Rcm Wealth Advisors

Rcm Wealth Advisors (CRD# 153641) is a financial advisory firm headquartered in Chicago, IL. They manage $180,000,000 in 971 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    180
    MILLION
  • Total Number of Accounts
    971
    ACCOUNTS
  • Average Account Value
    $185,376
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
  • 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.

CA, FL, IL, IN, TX

Financial Advisors at Rcm Wealth Advisors
Showing 1 - 10 of 14 top financial advisors.
1
Michael A. Cavanaugh
CRD#: 4794844
621 South Plymouth Ct, Suite 1, Chicago, IL 60605
100
Wealthminder
score

Michael Cavanaugh (CRD# 4794844) is an Investment Advisor Representative working at Rcm Wealth Advisors in Chicago, IL and has over 11 years of experience in the finance industry.

  

2
Brendan M. Walsh
CRD#: 6361301
621 South Plymouth Ct, Suite 1, Chicago, IL 60605
96
Wealthminder
score

Brendan Walsh (CRD# 6361301) is an Investment Advisor Representative working at Rcm Wealth Advisors in Chicago, IL and has 2 year of experience in the finance industry.

 

He specializes in financial planning and investments for young professionals, couples starting a family, and recent home buyers.

 

He also works extensively with 401k plans with medium and small businesses.

 

3
James C. Bellinger
CRD#: 1007433
125 W. Orchard, Itasca, IL 60143
93
Wealthminder
score

James Bellinger (CRD# 1007433) is an Investment Advisor Representative working at Rcm Wealth Advisors in Itasca, IL and has over 36 years of experience in the finance industry.

4
Edward A. Cheatham
CRD#: 6016615
621 S. Plymouth, Suite 1, Chicago, IL 60605
93
Wealthminder
score

Edward Cheatham (CRD# 6016615) is an Investment Advisor Representative working at Rcm Wealth Advisors in Chicago, IL and has over 6 years of experience in the finance industry.

5
Christopher F. Chiu
CRD#: 6134847
621 S. Plymouth Ct., Suite 100, Chicago, IL 60605
93
Wealthminder
score

Christopher Chiu (CRD# 6134847) is an Investment Advisor Representative working at Rcm Wealth Advisors in Chicago, IL and has over 6 years of experience in the finance industry.

6
Jos Saldana
CRD#: 4647394
621 South Plymouth Street, First Floor, Suite 1, Chicago, IL 60605
93
Wealthminder
score

Jos Saldana (CRD# 4647394) is an Investment Advisor Representative working at Rcm Wealth Advisors in Chicago, IL and has over 15 years of experience in the finance industry.

7
James M. Swint
CRD#: 4746821
621 S. Plymouth Ct., Chicago, IL 60605
93
Wealthminder
score

James Swint (CRD# 4746821) is an Investment Advisor Representative working at Rcm Wealth Advisors in Chicago, IL and has over 13 years of experience in the finance industry.

8
George A. Tkaczuk
CRD#: 4704688
318 West Adams Street, Suite 1300a, Chicago, IL 60606
93
Wealthminder
score

George Tkaczuk (CRD# 4704688) is an Investment Advisor Representative working at Rcm Wealth Advisors in Chicago, IL and has over 14 years of experience in the finance industry.

9
Michael R. Tosaw
CRD#: 4648927
318 West Adams Street, Suite 1300a, Chicago, IL 60606
93
Wealthminder
score

Michael Tosaw (CRD# 4648927) is an Investment Advisor Representative working at Rcm Wealth Advisors in Chicago, IL and has over 15 years of experience in the finance industry.

10
Timothy M. Webb
CRD#: 4735714
216 S. Jefferson Street, Suite 601, Chicago, IL 60661
93
Wealthminder
score

Timothy Webb (CRD# 4735714) is an Investment Advisor Representative working at Rcm Wealth Advisors in Chicago, IL and has over 14 years of experience in the finance industry.

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