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 37 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 26 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 23 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 18 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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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.