Kabarec Financial Advisors Ltd

Kabarec Financial Advisors Ltd (CRD# 105689) is a financial advisory firm headquartered in Palatine, IL. They manage $184,439,437 in 864 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    184
    MILLION
  • Total Number of Accounts
    864
    ACCOUNTS
  • Average Account Value
    $213,472
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
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, GA, IL, WI

Financial Advisors at Kabarec Financial Advisors Ltd
Showing 1 - 3 of 3 top financial advisors.
1
Mark S. McCallum
CRD#: 5734934
220 N. Smith St., Suite 220, Palatine, IL 60067
96
Wealthminder
score

Mark McCallum (CRD# 5734934) is an Investment Advisor Representative working at Kabarec Financial Advisors Ltd in Palatine, IL and has over 8 years of experience in the finance industry. Mark McCallum 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
Lisa M. Thuer
CRD#: 2074718
220 N. Smith St., Suite 220, Palatine, IL 60067
89
Wealthminder
score

Lisa Thuer (CRD# 2074718) is an Investment Advisor Representative working at Kabarec Financial Advisors Ltd in Palatine, IL and has over 2 years of experience in the finance industry.

3
Michael P. Kabarec
CRD#: 4336249
220 N. Smith St., Suite 220, Palatine, IL 60067
80
Wealthminder
score

Michael Kabarec (CRD# 4336249) is an Investment Advisor Representative working at Kabarec Financial Advisors Ltd in Palatine, IL and has 1 year of experience in the finance industry. Michael Kabarec 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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