Rcm Wealth Advisors

Rcm Wealth Advisors (CRD# 153641) is a financial advisory firm headquartered in Chicago, IL. They manage $154,000,000 in 640 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    154
    MILLION
  • Total Number of Accounts
    640
    ACCOUNTS
  • Average Account Value
    $240,625
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, LA, ME, MI, NY, TX, WI

Financial Advisors at Rcm Wealth Advisors
Showing 1 - 10 of 15 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 35 years of experience in the finance industry.

4
Andrew T. Giovinazzi
CRD#: 4554787
Bath, ME
93
Wealthminder
score

Andrew Giovinazzi (CRD# 4554787) is an Investment Advisor Representative working at Rcm Wealth Advisors in Bath, ME and has over 14 years of experience in the finance industry.

5
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 13 years of experience in the finance industry.

6
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 12 years of experience in the finance industry.

7
George A. Tkaczuk
CRD#: 4704688
621 South Plymouth Ct, Suite 1, Chicago, IL 60605
93
Wealthminder
score

George Tkaczuk (CRD# 4704688) 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
Michael R. Tosaw
CRD#: 4648927
621 South Plymouth Ct, Suite 1, Chicago, IL 60605
93
Wealthminder
score

Michael Tosaw (CRD# 4648927) is an Investment Advisor Representative working at Rcm Wealth Advisors in Chicago, IL and has over 13 years of experience in the finance industry.

9
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 12 years of experience in the finance industry.

10
Jonah S. Weiss
CRD#: 4658818
621 South Plymouth Ct., Suite 1, Chicago, IL 60605
93
Wealthminder
score

Jonah Weiss (CRD# 4658818) is an Investment Advisor Representative working at Rcm Wealth Advisors in Chicago, IL and has over 12 years of experience in the finance industry.

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