Nadler Financial Group, Inc.
Nadler Financial Group, Inc. (CRD# 122617) is a financial advisory firm headquartered in Deerfield, IL. They manage $1,360,471,292 in 2,561 accounts and serve the financial needs of clients across 16 states (or territories).
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Total Assets Under Management1,360MILLION
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Total Number of Accounts2,561ACCOUNTS
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Average Account Value$531,227
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
AZ, CA, FL, IA, IL, IN, LA, MA, MD, MO, NH, NY, OH, PA, TX, WI
Daniel Dutile (CRD# 6536105) is an Investment Advisor Representative working at Nadler Financial Group, Inc. in Deerfield, IL and has over 6 years of experience in the finance industry. Daniel Dutile 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.
Richert Hart (CRD# 4927733) is an Investment Advisor Representative working at Nadler Financial Group, Inc. in Deerfield, IL and has over 17 years of experience in the finance industry. Richert Hart 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.
Katie Krase (CRD# 5833089) is an Investment Advisor Representative working at Nadler Financial Group, Inc. in Deerfield, IL and has over 11 years of experience in the finance industry.
Michael Nadler (CRD# 2417538) is an Investment Advisor Representative working at Nadler Financial Group, Inc. in Deerfield, IL and has over 28 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.
Rebecca Raff (CRD# 5874969) 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. 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.
Lauren Rosberg (CRD# 5160379) is an Investment Advisor Representative working at Nadler Financial Group, Inc. in Deerfield, IL and has over 15 years of experience in the finance industry. Lauren Rosberg 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.
David Rosenberg (CRD# 5850254) 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.
Philip Sloan (CRD# 6836582) 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. Philip Sloan 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.
Alan Chambers (CRD# 7351280) is an Investment Advisor Representative working at Nadler Financial Group, Inc. in Deerfield, IL and has 1 year of experience in the finance industry.
Gregory Foss (CRD# 7036540) is an Investment Advisor Representative working at Nadler Financial Group, Inc. in Deerfield, IL and has over 3 years of experience in the finance industry.