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).

By the Numbers
  • Total Assets Under Management
    288
    MILLION
  • Total Number of Accounts
    439
    ACCOUNTS
  • Average Account Value
    $655,064
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Optimum Investment Advisors, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Thomas J. Czech
CRD#: 602623
400 East Wisconsin Ave, Milwaukee, WI 53202

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.

2
Alfred D. Holland
CRD#: 1576896
20 S. Clark Street, Suite 2130, Chicago, IL 60603

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.

3
Mark W. Johnson
CRD#: 1018744
20 S. Clark Street, Suite 2130, Chicago, IL 60603

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.

4
Terry M. McCaffrey
CRD#: 4850382
20 S. Clark Street, Suite 2130, Chicago, IL 60603

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.

5
John J. Zielinski
CRD#: 2374798
20 S. Clark Street, Suite 2130, Chicago, IL 60603

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.

6
Jason R. Sippel
CRD#: 7208659
20 S. Clark Street, Suite 2130, Chicago, IL 60603

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.

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