Leonetti & Associates, LLC

Leonetti & Associates, LLC (CRD# 146851) is a financial advisory firm headquartered in Buffalo Grove, IL. They manage $653,574,113 in 1,043 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    654
    MILLION
  • Total Number of Accounts
    1,043
    ACCOUNTS
  • Average Account Value
    $626,629
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
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, CO, FL, IL, IN, NV, NY, OH, SC, TX, WI

Financial Advisors at Leonetti & Associates, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Deborah L. Feldman
CRD#: 2648441
1130 Lake Cook Road, Suite 300, Buffalo Grove, IL 60089
101
Wealthminder
score

Deborah Feldman (CRD# 2648441) is an Investment Advisor Representative and President at Leonetti & Associates, LLC in Buffalo Grove, IL and has 32 years of experience in the finance industry. Deborah Feldman 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 putclients' interests first and comply with the Financial Planning Practice Standards.

2
Michael E. Leonetti
CRD#: 1028149
1130 W. Lake Cook Road, Suite 300, Buffalo Grove, IL 60089
96
Wealthminder
score

Michael Leonetti (CRD# 1028149) is an Investment Advisor Representative working at Leonetti & Associates, LLC in Buffalo Grove, IL and has over 36 years of experience in the finance industry. Michael Leonetti 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
Robin L. Stone
CRD#: 1336987
1130 W. Lake Cook Road, Suite 300, Buffalo Grove, IL 60089
96
Wealthminder
score

Robin Stone (CRD# 1336987) is an Investment Advisor Representative working at Leonetti & Associates, LLC in Buffalo Grove, IL and has over 25 years of experience in the finance industry. Robin Stone 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
Craig T. Johnson
CRD#: 1067749
1130 W. Lake Cook Road, Suite 300, Buffalo Grove, IL 60089
93
Wealthminder
score

Craig Johnson (CRD# 1067749) is an Investment Advisor Representative working at Leonetti & Associates, LLC in Buffalo Grove, IL and has over 22 years of experience in the finance industry.

5
David A. Jutovsky
CRD#: 4603469
1130 W. Lake Cook Road, Suite 300, Buffalo Grove, IL 60089
93
Wealthminder
score

David Jutovsky (CRD# 4603469) is an Investment Advisor Representative working at Leonetti & Associates, LLC in Buffalo Grove, IL and has over 17 years of experience in the finance industry.

6
Sherwin M. Lesk
CRD#: 4542842
1130 W. Lake Cook Road, Suite 300, Buffalo Grove, IL 60089
90
Wealthminder
score

Sherwin Lesk (CRD# 4542842) is an Investment Advisor Representative working at Leonetti & Associates, LLC in Buffalo Grove, IL and has 1 year of experience in the finance industry. Sherwin Lesk 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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