Financial Solutions Advisory Group

Financial Solutions Advisory Group (CRD# 125218) is a financial advisory firm headquartered in Chicago, IL. They manage $597,000,000 in 1,260 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    597
    MILLION
  • Total Number of Accounts
    1,260
    ACCOUNTS
  • Average Account Value
    $473,810
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
  • Publication of periodicals or newsletters
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.

CA, CO, FL, IL, IN, MD, MI, NY, TX, WI

Financial Advisors at Financial Solutions Advisory Group
Showing 1 - 7 of 7 top financial advisors.
1
Marie M. Beckman
CRD#: 4049931
8700 W. Bryn Mawr Avenue, Suite 410-n, Chicago, IL 60631

Marie Beckman (CRD# 4049931) is an Investment Advisor Representative working at Financial Solutions Advisory Group in Chicago, IL and has over 20 years of experience in the finance industry. Marie Beckman 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
Douglas W. Bennington
CRD#: 2722404
8700 W. Bryn Mawr Avenue, Suite 410-n, Chicago, IL 60631

Douglas Bennington (CRD# 2722404) is an Investment Advisor Representative working at Financial Solutions Advisory Group in Chicago, IL and has over 24 years of experience in the finance industry.

3
Scot A. Jurczyk
CRD#: 2733277
8700 W. Bryn Mawr Avenue, Suite 410-n, Chicago, IL 60631

Scot Jurczyk (CRD# 2733277) is an Investment Advisor Representative working at Financial Solutions Advisory Group in Chicago, IL and has 1 year of experience in the finance industry.

4
David A. Jutovsky
CRD#: 4603469
8700 W. Bryn Mawr Avenue, Suite 410-n, Chicago, IL 60631

David Jutovsky (CRD# 4603469) is an Investment Advisor Representative working at Financial Solutions Advisory Group in Chicago, IL and has over 21 years of experience in the finance industry.

5
Scott J. Munkvold
CRD#: 4631867
8700 W. Bryn Mawr Avenue, Suite 410-n, Chicago, IL 60631

Scott Munkvold (CRD# 4631867) is an Investment Advisor Representative working at Financial Solutions Advisory Group in Chicago, IL and has 1 year of experience in the finance industry. Scott Munkvold 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.

6
Chad J. Rawleigh
CRD#: 5116686
8700 W. Bryn Mawr Avenue, Suite 410-n, Chicago, IL 60631

Chad Rawleigh (CRD# 5116686) is an Investment Advisor Representative working at Financial Solutions Advisory Group in Chicago, IL and has over 14 years of experience in the finance industry.

7
Mark C. Soehn
CRD#: 4631866
8700 W. Bryn Mawr, Chicago, IL 60631

Mark Soehn (CRD# 4631866) is an Investment Advisor Representative working at Financial Solutions Advisory Group in Chicago, IL and has over 16 years of experience in the finance industry.

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