Ctr Financial

Ctr Financial (CRD# 281401) is a financial advisory firm headquartered in Lincolnshire, IL. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • 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 Ctr Financial
Showing 1 - 1 of 1 top financial advisors.
1
Ryan M. McGuinness
CRD#: 6580220
250 Parkway Drive, Suite 150, Lincolnshire, IL 60069
94
Wealthminder
score

At CTR Financial, we are your Personal CFO. We partner with you to create a financial solution customized for the financial complexities of Business Owners and Corporate Leaders. We offer objective advice without hidden fees. It is our duty as fiduciaries to put your interests first and we take it very seriously.

 

Prior to forming CTR Financial, Ryan was a senior finance leader at two Fortune 500 financial services firms.  He has experience leading teams in the management of $150M+ operating budgets and is known as someone who can distill complex financial data into simple to use information for senior executives.

 

At his former employer, Ryan engaged in numerous discussions with senior executives about  their retirement plans and helped them analyze how interest rate changes would impact the payouts of their pensions.  The more conversations he had, the more he realized that these brilliant and busy executives needed personalized and professional financial advice.  With the support of his wife, Stephanie and daughter, Samantha, Ryan took the risk and started CTR Financial to help these executives meet their financial goals.

 

Ryan has an MBA from the Northwestern University’s Kellogg School of Management and a Bachelor’s of Science in Finance from Northern Illinois University.

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