Edge Financial Advisors, LLC

Edge Financial Advisors, LLC (CRD# 136426) is a financial advisory firm headquartered in Wheaton, IL. They manage $230,215,680 in 465 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    230
    MILLION
  • Total Number of Accounts
    465
    ACCOUNTS
  • Average Account Value
    $495,087
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based 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
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, MN, NC, WI

Financial Advisors at Edge Financial Advisors, LLC
Showing 1 - 6 of 6 top financial advisors.
1
James L. Alexander
CRD#: 5718392
1776 South Naperville Rd, Suite 102a, Wheaton, IL 60189

James Alexander (CRD# 5718392) is an Investment Advisor Representative working at Edge Financial Advisors, LLC in Wheaton, IL and has over 10 years of experience in the finance industry.

2
Nathan L. Bosek
CRD#: 5877081
400 1st. S, Suite 600, St. Cloud, MN 56301

Nathan Bosek (CRD# 5877081) is an Investment Advisor Representative working at Edge Financial Advisors, LLC in St. Cloud, MN and has over 9 years of experience in the finance industry.

3
Christopher A. Marr
CRD#: 3007251
Raleigh, NC

Christopher Marr (CRD# 3007251) is an Investment Advisor Representative working at Edge Financial Advisors, LLC in Raleigh, NC and has over 22 years of experience in the finance industry.

4
Edward J. Meek
CRD#: 2246630
1n141 County Farm Road, Suite 110, Winfield, IL 60190

Edward Meek (CRD# 2246630) is an Investment Advisor Representative working at Edge Financial Advisors, LLC in Winfield, IL and has over 28 years of experience in the finance industry. Edward Meek 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
Jeremy R. Schletz
CRD#: 6394313
Wheaton, IL 60189

Jeremy Schletz (CRD# 6394313) is an Investment Advisor Representative working at Edge Financial Advisors, LLC in Wheaton, IL and has over 6 years of experience in the finance industry.

6
John M. Smith
CRD#: 3110921
1n141 County Farm Road, Suite 110, Winfield, IL 60190

John Smith (CRD# 3110921) is an Investment Advisor Representative working at Edge Financial Advisors, LLC in Winfield, IL and has over 21 years of experience in the finance industry.

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