Plexus Financial Services, LLC

Plexus Financial Services, LLC (CRD# 153132) is a financial advisory firm headquartered in Deer Park, IL. They manage $623,459,412 in 53 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    623
    MILLION
  • Total Number of Accounts
    53
    ACCOUNTS
  • Average Account Value
    $11,763,385
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Pension consulting services
  • Educational seminars/workshops
  • 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.

IL, IN, TX, WA, WI

Financial Advisors at Plexus Financial Services, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Kathleen M. Oconnor
CRD#: 6222993
21805 Field Parkway, Suite 300, Deer Park, IL 60010
89
Wealthminder
score

Kathleen Oconnor (CRD# 6222993) is an Investment Advisor Representative working at Plexus Financial Services, LLC in Deer Park, IL and has over 2 years of experience in the finance industry.

2
Raniel Iniguez
CRD#: 5963822
21805 Field Parkway, Suite 300, Deer Park, IL 60010
78
Wealthminder
score

Raniel Iniguez (CRD# 5963822) is an Investment Advisor Representative working at Plexus Financial Services, LLC in Deer Park, IL and has over 4 years of experience in the finance industry.

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