Evanston Advisors

Evanston Advisors (CRD# 106269) is a financial advisory firm headquartered in Schaumburg, IL. They manage $578,682,644 in 728 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    579
    MILLION
  • Total Number of Accounts
    728
    ACCOUNTS
  • Average Account Value
    $794,894
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • Selection of other advisers (including private fund managers)
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 Evanston Advisors
Showing 1 - 8 of 8 top financial advisors.
1
Jeffrey J. Cismoski
CRD#: 5859547
1300 E. Woodfield Road, #300, Schaumburg, IL 60173
96
Wealthminder
score

Jeffrey Cismoski (CRD# 5859547) is an Investment Advisor Representative working at Evanston Advisors in Schaumburg, IL and has over 6 years of experience in the finance industry. Jeffrey Cismoski 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.

2
Keith W. Cantrell
CRD#: 2363068
,
93
Wealthminder
score

Keith Cantrell (CRD# 2363068) is an Investment Advisor Representative working at Evanston Advisors in , and has over 25 years of experience in the finance industry.

3
David D. Jackson
CRD#: 4382666
1300 Woodfield Road, Suite 300, Schaumburg, IL 60173
93
Wealthminder
score

David Jackson (CRD# 4382666) is an Investment Advisor Representative working at Evanston Advisors in Schaumburg, IL and has over 15 years of experience in the finance industry.

4
Dominic J. Messina
CRD#: 5868783
1300 Woodfield Road, Suite 300, Schaumburg, IL 60173
93
Wealthminder
score

Dominic Messina (CRD# 5868783) is an Investment Advisor Representative working at Evanston Advisors in Schaumburg, IL and has over 7 years of experience in the finance industry.

5
Nathan Snodgrass
CRD#: 2604549
,
93
Wealthminder
score

Nathan Snodgrass (CRD# 2604549) is an Investment Advisor Representative working at Evanston Advisors in , and has over 23 years of experience in the finance industry.

6
Matthew J. Terrien
CRD#: 2671536
1300 Woodfield Road, Suite 300, Schaumburg, IL 60173
93
Wealthminder
score

Matthew Terrien (CRD# 2671536) is an Investment Advisor Representative working at Evanston Advisors in Schaumburg, IL and has over 22 years of experience in the finance industry.

7
Debra Webber
CRD#: 4873403
1300 Woodfield Road, Suite 300, Schaumburg, IL 60173
93
Wealthminder
score

Debra Webber (CRD# 4873403) is an Investment Advisor Representative working at Evanston Advisors in Schaumburg, IL and has over 13 years of experience in the finance industry.

8
Amy K. Gierak
CRD#: 6553740
1300 Woodfield Road, Suite 300, Schaumburg, IL 60173
89
Wealthminder
score

Amy Gierak (CRD# 6553740) is an Investment Advisor Representative working at Evanston Advisors in Schaumburg, IL and has over 2 years of experience in the finance industry.

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