Trader Wealth Management, LLC

Trader Wealth Management, LLC (CRD# 147190) is a financial advisory firm headquartered in Barrington, IL. They manage $40,889,000 in 169 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    169
    ACCOUNTS
  • Average Account Value
    $241,947
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Pension consulting services
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 Trader Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
William C. Herr
CRD#: 2447542
Barrington Corporate Center, 600 Hart Road, Suite 145, Barrington, IL 60010
96
Wealthminder
score

William Herr (CRD# 2447542) is an Investment Advisor Representative working at Trader Wealth Management, LLC in Barrington, IL and has over 22 years of experience in the finance industry. William Herr 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
Kyle J. Buffo
CRD#: 5878436
141 W Jackson Blvd, Suite 1570, Chicago, IL 60604
93
Wealthminder
score

Kyle Buffo (CRD# 5878436) is an Investment Advisor Representative working at Trader Wealth Management, LLC in Chicago, IL and has over 5 years of experience in the finance industry.

3
Terrence M. Burke
CRD#: 6640216
600 Hart Road, Suite 145, Barrington, IL 60010
90
Wealthminder
score

Terrence Burke (CRD# 6640216) is an Investment Advisor Representative working at Trader Wealth Management, LLC in Barrington, IL and has 1 year of experience in the finance industry.

4
Kenneth N. Gillen
CRD#: 6162084
Barrington Corporate Center, 600 Hart Road, Suite 145, Barrington, IL 60010
50
Wealthminder
score

Kenneth Gillen (CRD# 6162084) is an Investment Advisor Representative working at Trader Wealth Management, LLC in Barrington, IL and has over 3 years of experience in the finance industry.

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