Wealth Financial Advisory Services, LLC

Wealth Financial Advisory Services, LLC (CRD# 158023) is a financial advisory firm headquartered in Buffalo Grove, IL. They manage $65,957,935 in 744 accounts and serve the financial needs of clients across 22 states (or territories).

By the Numbers
  • Total Assets Under Management
    66
    MILLION
  • Total Number of Accounts
    744
    ACCOUNTS
  • Average Account Value
    $88,653
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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.

AR, AZ, CA, CO, CT, FL, IA, IL, IN, LA, MI, MS, NC, NH, NJ, OH, OK, SD, TN, TX, VA, WI

Financial Advisors at Wealth Financial Advisory Services, LLC
Showing 1 - 10 of 27 top financial advisors.
1
James A. Barnash
CRD#: 839995
1130 W. Lake Cook Road, Suite 175, Buffalo Grove, IL 60089
96
Wealthminder
score

James Barnash (CRD# 839995) is an Investment Advisor Representative working at Wealth Financial Advisory Services, LLC in Buffalo Grove, IL and has over 24 years of experience in the finance industry. James Barnash 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
Roger J. Cowen
CRD#: 705542
433 S. Main Street, Suite 310, West Hartford, CT 06110
96
Wealthminder
score

Roger Cowen (CRD# 705542) is an Investment Advisor Representative working at Wealth Financial Advisory Services, LLC in West Hartford, CT and has over 36 years of experience in the finance industry.

3
Leonard P. Hayduchok
CRD#: 2534769
3673 Quakerbridge Road, Trenton, NJ 08619
96
Wealthminder
score

Leonard Hayduchok (CRD# 2534769) is an Investment Advisor Representative working at Wealth Financial Advisory Services, LLC in Trenton, NJ and has over 9 years of experience in the finance industry. Leonard Hayduchok 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
Nicholas R. Sloane
CRD#: 1325510
27475 Ferry Rd., Warrenville, IL 60555
96
Wealthminder
score

Nicholas Sloane (CRD# 1325510) is an Investment Advisor Representative working at Wealth Financial Advisory Services, LLC in Warrenville, IL and has over 25 years of experience in the finance industry.

5
William R. Bright
CRD#: 1431615
3560 Quakerbridge Road, Trenton, NJ 08619
93
Wealthminder
score

William Bright (CRD# 1431615) is an Investment Advisor Representative working at Wealth Financial Advisory Services, LLC in Trenton, NJ and has over 19 years of experience in the finance industry.

6
Scott C. Campbell
CRD#: 2848797
1502 West Avenue, Austin, TX 78701
93
Wealthminder
score

Scott Campbell (CRD# 2848797) is an Investment Advisor Representative working at Wealth Financial Advisory Services, LLC in Austin, TX and has over 19 years of experience in the finance industry.

7
Peter J. Conway
CRD#: 2098646
1130 W Lake Cook Road, Suite 175, Buffalo Grove, IL 60089
93
Wealthminder
score

Peter Conway (CRD# 2098646) is an Investment Advisor Representative working at Wealth Financial Advisory Services, LLC in Buffalo Grove, IL and has over 17 years of experience in the finance industry.

8
Dylan J. Cowen
CRD#: 5782371
433 S. Main Street, Suite 310, West Hartford, CT 06110
93
Wealthminder
score

Dylan Cowen (CRD# 5782371) is an Investment Advisor Representative working at Wealth Financial Advisory Services, LLC in West Hartford, CT and has over 6 years of experience in the finance industry.

9
Brenda G. Geurin
CRD#: 5484928
1130 W Lake Cook Road, Suite 175, Buffalo Grove, IL 60089
93
Wealthminder
score

Brenda Geurin (CRD# 5484928) is an Investment Advisor Representative working at Wealth Financial Advisory Services, LLC in Buffalo Grove, IL and has over 8 years of experience in the finance industry.

10
Gabriel D. Lewit
CRD#: 5845816
1130 W Lake Cook Road, Suite 175, Buffalo Grove, IL 60089
93
Wealthminder
score

Gabriel Lewit (CRD# 5845816) is an Investment Advisor Representative working at Wealth Financial Advisory Services, LLC in Buffalo Grove, IL and has over 6 years of experience in the finance industry.

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