Mps-loria Financial Planners,llc

Mps-loria Financial Planners,llc (CRD# 122866) is a financial advisory firm headquartered in Burr Ridge, IL. They manage $303,000,000 in 1,820 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    303
    MILLION
  • Total Number of Accounts
    1,820
    ACCOUNTS
  • Average Account Value
    $166,484
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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, TX

Financial Advisors at Mps-loria Financial Planners,llc
Showing 1 - 10 of 11 top financial advisors.
1
Kenneth G. Daemicke
CRD#: 1566636
7500 So. County Line Rd., Burr Ridge, IL 60527
93
Wealthminder
score

Kenneth Daemicke (CRD# 1566636) is an Investment Advisor Representative working at Mps-loria Financial Planners,llc in Burr Ridge, IL and has over 25 years of experience in the finance industry.

2
Christos G. Kyros
CRD#: 2928444
7500 South County Line Road, Burr Ridge, IL 60527
93
Wealthminder
score

Christos Kyros (CRD# 2928444) is an Investment Advisor Representative working at Mps-loria Financial Planners,llc in Burr Ridge, IL and has over 19 years of experience in the finance industry.

3
Anthony P. Ladas
CRD#: 300312
7500 So. County Line Rd., Burr Ridge, IL 60527
93
Wealthminder
score

Anthony Ladas (CRD# 300312) is an Investment Advisor Representative working at Mps-loria Financial Planners,llc in Burr Ridge, IL and has over 25 years of experience in the finance industry.

4
Edward W. Mulcahy
CRD#: 4067588
7500 So. County Line Rd., Burr Ridge, IL 60527
93
Wealthminder
score

Edward Mulcahy (CRD# 4067588) is an Investment Advisor Representative working at Mps-loria Financial Planners,llc in Burr Ridge, IL and has over 14 years of experience in the finance industry.

5
Michael F. Pauritsch
CRD#: 1505598
7500 So. County Line Rd., Burr Ridge, IL 60527
93
Wealthminder
score

Michael Pauritsch (CRD# 1505598) is an Investment Advisor Representative working at Mps-loria Financial Planners,llc in Burr Ridge, IL and has over 28 years of experience in the finance industry.

6
Thomas W. Rinek
CRD#: 2171430
7500 South County Line Road, Burr Ridge, IL 60527
93
Wealthminder
score

Thomas Rinek (CRD# 2171430) is an Investment Advisor Representative working at Mps-loria Financial Planners,llc in Burr Ridge, IL and has over 24 years of experience in the finance industry.

7
Philip A. Salvador
CRD#: 4060298
7500 So. County Line Rd., Burr Ridge, IL 60527
93
Wealthminder
score

Philip Salvador (CRD# 4060298) is an Investment Advisor Representative working at Mps-loria Financial Planners,llc in Burr Ridge, IL and has over 14 years of experience in the finance industry.

8
Glenn S. Schwalje
CRD#: 2441501
7500 South County Line Road, Burr Ridge, IL 60527
93
Wealthminder
score

Glenn Schwalje (CRD# 2441501) is an Investment Advisor Representative working at Mps-loria Financial Planners,llc in Burr Ridge, IL and has over 22 years of experience in the finance industry.

9
John H. Bollweg
CRD#: 5814868
7500 South County Line Road, Burr Ridge, IL 60527
90
Wealthminder
score

John Bollweg (CRD# 5814868) is an Investment Advisor Representative working at Mps-loria Financial Planners,llc in Burr Ridge, IL and has 1 year of experience in the finance industry. John Bollweg 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.

10
Meggan M. Carroll
CRD#: 5874933
7500 South County Line Road, Burr Ridge, IL 60527
90
Wealthminder
score

Meggan Carroll (CRD# 5874933) is an Investment Advisor Representative working at Mps-loria Financial Planners,llc in Burr Ridge, IL and has over 3 years of experience in the finance industry.

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