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).

By the Numbers
  • Total Assets Under Management
    169
    MILLION
  • Total Number of Accounts
    1,283
    ACCOUNTS
  • Average Account Value
    $131,555
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
The map below shows states where this firm has explicit registration only.

CT, DE, FL, IL, LA, MI, NH, NJ, OK, SC, TX, VA, WI

Financial Advisors at Sgl Financial, LLC
Showing 1 - 10 of 12 top financial advisors.
1
Dylan J. Cowen
CRD#: 5782371
1130 W Lake Cook Road, Suite 150, Buffalo Grove, IL 60089

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.

2
Roger J. Cowen
CRD#: 705542
1130 W Lake Cook Road, Suite 150, Buffalo Grove, IL 60089

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.

3
Jennifer L. Eberwein
CRD#: 6180798
1130 W. Lake Cook Road, Suite 175, Buffalo Grove, IL 60089

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.

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

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.

5
Gabriel D. Lewit
CRD#: 5845816
1130 W Lake Cook Road, Suite 150, Buffalo Grove, IL 60089

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.

6
Steven R. Lewit
CRD#: 3262075
1130 W Lake Cook Road, Suite 150, Buffalo Grove, IL 60089

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.

7
Robert D. Moore
CRD#: 2094190
1800 North Interstate Drive, Suite 114, Norman, OK 73071

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.

8
Sean J. Schickel
CRD#: 6674723
420 Hudgins Road, Suite 105, Fredericksburg, VA 22408

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.

9
David Schmitz
CRD#: 6481533
131 Randall Avenue, Rhinelander, WI 54501

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.

10
Steven J. Thomas
CRD#: 1274392
1130 W Lake Cook Road, Suite 150, Buffalo Grove, IL 60089

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.

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