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 20 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 23 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 26 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 33 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 6 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 12 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 14 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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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.