Financial Design Studio, Inc.

Financial Design Studio, Inc. (CRD# 286686) is a financial advisory firm headquartered in Deer Park, IL. They manage $76,576,914 in 391 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
21660 W. Field Parkway, Suite 118, Deer Park, IL 60010
https://www.linkedin.com/company/financial-design-studio-inc.
By the Numbers
  • Total Assets Under Management
    77
    MILLION
  • Total Number of Accounts
    391
    ACCOUNTS
  • Average Account Value
    $195,849
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, KS, TX

Financial Advisors at Financial Design Studio, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Trevore Meyer, financial advisor Deer Park IL
Trevore J. Meyer
CRD#: 6747222
21660 W. Field Parkway, Suite 118, Deer Park, IL 60010

Trevore Meyer (CRD# 6747222) is an Investment Advisor Representative working at Financial Design Studio, Inc. in Deer Park, IL and has 1 year of experience in the finance industry.

2
Michelle Smalenberger, financial advisor Deer Park IL
Michelle L. Smalenberger
CRD#: 6058074
21660 W. Field Parkway, Suite 118, Deer Park, IL 60010

Michelle Smalenberger (CRD# 6058074) is an Investment Advisor Representative working at Financial Design Studio, Inc. in Deer Park, IL and has over 11 years of experience in the finance industry.

3
Robert Stoll, financial advisor Deer Park IL
Robert D. Stoll
CRD#: 6793378
21660 W. Field Parkway, Suite 118, Deer Park, IL 60010

Robert Stoll (CRD# 6793378) is an Investment Advisor Representative working at Financial Design Studio, Inc. in Deer Park, IL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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