Financial Strategy Network LLC

Financial Strategy Network LLC (CRD# 108084) is a financial advisory firm headquartered in Chicago, IL. They manage $607,398,202 in 2,861 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    607
    MILLION
  • Total Number of Accounts
    2,861
    ACCOUNTS
  • Average Account Value
    $212,303
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • 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.

CA, FL, IL, IN, MI, NY, OH, TX

Financial Advisors at Financial Strategy Network LLC
Showing 1 - 10 of 14 top financial advisors.
1
Gregory R. Bogdan
CRD#: 4994933
1 North Lasalle St., 33rd Floor, Chicago, IL 60602
96
Wealthminder
score

Gregory Bogdan (CRD# 4994933) is an Investment Advisor Representative working at Financial Strategy Network LLC in Chicago, IL and has over 10 years of experience in the finance industry. Gregory Bogdan 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
Teresa M. Bousky
CRD#: 4432402
1 North Lasalle St., 33rd Floor, Chicago, IL 60602
96
Wealthminder
score

Teresa Bousky (CRD# 4432402) is an Investment Advisor Representative working at Financial Strategy Network LLC in Chicago, IL and has over 14 years of experience in the finance industry. Teresa Bousky 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
Elissa A. Lovell
CRD#: 5120335
1 North Lasalle St., 33rd Floor, Chicago, IL 60602
96
Wealthminder
score

Elissa Lovell (CRD# 5120335) is an Investment Advisor Representative working at Financial Strategy Network LLC in Chicago, IL and has over 10 years of experience in the finance industry. Elissa Lovell 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.

4
Steven I. Merdinger
CRD#: 1430517
1 North Lasalle St., 33rd Floor, Chicago, IL 60602
96
Wealthminder
score

Steven Merdinger (CRD# 1430517) is an Investment Advisor Representative working at Financial Strategy Network LLC in Chicago, IL and has over 25 years of experience in the finance industry. Steven Merdinger 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.

5
Stephanie C. Nanney
CRD#: 5219567
1 North Lasalle St., 33rd Floor, Chicago, IL 60602
96
Wealthminder
score

Stephanie Nanney (CRD# 5219567) is an Investment Advisor Representative working at Financial Strategy Network LLC in Chicago, IL and has over 8 years of experience in the finance industry. Stephanie Nanney 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
Randy E. Porzel
CRD#: 5221122
1 North Lasalle St., 33rd Floor, Chicago, IL 60602
96
Wealthminder
score

Randy Porzel (CRD# 5221122) is an Investment Advisor Representative working at Financial Strategy Network LLC in Chicago, IL and has over 7 years of experience in the finance industry. Randy Porzel 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.

7
Craig C. Richart
CRD#: 801857
1 North Lasalle St., 33rd Floor, Chicago, IL 60602
96
Wealthminder
score

Craig Richart (CRD# 801857) is an Investment Advisor Representative working at Financial Strategy Network LLC in Chicago, IL and has over 33 years of experience in the finance industry. Craig Richart 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.

8
Nicole J. Romito
CRD#: 2394048
1 North Lasalle St., 33rd Floor, Chicago, IL 60602
96
Wealthminder
score

Nicole Romito (CRD# 2394048) is an Investment Advisor Representative working at Financial Strategy Network LLC in Chicago, IL and has over 14 years of experience in the finance industry. Nicole Romito 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.

9
Michael I. Wang
CRD#: 3251061
1 North Lasalle St., 33rd Floor, Chicago, IL 60602
96
Wealthminder
score

Michael Wang (CRD# 3251061) is an Investment Advisor Representative working at Financial Strategy Network LLC in Chicago, IL and has over 17 years of experience in the finance industry. Michael Wang 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.

10
James M. Weil
CRD#: 2029089
1 North Lasalle St., 33rd Floor, Chicago, IL 60602
96
Wealthminder
score

James Weil (CRD# 2029089) is an Investment Advisor Representative working at Financial Strategy Network LLC in Chicago, IL and has over 26 years of experience in the finance industry. James Weil 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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