Huber Financial

Huber Financial (CRD# 153747) is a financial advisory firm headquartered in Lincolnshire, IL. They manage $964,529,621 in 4,888 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    965
    MILLION
  • Total Number of Accounts
    4,888
    ACCOUNTS
  • Average Account Value
    $197,326
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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.

AZ, CA, FL, IL, IN, MI, MN, MO, NC, NH, NY, OH, SC, TX, WI

Financial Advisors at Huber Financial
Showing 1 - 10 of 11 top financial advisors.
1
William V. Gunlicks
CRD#: 4767227
475 Half Day Road, Suite 210, Lincolnshire, IL 60069
96
Wealthminder
score

William Gunlicks (CRD# 4767227) is an Investment Advisor Representative working at Huber Financial in Lincolnshire, IL and has over 11 years of experience in the finance industry. William Gunlicks 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
Robert E. Morrison
CRD#: 4268925
475 Half Day Road, Suite 210, Lincolnshire, IL 60069
96
Wealthminder
score

Robert Morrison (CRD# 4268925) is an Investment Advisor Representative working at Huber Financial in Lincolnshire, IL and has over 17 years of experience in the finance industry. Robert Morrison 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
Robert J. Witt
CRD#: 2842308
475 Half Day Road, Suite 210, Lincolnshire, IL 60069
96
Wealthminder
score

Robert Witt (CRD# 2842308) is an Investment Advisor Representative working at Huber Financial in Lincolnshire, IL and has over 20 years of experience in the finance industry. Robert Witt 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
Edward H. Cruickshank
CRD#: 4859070
475 Half Day Road, Suite 210, Lincolnshire, IL 60069
93
Wealthminder
score

Edward Cruickshank (CRD# 4859070) is an Investment Advisor Representative working at Huber Financial in Lincolnshire, IL and has over 12 years of experience in the finance industry.

5
Joseph P. Doyle
CRD#: 5427508
475 Half Day Road, Suite 210, Lincolnshire, IL 60069
90
Wealthminder
score

Joseph Doyle (CRD# 5427508) is an Investment Advisor Representative working at Huber Financial in Lincolnshire, IL and has 1 year of experience in the finance industry. Joseph Doyle 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
Kimberly S. Drake
CRD#: 1328476
475 Half Day Road, Suite 210, Lincolnshire, IL 60069
90
Wealthminder
score

Kimberly Drake (CRD# 1328476) is an Investment Advisor Representative working at Huber Financial in Lincolnshire, IL and has 1 year of experience in the finance industry.

7
Brandon L. Palm
CRD#: 5878224
200 W Madison Street, Suite 2601, Chicago, IL 60606
90
Wealthminder
score

Brandon Palm (CRD# 5878224) is an Investment Advisor Representative working at Huber Financial in Chicago, IL and has 1 year of experience in the finance industry.

8
Janet E. Petran
CRD#: 5650168
475 Half Day Road, Suite 210, Lincolnshire, IL 60069
90
Wealthminder
score

Janet Petran (CRD# 5650168) is an Investment Advisor Representative working at Huber Financial in Lincolnshire, IL and has 1 year of experience in the finance industry. Janet Petran 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 P. Sullivan
CRD#: 6238326
475 Half Day Road, Suite 210, Lincolnshire, IL 60069
89
Wealthminder
score

Michael Sullivan (CRD# 6238326) is an Investment Advisor Representative working at Huber Financial in Lincolnshire, IL and has over 4 years of experience in the finance industry.

10
Malcolm S. Bierman
CRD#: 5945771
475 Half Day Road, Suite 210, Lincolnshire, IL 60069
88
Wealthminder
score

Malcolm Bierman (CRD# 5945771) is an Investment Advisor Representative working at Huber Financial in Lincolnshire, IL and has over 2 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.