Estates, IL and has over 37 years of experience in the finance industry.

7
Gregory W. Davis
CRD#: 4293088
2800 West Higgins Road, Suite 1025, Hoffman Estates, IL 60169

Gregory Davis (CRD# 4293088) is an Investment Advisor Representative working at Clearwater Capital Partners in Hoffman Estates, IL and has over 6 years of experience in the finance industry. Gregory Davis 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.

8
Jeffrey P. Dehaan
CRD#: 5536686
2800 West Higgins Road, Suite 1025, Hoffman Estates, IL 60169

Jeffrey Dehaan (CRD# 5536686) is an Investment Advisor Representative working at Clearwater Capital Partners in Hoffman Estates, IL and has over 11 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.

9
Alan R. Krause
CRD#: 5126272
2800 West Higgins Road, Suite 1025, Hoffman Estates, IL 60169

Alan Krause (CRD# 5126272) is an Investment Advisor Representative working at Clearwater Capital Partners in Hoffman Estates, IL and has over 14 years of experience in the finance industry.

10
John W. Sleeting
CRD#: 5649371
2800 West Higgins Road, Suite 1025, Hoffman Estates, IL 60169

John Sleeting (CRD# 5649371) is an Investment Advisor Representative working at Clearwater Capital Partners in Hoffman Estates, IL and has over 12 years of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.