Sgl Financial, LLC

Sgl Financial, LLC (CRD# 158023) is a financial advisory firm headquartered in Buffalo Grove, IL. They manage $82,735,000 in 1,049 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    83
    MILLION
  • Total Number of Accounts
    1,049
    ACCOUNTS
  • Average Account Value
    $78,870
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, CA, CO, CT, DE, FL, IA, IL, IN, LA, MI, NH, NJ, OH, OK, OR, TN, TX, VA, WI

Financial Advisors at Sgl Financial, LLC
Showing 1 - 10 of 32 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 Sgl Financial, LLC in Buffalo Grove, IL and has over 26 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
William P. Boscow
CRD#: 1341041
1130 W. Lake Cook Road, Suite 150, Buffalo Grove, IL 60089
96
Wealthminder
score

William Boscow (CRD# 1341041) is an Investment Advisor Representative working at Sgl Financial, LLC in Buffalo Grove, IL and has over 31 years of experience in the finance industry.

3
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 Sgl Financial, LLC in West Hartford, CT and has over 37 years of experience in the finance industry.

4
Leonard P. Hayduchok
CRD#: 2534769
3673 Quakerbridge Road, Hamilton, NJ 08619
96
Wealthminder
score

Leonard Hayduchok (CRD# 2534769) is an Investment Advisor Representative working at Sgl Financial, LLC in Hamilton, NJ and has over 11 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.

5
Maria P. Zakutny
CRD#: 1774115
205 Philadelphia Pike, Wilmington, DE 19809
96
Wealthminder
score

Maria Zakutny (CRD# 1774115) is an Investment Advisor Representative working at Sgl Financial, LLC in Wilmington, DE and has over 10 years of experience in the finance industry. Maria Zakutny 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.

6
Paul D. Ambrosini
CRD#: 2299241
1130 W. Lake Cook Road, Suite 150, Buffalo Grove, IL 60089
93
Wealthminder
score

Paul Ambrosini (CRD# 2299241) is an Investment Advisor Representative working at Sgl Financial, LLC in Buffalo Grove, IL and has over 24 years of experience in the finance industry.

7
William R. Bright
CRD#: 1431615
3560 Quakerbridge Road, Hamilton, NJ 08619
93
Wealthminder
score

William Bright (CRD# 1431615) is an Investment Advisor Representative working at Sgl Financial, LLC in Hamilton, NJ and has over 20 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 Sgl Financial, LLC in West Hartford, CT and has over 8 years of experience in the finance industry.

9
Jennifer L. Eberwein
CRD#: 6180798
1130 W. Lake Cook Road, Suite 175, Buffalo Grove, IL 60089
93
Wealthminder
score

Jennifer Eberwein (CRD# 6180798) is an Investment Advisor Representative working at Sgl Financial, LLC in Buffalo Grove, IL and has over 5 years of experience in the finance industry.

10
Brenda G. Geurin
CRD#: 5484928
1130 W Lake Cook Road, Suite 150, Buffalo Grove, IL 60089
93
Wealthminder
score

Brenda Geurin (CRD# 5484928) is an Investment Advisor Representative working at Sgl Financial, LLC in Buffalo Grove, IL and has over 10 years of experience in the finance industry.

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