Resource Financial Group, Ltd.

Resource Financial Group, Ltd. (CRD# 119833) is a financial advisory firm headquartered in Wilmette, IL. They manage $182,469,459 in 492 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    182
    MILLION
  • Total Number of Accounts
    492
    ACCOUNTS
  • Average Account Value
    $370,873
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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

Financial Advisors at Resource Financial Group, Ltd.
Showing 1 - 2 of 2 top financial advisors.
1
Brian A. Pugal
CRD#: 4626115
1000 Skokie Blvd. Suite 525, Wilmette, IL 60091
96
Wealthminder
score

Brian Pugal (CRD# 4626115) is an Investment Advisor Representative working at Resource Financial Group, Ltd. in Wilmette, IL and has over 10 years of experience in the finance industry. Brian Pugal 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.

2
Peter M. Maris
CRD#: 2177794
1000 Skokie Blvd.. Suite 525, Wilmette, IL 60091
86
Wealthminder
score

Peter Maris (CRD# 2177794) is an Investment Advisor Representative working at Resource Financial Group, Ltd. in Wilmette, IL and has over 26 years of experience in the finance industry. Peter Maris 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.

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