Nadler Financial Group, Inc.
Nadler Financial Group, Inc. (CRD# 122617) is a financial advisory firm headquartered in Deerfield, IL. They manage $618,276,031 in 659 accounts and serve the financial needs of clients across 11 states (or territories).
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Total Assets Under Management618MILLION
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Total Number of Accounts659ACCOUNTS
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Average Account Value$938,203
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, FL, IL, LA, MA, MD, NY, OH, TX, WI
Michael Nadler (CRD# 2417538) is an Investment Advisor Representative working at Nadler Financial Group, Inc. in Deerfield, IL and has over 24 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 6 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.
Ross Cohen (CRD# 6261186) 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. Ross Cohen 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 George (CRD# 5833089) is an Investment Advisor Representative working at Nadler Financial Group, Inc. in Deerfield, IL and has over 7 years of experience in the finance industry.
David Rosenberg (CRD# 5850254) 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 (CRD# 6536105) is an Investment Advisor Representative working at Nadler Financial Group, Inc. in Deerfield, IL and has over 2 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.
Philip Sloan (CRD# 6836582) is an Investment Advisor Representative working at Nadler Financial Group, Inc. in Deerfield, IL and has 1 year 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.
Achim Von Bodman (CRD# 4929546) is an Investment Advisor Representative working at Nadler Financial Group, Inc. in Deerfield, IL and has over 13 years of experience in the finance industry. Achim Von Bodman 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.