Mps-loria Financial Planners,llc
Mps-loria Financial Planners,llc (CRD# 122866) is a financial advisory firm headquartered in Burr Ridge, IL. They manage $354,707,000 in 1,657 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management355MILLION
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Total Number of Accounts1,657ACCOUNTS
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Average Account Value$214,066
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, IL, IN, KY, TX
Meggan Carroll (CRD# 5874933) is an Investment Advisor Representative working at Mps-loria Financial Planners,llc in Burr Ridge, IL and has over 5 years of experience in the finance industry. Meggan Carroll 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.
Kenneth Daemicke (CRD# 1566636) is an Investment Advisor Representative working at Mps-loria Financial Planners,llc in Burr Ridge, IL and has over 26 years of experience in the finance industry.
Christos Kyros (CRD# 2928444) is an Investment Advisor Representative working at Mps-loria Financial Planners,llc in Burr Ridge, IL and has over 20 years of experience in the finance industry.
Anthony Ladas (CRD# 300312) is an Investment Advisor Representative working at Mps-loria Financial Planners,llc in Burr Ridge, IL and has over 26 years of experience in the finance industry.
Edward Mulcahy (CRD# 4067588) is an Investment Advisor Representative working at Mps-loria Financial Planners,llc in Burr Ridge, IL and has over 16 years of experience in the finance industry.
Michael Pauritsch (CRD# 1505598) is an Investment Advisor Representative working at Mps-loria Financial Planners,llc in Burr Ridge, IL and has over 29 years of experience in the finance industry.
Thomas Rinek (CRD# 2171430) 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.
Philip Salvador (CRD# 4060298) is an Investment Advisor Representative working at Mps-loria Financial Planners,llc in Burr Ridge, IL and has over 15 years of experience in the finance industry.
Glenn Schwalje (CRD# 2441501) 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.
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.