Nadler Financial Group, Inc.

Nadler Financial Group, Inc. (CRD# 122617) is a financial advisory firm headquartered in Deerfield, IL. They manage $550,332,456 in 1,881 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    550
    MILLION
  • Total Number of Accounts
    1,881
    ACCOUNTS
  • Average Account Value
    $292,574
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.

AZ, CA, FL, IL, LA, MA, MD, OH, TX, WI

Financial Advisors at Nadler Financial Group, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Michael A. Nadler
CRD#: 2417538
155 N. Pfingsten Road, Suite 160, Deerfield, IL 60015
96
Wealthminder
score

Michael Nadler (CRD# 2417538) is an Investment Advisor Representative working at Nadler Financial Group, Inc. in Deerfield, IL and has over 23 years of experience in the finance industry. Michael Nadler 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.

2
Katie M. George
CRD#: 5833089
155 N. Pfingsten Road, Suite 160, Deerfield, IL 60015
93
Wealthminder
score

Katie George (CRD# 5833089) is an Investment Advisor Representative working at Nadler Financial Group, Inc. in Deerfield, IL and has over 5 years of experience in the finance industry.

3
Rebecca S. Raff
CRD#: 5874969
155 N. Pfingsten Road, Suite 160, Deerfield, IL 60015
93
Wealthminder
score

Rebecca Raff (CRD# 5874969) is an Investment Advisor Representative working at Nadler Financial Group, Inc. in Deerfield, IL and has over 4 years of experience in the finance industry. Rebecca Raff 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
Herman Tkach
CRD#: 5155443
155 N. Pfingsten Road, Suite 160, Deerfield, IL 60015
93
Wealthminder
score

Herman Tkach (CRD# 5155443) is an Investment Advisor Representative working at Nadler Financial Group, Inc. in Deerfield, IL and has over 10 years of experience in the finance industry. Herman Tkach 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.

5
Daniel J. Dutile
CRD#: 6536105
155 N. Pfingsten Road, Suite 160, Deerfield, IL 60015
90
Wealthminder
score

Daniel Dutile (CRD# 6536105) is an Investment Advisor Representative working at Nadler Financial Group, Inc. in Deerfield, IL and has 1 year of experience in the finance industry.

6
David K. Rosenberg
CRD#: 5850254
155 N. Pfingsten Road, Suite 160, Deerfield, IL 60015
90
Wealthminder
score

David Rosenberg (CRD# 5850254) is an Investment Advisor Representative working at Nadler Financial Group, Inc. in Deerfield, IL and has over 5 years of experience in the finance industry.

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