Whitnell & Co

Whitnell & Co (CRD# 104633) is a financial advisory firm headquartered in Oak Brook, IL. They manage $1,155,520,000 in 1,513 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,156
    MILLION
  • Total Number of Accounts
    1,513
    ACCOUNTS
  • Average Account Value
    $763,728
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
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.

CA, FL, IA, IL, IN, MO, NC, NY, TX, WA, WI

Financial Advisors at Whitnell & Co
Showing 1 - 10 of 12 top financial advisors.
1
Mia L. Erickson
CRD#: 2864638
701 Harger Road, Suite 190, Oak Brook, IL 60523
96
Wealthminder
score

Mia Erickson (CRD# 2864638) is an Investment Advisor Representative working at Whitnell & Co in Oak Brook, IL and has over 19 years of experience in the finance industry. Mia Erickson 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
Brian J. Henderson
CRD#: 2499420
701 Harger Road, Suite 190, Oak Brook, IL 60523
96
Wealthminder
score

Brian Henderson (CRD# 2499420) is an Investment Advisor Representative working at Whitnell & Co in Oak Brook, IL and has over 22 years of experience in the finance industry. Brian Henderson 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.

3
Christy E. Pedersen
CRD#: 2191179
701 Harger Road, Suite 190, Oak Brook, IL 60523
96
Wealthminder
score

Christy Pedersen (CRD# 2191179) is an Investment Advisor Representative working at Whitnell & Co in Oak Brook, IL and has over 25 years of experience in the finance industry.

4
Wayne M. Janus
CRD#: 1180927
701 Harger Road, Suite 190, Oak Brook, IL 60523
93
Wealthminder
score

Wayne Janus (CRD# 1180927) is an Investment Advisor Representative working at Whitnell & Co in Oak Brook, IL and has over 32 years of experience in the finance industry.

5
Michael A. Loizzi
CRD#: 5867950
701 Harger Road, Suite 190, Oak Brook, IL 60523
93
Wealthminder
score

Michael Loizzi (CRD# 5867950) is an Investment Advisor Representative working at Whitnell & Co in Oak Brook, IL and has over 5 years of experience in the finance industry.

6
Christine J. Sibrava
CRD#: 5923825
701 Harger Road, Suite 190, Oak Brook, IL 60523
93
Wealthminder
score

Christine Sibrava (CRD# 5923825) is an Investment Advisor Representative working at Whitnell & Co in Oak Brook, IL and has over 11 years of experience in the finance industry.

7
Barbara A. Whiting
CRD#: 4627031
701 Harger Road, Suite 190, Oak Brook, IL 60523
93
Wealthminder
score

Barbara Whiting (CRD# 4627031) is an Investment Advisor Representative working at Whitnell & Co in Oak Brook, IL and has over 13 years of experience in the finance industry.

8
Craig S. Janus
CRD#: 5883260
701 Harger Road, Suite 190, Oak Brook, IL 60523
90
Wealthminder
score

Craig Janus (CRD# 5883260) is an Investment Advisor Representative working at Whitnell & Co in Oak Brook, IL and has 1 year of experience in the finance industry. Craig Janus 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.

9
Robert M. Legan
CRD#: 5552941
701 Harger Road, Suite 190, Oak Brook, IL 60523
90
Wealthminder
score

Robert Legan (CRD# 5552941) is an Investment Advisor Representative working at Whitnell & Co in Oak Brook, IL and has 1 year of experience in the finance industry. Robert Legan 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.

10
David R. Peckenpaugh
CRD#: 5122631
701 Harger Road, Suite 190, Oak Brook, IL 60523
90
Wealthminder
score

David Peckenpaugh (CRD# 5122631) is an Investment Advisor Representative working at Whitnell & Co in Oak Brook, IL and has 1 year of experience in the finance industry.

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