Edge Financial Advisors, LLC

Edge Financial Advisors, LLC (CRD# 136426) is a financial advisory firm headquartered in Wheaton, IL. They manage $362,444,246 in 1,035 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    362
    MILLION
  • Total Number of Accounts
    1,035
    ACCOUNTS
  • Average Account Value
    $350,188
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
The map below shows states where this firm has explicit registration only.

AZ, FL, IL, MN, WI

Financial Advisors at Edge Financial Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
James L. Alexander
CRD#: 5718392
111 West Wesley Street, Suite 1, Wheaton, IL 60187

James Alexander (CRD# 5718392) is an Investment Advisor Representative working at Edge Financial Advisors, LLC in Wheaton, IL and has over 13 years of experience in the finance industry.

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

Nathan Bosek (CRD# 5877081) is an Investment Advisor Representative working at Edge Financial Advisors, LLC in Saint Cloud, MN and has over 13 years of experience in the finance industry.

3
Edward J. Meek
CRD#: 2246630
1776 S. Naperville Road, Suite 102a, Wheaton, IL 60189

Edward Meek (CRD# 2246630) is an Investment Advisor Representative working at Edge Financial Advisors, LLC in Wheaton, IL and has over 31 years of experience in the finance industry.

4
Jeremy R. Schletz
CRD#: 6394313
111 West Wesley Street, Suite 1, Wheaton, IL 60187

Jeremy Schletz (CRD# 6394313) is an Investment Advisor Representative working at Edge Financial Advisors, LLC in Wheaton, IL and has over 9 years of experience in the finance industry.

5
John M. Smith
CRD#: 3110921
1776 S. Naperville Road, Suite 102a, Wheaton, IL 60189

John Smith (CRD# 3110921) is an Investment Advisor Representative working at Edge Financial Advisors, LLC in Wheaton, IL and has over 25 years of experience in the finance industry.

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