Piershale Financial Group, Inc.

Piershale Financial Group, Inc. (CRD# 156862) is a financial advisory firm headquartered in Crystal Lake, IL. They manage $222,478,265 in 1,464 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    222
    MILLION
  • Total Number of Accounts
    1,464
    ACCOUNTS
  • Average Account Value
    $151,966
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
  • Other
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.

AZ, FL, IL, IN, WI

Financial Advisors at Piershale Financial Group, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Matthew D. Nadeau
CRD#: 4975004
407 East Congress Parkway, Suite C, Crystal Lake, IL 60014
96
Wealthminder
score

Matthew Nadeau (CRD# 4975004) is an Investment Advisor Representative working at Piershale Financial Group, Inc. in Crystal Lake, IL and has over 11 years of experience in the finance industry.

2
John M. Piershale
CRD#: 2335715
407 East Congress Parkway, Suite C, Crystal Lake, IL 60014
96
Wealthminder
score

John Piershale (CRD# 2335715) is an Investment Advisor Representative working at Piershale Financial Group, Inc. in Crystal Lake, IL and has over 23 years of experience in the finance industry. John Piershale 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
Bahman K. Barzideh
CRD#: 4479188
407 East Congress Parkway, Suite C, Crystal Lake, IL 60014
93
Wealthminder
score

Bahman Barzideh (CRD# 4479188) is an Investment Advisor Representative working at Piershale Financial Group, Inc. in Crystal Lake, IL and has over 13 years of experience in the finance industry.

4
Michael D. Piershale
CRD#: 1108465
407 East Congress Parkway, Suite C, Crystal Lake, IL 60014
86
Wealthminder
score

Michael Piershale (CRD# 1108465) is an Investment Advisor Representative working at Piershale Financial Group, Inc. in Crystal Lake, IL and has over 21 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.