Romano Wealth Management

Romano Wealth Management (CRD# 3215) is a financial advisory firm headquartered in Evanston, IL. They manage $762,826,649 in 1,387 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    763
    MILLION
  • Total Number of Accounts
    1,387
    ACCOUNTS
  • Average Account Value
    $549,983
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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.

AZ, CA, CO, FL, IL, IN, MN, NC, TX, WI

Financial Advisors at Romano Wealth Management
Showing 1 - 10 of 13 top financial advisors.
1
Osman Arain
CRD#: 2629717
1560 Sherman Avenue, Ste 1300, Evanston, IL 60201
96
Wealthminder
score

Osman Arain (CRD# 2629717) is an Investment Advisor Representative working at Romano Wealth Management in Evanston, IL and has over 12 years of experience in the finance industry.

2
Joseph R. Romano
CRD#: 2659164
1560 Sherman Avenue, Suite 1300, Evanston, IL 60201
96
Wealthminder
score

Joseph Romano (CRD# 2659164) is an Investment Advisor Representative working at Romano Wealth Management in Evanston, IL and has over 22 years of experience in the finance industry. Joseph Romano 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.

3
Eric A. Bederman
CRD#: 2074318
1560 Sherman Avenue, Ste 1300, Evanston, IL 60201
93
Wealthminder
score

Eric Bederman (CRD# 2074318) is an Investment Advisor Representative working at Romano Wealth Management in Evanston, IL and has over 26 years of experience in the finance industry.

4
Deborah L. Cross
CRD#: 4659319
1560 Sherman Avenue, Suite 1300, Evanston, IL 60201
93
Wealthminder
score

Deborah Cross (CRD# 4659319) is an Investment Advisor Representative working at Romano Wealth Management in Evanston, IL and has over 14 years of experience in the finance industry.

5
Laura T. Daly
CRD#: 4185116
1560 Sherman Avenue, Suite 1300, Evanston, IL 60201
93
Wealthminder
score

Laura Daly (CRD# 4185116) is an Investment Advisor Representative working at Romano Wealth Management in Evanston, IL and has over 17 years of experience in the finance industry.

6
Douglas N. Geisser
CRD#: 1137506
1560 Sherman Avenue, Suite 1300, Evanston, IL 60201
93
Wealthminder
score

Douglas Geisser (CRD# 1137506) is an Investment Advisor Representative working at Romano Wealth Management in Evanston, IL and has over 33 years of experience in the finance industry.

7
Peter Hemwall
CRD#: 5972002
1560 Sherman Avenue, Suite 1300, Evanston, IL 60201
93
Wealthminder
score

Peter Hemwall (CRD# 5972002) is an Investment Advisor Representative working at Romano Wealth Management in Evanston, IL and has over 6 years of experience in the finance industry.

8
Richard A. Hemwall
CRD#: 1677518
1560 Sherman Avenue, Suite 1300, Evanston, IL 60201
93
Wealthminder
score

Richard Hemwall (CRD# 1677518) is an Investment Advisor Representative working at Romano Wealth Management in Evanston, IL and has over 30 years of experience in the finance industry.

9
Brett P. Larson
CRD#: 4620646
1560 Sherman Avenue, Suite 1300, Evanston, IL 60201
93
Wealthminder
score

Brett Larson (CRD# 4620646) is an Investment Advisor Representative working at Romano Wealth Management in Evanston, IL and has over 15 years of experience in the finance industry.

10
Holly C. Nanos
CRD#: 5785190
1560 Sherman Avenue, Suite 1300, Evanston, IL 60201
93
Wealthminder
score

Holly Nanos (CRD# 5785190) is an Investment Advisor Representative working at Romano Wealth Management in Evanston, IL and has over 6 years of experience in the finance industry.

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