Optimum Investment Advisors, LLC

Optimum Investment Advisors, LLC (CRD# 105182) is a financial advisory firm headquartered in Chicago, IL. They manage $408,590,642 in 794 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    409
    MILLION
  • Total Number of Accounts
    794
    ACCOUNTS
  • Average Account Value
    $514,598
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
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.

AL, CA, CO, FL, GA, IL, IN, KY, MI, NC, TX, WI

Financial Advisors at Optimum Investment Advisors, LLC
Showing 1 - 10 of 12 top financial advisors.
1
Thomas J. Czech
CRD#: 602623
400 East Wisconsin Ave, Milwaukee, WI 53202
96
Wealthminder
score

Thomas Czech (CRD# 602623) is an Investment Advisor Representative working at Optimum Investment Advisors, LLC in Milwaukee, WI and has over 21 years of experience in the finance industry.

2
H. S. Bokhof
CRD#: 2694154
100 S. Wacker Drive, Suite 2100, Chicago, IL 60606
93
Wealthminder
score

H. Bokhof (CRD# 2694154) is an Investment Advisor Representative working at Optimum Investment Advisors, LLC in Chicago, IL and has over 11 years of experience in the finance industry.

3
Michael J. Furey
CRD#: 1694278
33 North Lasalle Street, Suite 3700, Chicago, IL 60602
93
Wealthminder
score

Michael Furey (CRD# 1694278) is an Investment Advisor Representative working at Optimum Investment Advisors, LLC in Chicago, IL and has over 13 years of experience in the finance industry.

4
Andrew J. Goodwin
CRD#: 1043096
33 North Lasalle Street, Suite 3700, Chicago, IL 60602
93
Wealthminder
score

Andrew Goodwin (CRD# 1043096) is an Investment Advisor Representative working at Optimum Investment Advisors, LLC in Chicago, IL and has over 21 years of experience in the finance industry.

5
Mark W. Johnson
CRD#: 1018744
33 North Lasalle Street, Suite 3700, Chicago, IL 60602
93
Wealthminder
score

Mark Johnson (CRD# 1018744) is an Investment Advisor Representative working at Optimum Investment Advisors, LLC in Chicago, IL and has over 34 years of experience in the finance industry.

6
Terry M. McCaffrey
CRD#: 4850382
33 North Lasalle Street, Suite 3700, Chicago, IL 60602
93
Wealthminder
score

Terry McCaffrey (CRD# 4850382) is an Investment Advisor Representative working at Optimum Investment Advisors, LLC in Chicago, IL and has over 8 years of experience in the finance industry.

7
David W. Poole
CRD#: 2635443
100 S. Wacker Drive, Suite 2100, Chicago, IL 60606
93
Wealthminder
score

David Poole (CRD# 2635443) is an Investment Advisor Representative working at Optimum Investment Advisors, LLC in Chicago, IL and has over 21 years of experience in the finance industry.

8
Kim W. Suchy
CRD#: 2155110
33 North Lasalle Street, Suite 3700, Chicago, IL 60602
93
Wealthminder
score

Kim Suchy (CRD# 2155110) is an Investment Advisor Representative working at Optimum Investment Advisors, LLC in Chicago, IL and has over 10 years of experience in the finance industry.

9
John J. Zielinski
CRD#: 2374798
33 North Lasalle Street, Suite 3700, Chicago, IL 60602
92
Wealthminder
score

John Zielinski (CRD# 2374798) is an Investment Advisor Representative working at Optimum Investment Advisors, LLC in Chicago, IL and has over 3 years of experience in the finance industry.

10
Keith F. Pinsoneault
CRD#: 805050
100 S. Wacker Drive, Suite 2100, Chicago, IL 60606
86
Wealthminder
score

Keith Pinsoneault (CRD# 805050) is an Investment Advisor Representative working at Optimum Investment Advisors, LLC in Chicago, IL and has over 35 years of experience in the finance industry.

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