Optimum Investment Advisors, LLC
Optimum Investment Advisors, LLC (CRD# 105182) is a financial advisory firm headquartered in Chicago, IL. They manage $287,573,224 in 439 accounts and serve the financial needs of clients across 14 states (or territories).
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Total Assets Under Management288MILLION
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Total Number of Accounts439ACCOUNTS
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Average Account Value$655,064
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, CA, CO, FL, GA, IL, IN, KY, MI, MS, NC, SC, TX, WI
Thomas Czech (CRD# 602623) is an Investment Advisor Representative working at Optimum Investment Advisors, LLC in Milwaukee, WI and has over 29 years of experience in the finance industry.
Alfred Holland (CRD# 1576896) is an Investment Advisor Representative working at Optimum Investment Advisors, LLC in Chicago, IL and has over 23 years of experience in the finance industry.
Mark Johnson (CRD# 1018744) is an Investment Advisor Representative working at Optimum Investment Advisors, LLC in Chicago, IL and has over 42 years of experience in the finance industry.
Terry McCaffrey (CRD# 4850382) is an Investment Advisor Representative working at Optimum Investment Advisors, LLC in Chicago, IL and has over 16 years of experience in the finance industry.
John Zielinski (CRD# 2374798) 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.
Jason Sippel (CRD# 7208659) 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.