Sgl Financial, LLC
Sgl Financial, LLC (CRD# 158023) is a financial advisory firm headquartered in Buffalo Grove, IL. They manage $168,784,960 in 1,283 accounts and serve the financial needs of clients across 13 states (or territories).
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Total Assets Under Management169MILLION
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Total Number of Accounts1,283ACCOUNTS
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Average Account Value$131,555
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
CT, DE, FL, IL, LA, MI, NH, NJ, OK, SC, TX, VA, WI
Dylan Cowen (CRD# 5782371) is an Investment Advisor Representative working at Sgl Financial, LLC in Buffalo Grove, IL and has over 13 years of experience in the finance industry.
Roger Cowen (CRD# 705542) is an Investment Advisor Representative working at Sgl Financial, LLC in Buffalo Grove, IL and has over 43 years of experience in the finance industry.
Jennifer Eberwein (CRD# 6180798) is an Investment Advisor Representative working at Sgl Financial, LLC in Buffalo Grove, IL and has over 11 years of experience in the finance industry.
Leonard Hayduchok (CRD# 2534769) is an Investment Advisor Representative working at Sgl Financial, LLC in Hamilton, NJ and has over 16 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.
Gabriel Lewit (CRD# 5845816) is an Investment Advisor Representative working at Sgl Financial, LLC in Buffalo Grove, IL and has over 13 years of experience in the finance industry.
Steven Lewit (CRD# 3262075) 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.
Robert Moore (CRD# 2094190) is an Investment Advisor Representative working at Sgl Financial, LLC in Norman, OK and has over 33 years of experience in the finance industry.
Sean Schickel (CRD# 6674723) is an Investment Advisor Representative working at Sgl Financial, LLC in Fredericksburg, VA and has over 7 years of experience in the finance industry.
David Schmitz (CRD# 6481533) is an Investment Advisor Representative working at Sgl Financial, LLC in Rhinelander, WI and has over 8 years of experience in the finance industry.
Steven Thomas (CRD# 1274392) is an Investment Advisor Representative working at Sgl Financial, LLC in Buffalo Grove, IL and has over 39 years of experience in the finance industry.