Wna Wealth Advisors, Inc.

Wna Wealth Advisors, Inc. (CRD# 106792) is a financial advisory firm headquartered in Hinsdale, IL. They manage $355,281,020 in 863 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    355
    MILLION
  • Total Number of Accounts
    863
    ACCOUNTS
  • Average Account Value
    $411,681
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
  • Pension consulting services
  • Other
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.

FL, IL, IN, WI

Financial Advisors at Wna Wealth Advisors, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Mary E. McLean
CRD#: 2218555
120 E. Ogden Ave., Suite 130, Hinsdale, IL 60521
96
Wealthminder
score

Mary McLean (CRD# 2218555) is an Investment Advisor Representative working at Wna Wealth Advisors, Inc. in Hinsdale, IL and has over 18 years of experience in the finance industry. Mary McLean 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
Robert A. Westrick
CRD#: 2204177
120 E. Ogden Avenue, Suite 130, Hinsdale, IL 60521
96
Wealthminder
score

Robert Westrick (CRD# 2204177) is an Investment Advisor Representative working at Wna Wealth Advisors, Inc. in Hinsdale, IL and has over 25 years of experience in the finance industry. Robert Westrick 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
Thomas E. Westrick
CRD#: 3211113
120 E. Ogden Avenue, Suite 130, Hinsdale, IL 60521
96
Wealthminder
score

Thomas Westrick (CRD# 3211113) is an Investment Advisor Representative working at Wna Wealth Advisors, Inc. in Hinsdale, IL and has over 18 years of experience in the finance industry. Thomas Westrick 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
Joseph C. Feldmann
CRD#: 5904616
120 E. Ogden Ave, Suite 130, Hinsdale, IL 60521
90
Wealthminder
score

Joseph Feldmann (CRD# 5904616) is an Investment Advisor Representative working at Wna Wealth Advisors, Inc. in Hinsdale, IL and has 1 year of experience in the finance industry. Joseph Feldmann 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
Robert A. Murphy
CRD#: 859461
120 E. Ogden Avenue, Suite 130, Hinsdale, IL 60521
86
Wealthminder
score

Robert Murphy (CRD# 859461) is an Investment Advisor Representative working at Wna Wealth Advisors, Inc. in Hinsdale, IL and has over 31 years of experience in the finance industry.

6
Michael J. McCabe
CRD#: 2161869
120 E. Ogden Avenue, Suite 130, Hinsdale, IL 60521
71
Wealthminder
score

Michael McCabe (CRD# 2161869) is an Investment Advisor Representative working at Wna Wealth Advisors, Inc. in Hinsdale, IL and has over 26 years of experience in the finance industry. Michael McCabe 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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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.