Signature Financial Services, Ltd

Signature Financial Services, Ltd (CRD# 123729) is a financial advisory firm headquartered in Arlington Heights, IL. They manage $215,664,332 in 474 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    216
    MILLION
  • Total Number of Accounts
    474
    ACCOUNTS
  • Average Account Value
    $454,988
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
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, GA, IL, IN, SC, TN, TX

Financial Advisors at Signature Financial Services, Ltd
Showing 11 - 19 of 19 top financial advisors.
11
Matthew A. Moulton
CRD#: 7052956
855 East Golf Road, Suite 2128, Arlington Heights, IL 60005

Matthew Moulton (CRD# 7052956) is an Investment Advisor Representative working at Signature Financial Services, Ltd in Arlington Heights, IL and has over 3 years of experience in the finance industry.

12
Timothy M. Olmstead
CRD#: 1847213
855 East Golf Road, Suite 2128, Arlington Heights, IL 60005

Timothy Olmstead (CRD# 1847213) is an Investment Advisor Representative working at Signature Financial Services, Ltd in Arlington Heights, IL and has over 30 years of experience in the finance industry.

13
Phyllis A. Parks
CRD#: 3178489
2200a Kickapoo Dr, Danville, IL 61832

Phyllis Parks (CRD# 3178489) is an Investment Advisor Representative working at Signature Financial Services, Ltd in Danville, IL and has over 23 years of experience in the finance industry.

14
George H. Pidgeon
CRD#: 4255302
855 East Golf Road, Suite 2128, Arlington Heights, IL 60005

George Pidgeon (CRD# 4255302) is an Investment Advisor Representative working at Signature Financial Services, Ltd in Arlington Heights, IL and has over 21 years of experience in the finance industry.

15
Marvin Reinglass
CRD#: 4085785
855 East Golf Road, Suite 2128, Arlington Heights, IL 60005

Marvin Reinglass (CRD# 4085785) is an Investment Advisor Representative working at Signature Financial Services, Ltd in Arlington Heights, IL and has over 22 years of experience in the finance industry.

16
Robert L. Sabin
CRD#: 4212737
1751 Lake Cook Road, Suite 400, Deerfield, IL 60015

Robert Sabin (CRD# 4212737) is an Investment Advisor Representative working at Signature Financial Services, Ltd in Deerfield, IL and has over 21 years of experience in the finance industry.

17
Susan L. Szalczynski
CRD#: 4019996
5576 North Elston Avenue, Chicago, IL 60656

Susan Szalczynski (CRD# 4019996) is an Investment Advisor Representative working at Signature Financial Services, Ltd in Chicago, IL and has over 22 years of experience in the finance industry.

18
Richard C. Thomas
CRD#: 1909414
Noblesville, IN

Richard Thomas (CRD# 1909414) is an Investment Advisor Representative working at Signature Financial Services, Ltd in Noblesville, IN and has over 27 years of experience in the finance industry.

19
Bradley K. Walton
CRD#: 1904117
855 East Golf Road, Suite 2128, Arlington Heights, IL 60005

Bradley Walton (CRD# 1904117) is an Investment Advisor Representative working at Signature Financial Services, Ltd in Arlington Heights, IL and has over 30 years of experience in the finance industry.

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