Iron Financial LLC

Iron Financial LLC (CRD# 106682) is a financial advisory firm headquartered in Northbrook, IL. They manage $2,266,295,982 in 1,941 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,266
    MILLION
  • Total Number of Accounts
    1,941
    ACCOUNTS
  • Average Account Value
    $1,167,592
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Iron Financial LLC
Showing 1 - 9 of 9 top financial advisors.
1
Eric E. Kirste
CRD#: 3245871
630 Dundee Road, Suite 200, Northbrook, IL 60062
96
Wealthminder
score

Eric Kirste (CRD# 3245871) is an Investment Advisor Representative working at Iron Financial LLC in Northbrook, IL and has over 16 years of experience in the finance industry. Eric Kirste 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
Edward Connolly
CRD#: 5772144
630 Dundee Road, Suite 200, Northbrook, IL 60062
93
Wealthminder
score

Edward Connolly (CRD# 5772144) is an Investment Advisor Representative working at Iron Financial LLC in Northbrook, IL and has over 10 years of experience in the finance industry.

3
Keith E. Friedman
CRD#: 4699462
2 Northfield Plaza #250, Northfield, IL 60093
93
Wealthminder
score

Keith Friedman (CRD# 4699462) is an Investment Advisor Representative working at Iron Financial LLC in Northfield, IL and has over 14 years of experience in the finance industry.

4
Richard P. Friedman
CRD#: 2378432
2 Northfield Plaza Suite 250, Northfield , IL 60093
93
Wealthminder
score

Richard Friedman (CRD# 2378432) is an Investment Advisor Representative working at Iron Financial LLC in Northfield , IL and has over 14 years of experience in the finance industry.

5
Aaron B. Izenstark
CRD#: 2441404
One Northfield Plaza, Suite 111, Deerfield, IL 60015
93
Wealthminder
score

Aaron Izenstark (CRD# 2441404) is an Investment Advisor Representative working at Iron Financial LLC in Deerfield, IL and has over 23 years of experience in the finance industry.

6
Richard L. Lakin
CRD#: 2337398
One Northfield Plaza, Suite 111, Deerfield, IL 60015
93
Wealthminder
score

Richard Lakin (CRD# 2337398) is an Investment Advisor Representative working at Iron Financial LLC in Deerfield, IL and has over 20 years of experience in the finance industry.

7
Daniel L. Sternberg
CRD#: 4697964
2 Northfield Plaza, Suite 250, Northfield , IL 60093
93
Wealthminder
score

Daniel Sternberg (CRD# 4697964) is an Investment Advisor Representative working at Iron Financial LLC in Northfield , IL and has over 14 years of experience in the finance industry.

8
Steven J. Weil
CRD#: 1075793
One Northfield Plaza, Suite 111, Deerfield, IL 60015
93
Wealthminder
score

Steven Weil (CRD# 1075793) is an Investment Advisor Representative working at Iron Financial LLC in Deerfield, IL and has over 23 years of experience in the finance industry.

9
Jason A. Woon
CRD#: 4664639
Alameda, CA
93
Wealthminder
score

Jason Woon (CRD# 4664639) is an Investment Advisor Representative working at Iron Financial LLC in Alameda, CA and has over 14 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
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.