T2 Asset Management, LLC

T2 Asset Management, LLC (CRD# 167714) is a financial advisory firm headquartered in Oakbrook Terrace, IL. They manage $44,984,043 in 468 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    468
    ACCOUNTS
  • Average Account Value
    $96,120
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.

FL, IL

Financial Advisors at T2 Asset Management, LLC
Showing 1 - 8 of 8 top financial advisors.
1
David C. Heinle
CRD#: 1935153
2 Transam Plaza Dr., Suite 200, Oakbrook Terrace, IL 60181
96
Wealthminder
score

David Heinle (CRD# 1935153) is an Investment Advisor Representative working at T2 Asset Management, LLC in Oakbrook Terrace, IL and has over 25 years of experience in the finance industry. David Heinle 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
Dragan Timotic
CRD#: 2498598
2 Transam Plaza Dr., Suite 200, Oakbrook Terrace, IL 60181
96
Wealthminder
score

Dragan Timotic (CRD# 2498598) is an Investment Advisor Representative working at T2 Asset Management, LLC in Oakbrook Terrace, IL and has over 9 years of experience in the finance industry.

3
Kenneth S. Tomko
CRD#: 5746520
2 Transam Plaza Dr., Suite 200, Oakbrook Terrace, IL 60181
96
Wealthminder
score

Kenneth Tomko (CRD# 5746520) is an Investment Advisor Representative working at T2 Asset Management, LLC in Oakbrook Terrace, IL and has over 6 years of experience in the finance industry. Kenneth Tomko 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.

4
Jonathan R. Helton
CRD#: 5474326
2 Transam Plaza Dr., Suite 200, Oakbrook Terrace, IL 60181
93
Wealthminder
score

Jonathan Helton (CRD# 5474326) is an Investment Advisor Representative working at T2 Asset Management, LLC in Oakbrook Terrace, IL and has over 8 years of experience in the finance industry.

5
Daniel P. Kuczero
CRD#: 5060233
2 Transam Plaza Dr., Suite 200, Oakbrook Terrace, IL 60181
93
Wealthminder
score

Daniel Kuczero (CRD# 5060233) is an Investment Advisor Representative working at T2 Asset Management, LLC in Oakbrook Terrace, IL and has over 10 years of experience in the finance industry.

6
Paul E. Novak
CRD#: 5089392
2 Transam Plaza Dr., Suite 200, Oakbrook Terrace, IL 60181
93
Wealthminder
score

Paul Novak (CRD# 5089392) is an Investment Advisor Representative working at T2 Asset Management, LLC in Oakbrook Terrace, IL and has over 10 years of experience in the finance industry.

7
James R. Oswald
CRD#: 1520633
2 Transam Plaza Dr., Suite 200, Oakbrook Terrace, IL 60181
90
Wealthminder
score

James Oswald (CRD# 1520633) is an Investment Advisor Representative working at T2 Asset Management, LLC in Oakbrook Terrace, IL and has 1 year of experience in the finance industry.

8
William B. Hammond
CRD#: 2232222
2 Transam Plaza Dr., Suite 200, Oakbrook Terrace, IL 60181
83
Wealthminder
score

William Hammond (CRD# 2232222) is an Investment Advisor Representative working at T2 Asset Management, LLC in Oakbrook Terrace, IL and has over 23 years of experience in the finance industry.

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