Mainstreet Advisors

Mainstreet Advisors (CRD# 146615) is a financial advisory firm headquartered in Chicago, IL. They manage $2,929,912,550 in 63 accounts and serve the financial needs of clients across 30 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,930
    MILLION
  • Total Number of Accounts
    63
    ACCOUNTS
  • Average Account Value
    $46,506,548
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
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.

AR, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, KY, LA, MA, MI, MN, MO, MS, NC, ND, NE, NM, OH, OK, PA, SD, TN, TX, WA, WI

Financial Advisors at Mainstreet Advisors
Showing 1 - 7 of 7 top financial advisors.
1
Richard J. Milton
CRD#: 2632784
120 N. Lasalle Street, 37th Floor, Chicago, IL 60602
96
Wealthminder
score

Richard Milton (CRD# 2632784) is an Investment Advisor Representative working at Mainstreet Advisors in Chicago, IL and has over 15 years of experience in the finance industry.

2
Charles T. Simko
CRD#: 2870750
120 N. Lasalle Street, 33rd Floor, Chicago, IL 60602
96
Wealthminder
score

Charles Simko (CRD# 2870750) is an Investment Advisor Representative working at Mainstreet Advisors in Chicago, IL and has over 20 years of experience in the finance industry.

3
Bruce J. Simpson
CRD#: 2968407
120 N. Lasalle Street, 33rd Floor, Chicago, IL 60602
96
Wealthminder
score

Bruce Simpson (CRD# 2968407) is an Investment Advisor Representative working at Mainstreet Advisors in Chicago, IL and has over 19 years of experience in the finance industry. Bruce Simpson 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
Alessandro Urbani
CRD#: 2714609
Huntington, CT
93
Wealthminder
score

Alessandro Urbani (CRD# 2714609) is an Investment Advisor Representative working at Mainstreet Advisors in Huntington, CT and has over 21 years of experience in the finance industry.

5
Anne T. Durkin
CRD#: 5920706
120 N. Lasalle Street, 33rd Floor, Chicago, IL 60602
90
Wealthminder
score

Anne Durkin (CRD# 5920706) is an Investment Advisor Representative working at Mainstreet Advisors in Chicago, IL and has 1 year of experience in the finance industry.

6
Michael A. Steele
CRD#: 4956948
120 N. Lasalle Street, 33rd Floor, Chicago, IL 60602
89
Wealthminder
score

Michael Steele (CRD# 4956948) is an Investment Advisor Representative working at Mainstreet Advisors in Chicago, IL and has over 3 years of experience in the finance industry.

7
John F. Crosson
CRD#: 2992720
120 N. Lasalle Street, 37th Floor, Chicago, IL 60602
73
Wealthminder
score

John Crosson (CRD# 2992720) is an Investment Advisor Representative working at Mainstreet Advisors in Chicago, IL and has over 19 years of experience in the finance industry.

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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.