Dimeo Schneider & Associates LLC

Dimeo Schneider & Associates LLC (CRD# 106720) is a financial advisory firm headquartered in Chicago, IL. They manage $19,119,137,619 in 761 accounts and serve the financial needs of clients across 33 states (or territories).

By the Numbers
  • Total Assets Under Management
    19,119
    MILLION
  • Total Number of Accounts
    761
    ACCOUNTS
  • Average Account Value
    $25,123,703
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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.

AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NY, OH, PA, RI, TN, TX, VA, VT, WA, WI

Financial Advisors at Dimeo Schneider & Associates LLC
Showing 1 - 10 of 22 top financial advisors.
1
Jeffry D. Benoit
CRD#: 1481306
500 W. Madison Street, Suite 1700, Chicago, IL 60661

Jeffry Benoit (CRD# 1481306) is an Investment Advisor Representative working at Dimeo Schneider & Associates LLC in Chicago, IL and has over 33 years of experience in the finance industry.

2
Michael S. Benoit
CRD#: 1365875
500 W. Madison Street, Suite 1700, Chicago, IL 60661

Michael Benoit (CRD# 1365875) is an Investment Advisor Representative working at Dimeo Schneider & Associates LLC in Chicago, IL and has over 33 years of experience in the finance industry. Michael Benoit 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
Nicholas P. Breit
CRD#: 4419643
500 West Madison Street, Suite 1700, Chicago, IL 60661

Nicholas Breit (CRD# 4419643) is an Investment Advisor Representative working at Dimeo Schneider & Associates LLC in Chicago, IL and has over 17 years of experience in the finance industry. Nicholas Breit 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
Joseph S. Cortese
CRD#: 4675255
500 West Madison Street, Suite 1700, Chicago, IL 60661

Joseph Cortese (CRD# 4675255) is an Investment Advisor Representative working at Dimeo Schneider & Associates LLC in Chicago, IL and has over 17 years of experience in the finance industry.

5
Michael P. Degnan
CRD#: 6206859
1430 Spring Hill Road #320, Mclean, VA 22102

Michael Degnan (CRD# 6206859) is an Investment Advisor Representative working at Dimeo Schneider & Associates LLC in Mclean, VA and has 1 year of experience in the finance industry.

6
Colleen A. Dumke
CRD#: 6085421
500 West Madison Street, Suite 1700, Chicago, IL 60661

Colleen Dumke (CRD# 6085421) is an Investment Advisor Representative working at Dimeo Schneider & Associates LLC in Chicago, IL and has 1 year of experience in the finance industry. Colleen Dumke 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.

7
Sheena Effendi
CRD#: 4450630
1430 Spring Hill Road #320, Mclean, VA 22102

Sheena Effendi (CRD# 4450630) is an Investment Advisor Representative working at Dimeo Schneider & Associates LLC in Mclean, VA and has over 18 years of experience in the finance industry.

8
Michael P. Emerson
CRD#: 5539628
500 West Madison Street, Suite 1700, Chicago, IL 60661

Michael Emerson (CRD# 5539628) is an Investment Advisor Representative working at Dimeo Schneider & Associates LLC in Chicago, IL and has over 6 years of experience in the finance industry. Michael Emerson 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
Ahmed O. Farruk
CRD#: 2770031
1430 Spring Hill Road #320, Mclean, VA 22102

Ahmed Farruk (CRD# 2770031) is an Investment Advisor Representative working at Dimeo Schneider & Associates LLC in Mclean, VA and has over 17 years of experience in the finance industry.

10
Jonathon J. Fellows
CRD#: 2462931
500 West Madison Street, Suite 1700, Chicago, IL 60661

Jonathon Fellows (CRD# 2462931) is an Investment Advisor Representative working at Dimeo Schneider & Associates LLC in Chicago, IL and has over 26 years of experience in the finance industry.

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