D3 Financial Counselors LLC

D3 Financial Counselors LLC (CRD# 123600) is a financial advisory firm headquartered in Downers Grove, IL. They manage $144,000,000 in 130 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    144
    MILLION
  • Total Number of Accounts
    130
    ACCOUNTS
  • Average Account Value
    $1,107,692
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
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 D3 Financial Counselors LLC
Showing 1 - 5 of 5 top financial advisors.
1
Donald D. Duncan
CRD#: 2180060
Downers Grove, IL
100
Wealthminder
score

Donald Duncan (CRD# 2180060) is an Investment Advisor Representative working at D3 Financial Counselors LLC in Downers Grove, IL and has over 19 years of experience in the finance industry.

2
Adam J. Glassberg
CRD#: 5938760
5151 Mochel Drive, Suite 301, Downers Grove, IL 60515
97
Wealthminder
score

Adam Glassberg (CRD# 5938760) is an Investment Advisor Representative working at D3 Financial Counselors LLC in Downers Grove, IL and has 7 years of experience in the finance industry. Adam Glassberg has taken additional exams to become a Certified Financial Planner (CFP®)

 

Adam is a NAPFA registered financial planner, and specializes in working with medical professionals, and has been conducting seminars for graduating medical school and dental school students on debt reduction and wealth accumulation strategies at the University of Illinois at Chicago. 

3
Michael H. Smith
CRD#: 4056682
5151 Mochel Drive, Suite 301, Downers Grove, IL 60515
96
Wealthminder
score

Michael Smith (CRD# 4056682) is an Investment Advisor Representative working at D3 Financial Counselors LLC in Downers Grove, IL and has over 16 years of experience in the finance industry. Michael Smith 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.

4
Brett A. Spencer
CRD#: 6384953
5151 Mochel Drive, Suite 301, Downers Grove, IL 60515
90
Wealthminder
score

Brett Spencer (CRD# 6384953) is an Investment Advisor Representative working at D3 Financial Counselors LLC in Downers Grove, IL and has 1 year of experience in the finance industry. Brett Spencer 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
Sharon R. Wallyn
CRD#: 6282396
5151 Mochel Drive, Suite 301, Downers Grove, IL 60515
89
Wealthminder
score

Sharon Wallyn (CRD# 6282396) is an Investment Advisor Representative working at D3 Financial Counselors LLC in Downers Grove, IL and has over 2 years of experience in the finance industry.

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