Left Brain Wealth Management, LLC

Left Brain Wealth Management, LLC (CRD# 170348) is a financial advisory firm headquartered in Naperville, IL. They manage $84,970,599 in 389 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    85
    MILLION
  • Total Number of Accounts
    389
    ACCOUNTS
  • Average Account Value
    $218,433
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
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

Financial Advisors at Left Brain Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Freddy Garcia
CRD#: 3227457
215 Shuman Blvd, #304, Naperville, IL 60563
96
Wealthminder
score

Freddy Garcia (CRD# 3227457) is an Investment Advisor Representative working at Left Brain Wealth Management, LLC in Naperville, IL and has over 19 years of experience in the finance industry. Freddy Garcia 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
Mark D. Hines
CRD#: 4765638
215 Shuman Blvd, #304, Naperville, IL 60563
93
Wealthminder
score

Mark Hines (CRD# 4765638) is an Investment Advisor Representative working at Left Brain Wealth Management, LLC in Naperville, IL and has over 14 years of experience in the finance industry.

3
Noland D. Langford
CRD#: 4041451
215 Shuman Blvd, #304, Naperville, IL 60563
93
Wealthminder
score

Noland Langford (CRD# 4041451) is an Investment Advisor Representative working at Left Brain Wealth Management, LLC in Naperville, IL and has over 18 years of experience in the finance industry.

4
Marina S. Solomon
CRD#: 1906169
215 Shuman Blvd, #304, Naperville, IL 60563
81
Wealthminder
score

Marina Solomon (CRD# 1906169) is an Investment Advisor Representative working at Left Brain Wealth Management, LLC in Naperville, IL and has over 23 years of experience in the finance industry.

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