Golden Trail Advisers

Golden Trail Advisers (CRD# 152676) is a financial advisory firm headquartered in Burr Ridge, IL. They manage $74,241,000 in 493 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    74
    MILLION
  • Total Number of Accounts
    493
    ACCOUNTS
  • Average Account Value
    $150,590
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
  • Pension consulting services
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, TX

Financial Advisors at Golden Trail Advisers
Showing 1 - 2 of 2 top financial advisors.
1
Lynn A. Ackerman
CRD#: 4634962
11s270 Jackson Street, Suite 101, Burr Ridge, IL 60527
96
Wealthminder
score

Lynn Ackerman (CRD# 4634962) is an Investment Advisor Representative working at Golden Trail Advisers in Burr Ridge, IL and has over 15 years of experience in the finance industry. Lynn Ackerman 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
Michael R. Sedlak
CRD#: 2986433
11s270 Jackson Street, Suite 101, Burr Ridge, IL 60527
96
Wealthminder
score

Michael Sedlak (CRD# 2986433) is an Investment Advisor Representative working at Golden Trail Advisers in Burr Ridge, IL and has over 16 years of experience in the finance industry. Michael Sedlak 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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