Propel Financial Advisors, LLC

Propel Financial Advisors, LLC (CRD# 299279) is a financial advisory firm headquartered in Chicago, IL. They manage $58,710,344 in 90 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    59
    MILLION
  • Total Number of Accounts
    90
    ACCOUNTS
  • Average Account Value
    $652,337
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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)
  • Educational seminars/workshops
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, TN

Financial Advisors at Propel Financial Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Emily H. Agosto
CRD#: 5996658
Chicago, IL

Emily Agosto (CRD# 5996658) is an Investment Advisor Representative working at Propel Financial Advisors, LLC in Chicago, IL and has over 9 years of experience in the finance industry.

2
Amanda L. Vaught
CRD#: 6626153
Brooklyn, NY

Amanda Vaught (CRD# 6626153) is an Investment Advisor Representative working at Propel Financial Advisors, LLC in Brooklyn, NY and has over 3 years of experience in the finance industry.

3
David H. Vaught
CRD#: 2628191
Naperville, IL

David Vaught (CRD# 2628191) is an Investment Advisor Representative working at Propel Financial Advisors, LLC in Naperville, IL and has over 25 years of experience in the finance industry.

4
Danielle N. Woods
CRD#: 4573090
Maryville, TN

Danielle Woods (CRD# 4573090) is an Investment Advisor Representative working at Propel Financial Advisors, LLC in Maryville, TN and has over 19 years of experience in the finance industry.

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