Steward Advisors, LLC

Steward Advisors, LLC (CRD# 156331) is a financial advisory firm headquartered in , . They manage $33,236,048 in 53 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    53
    ACCOUNTS
  • Average Account Value
    $627,095
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
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 Steward Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Timothy J. Obendorf
CRD#: 3154295
220 N. Green St., Chicago, IL 60607
103
Wealthminder
score

Timothy Obendorf (CRD# 3154295) founded Steward Advisors in 2011 and has 28 years of experience in the finance industry.  Tim started his career as a commercial and investment banker where he worked with businesses to solve complex financial problems.  Often these solutions involved coordinating financial, accounting, legal and business strategy expertise.  Tim then used those skills to help The ServiceMaster Company with strategic financial planning and capital markets transactions.  As a member of ServiceMaster’s 401k oversight committee, Tim became passionate about helping individuals and families prepare for their financial futures.

 

For the past 9 years, Tim has worked with high net worth families, helping them make wise financial choices.  Tim finds great satisfaction helping clients connect their financial decisions to their personal and family values.  He understands that good advice begins with building a relationship founded on trust.  Tim loves helping clients succeed and building friendships along the way.

 

Tim is a graduate of Wheaton College, where he earned his BA in economics and business, and of Northwestern University’s Kellogg Graduate School of Management.  He is a Registered Investment Advisor Representative and a Certified Financial PlannerTM professional.

 

Tim lives in Chciago with his wife Becky and his two daughters.  Tim is active in his church where he has presented financial workshops.  In addition, Tim is Chairman of the Board of International Teams. Tim also is on the board of directors of the DuPage County Estate Planning Council and is active in the Chicago chapter of the Barnabas Group.

2
Michael H. Kwon
CRD#: 1363301
Chicago, IL
93
Wealthminder
score

Michael Kwon (CRD# 1363301) is an Investment Advisor Representative working at Steward Advisors, LLC in Chicago, IL and has over 18 years of experience in the finance industry.

3
Dale R. Branda
CRD#: 6637454
Chicago, IL
90
Wealthminder
score

Dale Branda (CRD# 6637454) is an Investment Advisor Representative working at Steward Advisors, LLC in Chicago, IL and has 1 year of experience in the finance industry.

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