Whitnell & Co

Whitnell & Co (CRD# 104633) is a financial advisory firm headquartered in Oak Brook, IL. They manage $940,420,500 in 1,437 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    940
    MILLION
  • Total Number of Accounts
    1,437
    ACCOUNTS
  • Average Account Value
    $654,433
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, LA, MO, NC, NY, TX, WA, WI

Financial Advisors at Whitnell & Co
Showing 1 - 10 of 13 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 21 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
Brian R. Kamin
CRD#: 5911805
701 Harger Road, Suite 190, Oak Brook, IL 60523
96
Wealthminder
score

Brian Kamin (CRD# 5911805) is an Investment Advisor Representative working at Whitnell & Co in Oak Brook, IL and has over 5 years of experience in the finance industry. Brian Kamin 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.

4
Michael A. Loizzi
CRD#: 5867950
701 Harger Road, Suite 190, Oak Brook, IL 60523
96
Wealthminder
score

Michael Loizzi (CRD# 5867950) is an Investment Advisor Representative working at Whitnell & Co in Oak Brook, IL and has over 7 years of experience in the finance industry. Michael Loizzi 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
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. Christy Pedersen 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
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.

7
Michelle L. Pecyna
CRD#: 6326301
701 Harger Road, Suite 190, Oak Brook, IL 60523
93
Wealthminder
score

Michelle Pecyna (CRD# 6326301) is an Investment Advisor Representative working at Whitnell & Co in Oak Brook, IL and has over 3 years of experience in the finance industry. Michelle Pecyna 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.

8
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 15 years of experience in the finance industry.

9
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.

10
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.

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