Evanston Advisors

Evanston Advisors (CRD# 106269) is a financial advisory firm headquartered in Schaumburg, IL. They manage $394,942,000 in 594 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    395
    MILLION
  • Total Number of Accounts
    594
    ACCOUNTS
  • Average Account Value
    $664,886
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
Keith W. Cantrell
CRD#: 2363068
1300 Woodfield Road, Suite 300, Schaumburg, IL 60173
93
Wealthminder
score

Keith Cantrell (CRD# 2363068) is an Investment Advisor Representative working at Evanston Advisors in Schaumburg, IL and has over 23 years of experience in the finance industry.

2
Jeffrey J. Cismoski
CRD#: 5859547
1300 E. Woodfield Road, #300, Schaumburg, IL 60173
93
Wealthminder
score

Jeffrey Cismoski (CRD# 5859547) is an Investment Advisor Representative working at Evanston Advisors in Schaumburg, IL and has over 5 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.

3
David D. Jackson
CRD#: 4382666
1827 Walden Office Sq, Suite 104, 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 14 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 5 years of experience in the finance industry.

5
Nathan Snodgrass
CRD#: 2604549
1300 Woodfield Road, Suite 300, Schaumburg, IL 60173
93
Wealthminder
score

Nathan Snodgrass (CRD# 2604549) is an Investment Advisor Representative working at Evanston Advisors in Schaumburg, IL and has over 21 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 21 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 11 years of experience in the finance industry.

8
Amy K. Gierak
CRD#: 6553740
1300 Woodfield Road, Suite 300, Schaumburg, IL 60173
87
Wealthminder
score

Amy Gierak (CRD# 6553740) is an Investment Advisor Representative working at Evanston Advisors in Schaumburg, IL and has 1 year of experience in the finance industry.

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