Financial Solutions Advisory Group

Financial Solutions Advisory Group (CRD# 125218) is a financial advisory firm headquartered in Chicago, IL. They manage $261,523,000 in 918 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    262
    MILLION
  • Total Number of Accounts
    918
    ACCOUNTS
  • Average Account Value
    $284,883
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, IL, IN, TX

Financial Advisors at Financial Solutions Advisory Group
Showing 1 - 6 of 6 top financial advisors.
1
Marie M. Beckman
CRD#: 4049931
8700 W. Bryn Mawr Avenue, Suite 410-n, Chicago, IL 60631
96
Wealthminder
score

Marie Beckman (CRD# 4049931) 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. 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
96
Wealthminder
score

Douglas Bennington (CRD# 2722404) 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.

3
Mark C. Soehn
CRD#: 4631866
8700 W. Bryn Mawr, Chicago, IL 60631
93
Wealthminder
score

Mark Soehn (CRD# 4631866) is an Investment Advisor Representative working at Financial Solutions Advisory Group in Chicago, IL and has over 12 years of experience in the finance industry.

4
Edward W. Gray
CRD#: 5912332
8700 W. Bryn Mawr Avenue, Suite 410-n, Chicago, IL 60631
90
Wealthminder
score

Edward Gray (CRD# 5912332) is an Investment Advisor Representative working at Financial Solutions Advisory Group in Chicago, IL and has over 5 years of experience in the finance industry.

5
Scot A. Jurczyk
CRD#: 2733277
8700 W. Bryn Mawr Avenue, Suite 410-n, Chicago, IL 60631
90
Wealthminder
score

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.

6
Scott J. Munkvold
CRD#: 4631867
8700 W. Bryn Mawr Avenue, Suite 410-n, Chicago, IL 60631
90
Wealthminder
score

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.

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