Coyle Financial Counsel, LLC

Coyle Financial Counsel, LLC (CRD# 110593) is a financial advisory firm headquartered in Glenview, IL. They manage $484,990,653 in 1,708 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    485
    MILLION
  • Total Number of Accounts
    1,708
    ACCOUNTS
  • Average Account Value
    $283,952
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
  • Selection of other advisers (including private fund managers)
  • 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.

CA, CO, FL, IL, IN, NE, NY, TX, VA, WI

Financial Advisors at Coyle Financial Counsel, LLC
Showing 1 - 10 of 10 top financial advisors.
1
Heather M. Coulter
CRD#: 4207040
2700 Patriot Blvd., Suite 440, Glenview, IL 60026
96
Wealthminder
score

Heather Coulter (CRD# 4207040) is an Investment Advisor Representative working at Coyle Financial Counsel, LLC in Glenview, IL and has over 17 years of experience in the finance industry. Heather Coulter 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
John R. Dragstrem
CRD#: 1490940
2700 Patriot Blvd., Suite 440, Glenview, IL 60026
96
Wealthminder
score

John Dragstrem (CRD# 1490940) is an Investment Advisor Representative working at Coyle Financial Counsel, LLC in Glenview, IL and has over 13 years of experience in the finance industry. John Dragstrem 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
Gary W. Klaben
CRD#: 1482457
2700 Patriot Drive, Suite 440, Glenview, IL 60026
96
Wealthminder
score

Gary Klaben (CRD# 1482457) is an Investment Advisor Representative working at Coyle Financial Counsel, LLC in Glenview, IL and has over 30 years of experience in the finance industry.

4
Jacqueline A. Murphy
CRD#: 1572945
2700 Patriot Blvd., Suite 440, Glenview, IL 60026
96
Wealthminder
score

Jacqueline Murphy (CRD# 1572945) is an Investment Advisor Representative working at Coyle Financial Counsel, LLC in Glenview, IL and has over 9 years of experience in the finance industry. Jacqueline Murphy 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.

5
Robert K. O'dell
CRD#: 1726217
2700 Patriot Blvd., Suite 440, Glenview, IL 60026
96
Wealthminder
score

Robert O'dell (CRD# 1726217) is an Investment Advisor Representative working at Coyle Financial Counsel, LLC in Glenview, IL and has over 21 years of experience in the finance industry. Robert O'dell 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.

6
Adam R. Blonsky
CRD#: 1215773
2700 Patriot Blvd., Suite 440, Glenview, IL 60026
93
Wealthminder
score

Adam Blonsky (CRD# 1215773) is an Investment Advisor Representative working at Coyle Financial Counsel, LLC in Glenview, IL and has over 23 years of experience in the finance industry.

7
Kevin T. Coyle
CRD#: 1877243
2700 Patriot Drive, Suite 440, Glenview, IL 60026
93
Wealthminder
score

Kevin Coyle (CRD# 1877243) is an Investment Advisor Representative working at Coyle Financial Counsel, LLC in Glenview, IL and has over 26 years of experience in the finance industry.

8
John G. Finley
CRD#: 5966230
2700 Patriot Blvd., Suite 440, Glenview, IL 60026
90
Wealthminder
score

John Finley (CRD# 5966230) is an Investment Advisor Representative working at Coyle Financial Counsel, LLC in Glenview, IL and has 1 year of experience in the finance industry.

9
Adam G. Kreysar
CRD#: 4695136
2700 Patriot Blvd., Suite 440, Glenview, IL 60026
89
Wealthminder
score

Adam Kreysar (CRD# 4695136) is an Investment Advisor Representative working at Coyle Financial Counsel, LLC in Glenview, IL and has over 4 years of experience in the finance industry.

10
Edward J. Kelly
CRD#: 1629002
2700 Patriot Drive, Suite 440, Glenview, IL 60026
86
Wealthminder
score

Edward Kelly (CRD# 1629002) is an Investment Advisor Representative working at Coyle Financial Counsel, LLC in Glenview, IL and has over 20 years of experience in the finance industry. Edward Kelly 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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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.