Opus Wealth Management Group

Opus Wealth Management Group (CRD# 176525) is a financial advisory firm headquartered in Lisle, IL. They manage $148,000,000 in 725 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    148
    MILLION
  • Total Number of Accounts
    725
    ACCOUNTS
  • Average Account Value
    $204,138
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

FL, IL, IN, TX

Financial Advisors at Opus Wealth Management Group
Showing 1 - 10 of 18 top financial advisors.
1
Charles W. Baier
CRD#: 5056481
1011 Warrenville Road, Suite 155, Lisle, IL 60532
96
Wealthminder
score

Charles Baier (CRD# 5056481) is an Investment Advisor Representative working at Opus Wealth Management Group in Lisle, IL and has over 11 years of experience in the finance industry. Charles Baier 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.

2
Denis J. Conlon
CRD#: 1351682
15321 S 94th Ave., Suite 100, Orland Park, IL 60462
96
Wealthminder
score

Denis Conlon (CRD# 1351682) is an Investment Advisor Representative working at Opus Wealth Management Group in Orland Park, IL and has over 16 years of experience in the finance industry. Denis Conlon 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.

3
Ronald L. Bickel
CRD#: 4100746
15321 S 94th Ave., Suite 100, Orland Park, IL 60462
93
Wealthminder
score

Ronald Bickel (CRD# 4100746) is an Investment Advisor Representative working at Opus Wealth Management Group in Orland Park, IL and has over 17 years of experience in the finance industry.

4
Jeffery A. Grecu
CRD#: 1678784
1011 Warrenville Road, Suite 155, Lisle, IL 60532
93
Wealthminder
score

Jeffery Grecu (CRD# 1678784) is an Investment Advisor Representative working at Opus Wealth Management Group in Lisle, IL and has over 26 years of experience in the finance industry.

5
Douglas S. Klimah
CRD#: 5342067
15321 S 94th Ave., Suite 100, Orland Park, IL 60462
93
Wealthminder
score

Douglas Klimah (CRD# 5342067) is an Investment Advisor Representative working at Opus Wealth Management Group in Orland Park, IL and has over 10 years of experience in the finance industry.

6
William T. Maxwell
CRD#: 3239706
1011 Warrenville Road, Suite 155, Lisle, IL 60532
93
Wealthminder
score

William Maxwell (CRD# 3239706) is an Investment Advisor Representative working at Opus Wealth Management Group in Lisle, IL and has over 18 years of experience in the finance industry.

7
Kyle B. McBroom
CRD#: 2985919
1011 Warrenville Road, Suite 155, Lisle, IL 60532
93
Wealthminder
score

Kyle McBroom (CRD# 2985919) is an Investment Advisor Representative working at Opus Wealth Management Group in Lisle, IL and has over 19 years of experience in the finance industry.

8
Stephen M. Potts
CRD#: 4441380
1011 Warrenville Road, Suite 155, Lisle, IL 60532
93
Wealthminder
score

Stephen Potts (CRD# 4441380) is an Investment Advisor Representative working at Opus Wealth Management Group in Lisle, IL and has over 15 years of experience in the finance industry.

9
Ronald L. Whittingham
CRD#: 4175525
15321 S 94th Ave., Suite 100, Orland Park, IL 60462
93
Wealthminder
score

Ronald Whittingham (CRD# 4175525) is an Investment Advisor Representative working at Opus Wealth Management Group in Orland Park, IL and has over 17 years of experience in the finance industry.

10
Kyle D. Harper
CRD#: 5864870
1011 Warrenville Road, Suite 155, Lisle, IL 60532
90
Wealthminder
score

Kyle Harper (CRD# 5864870) is an Investment Advisor Representative working at Opus Wealth Management Group in Lisle, IL and has over 4 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.