Brian Niksa
CRD Number: 6314089Current Firm: Capstone Financial Advisors Inc.
Compensation Model: Fee Only
Brian Niksa (CRD# 6314089) is an Investment Advisor Representative working at Capstone Financial Advisors Inc. in Downers Grove, IL since 2009. Brian is a Certified Financial Planner (CFP®) providing comprehensive financial, tax and estate planning services to high net worth professionals, families and business owners. He focuses on providing unbiased, pro-active, comprehensive financial planning and has experience working with a variety of clients including physicians, corporate executives, business owners and retirees. In addition to financial planning, Brian has also worked in the financial valuation industry and has experience consulting for local Chicago-area businesses and real estate developers
Specialties: Corporate Long Term Incentive Planning, Income Tax Planning, Divorce and Retirement Matters, Estates and Trusts.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capstone Financial Advisors, Inc. | Downers Grove, IL | Feb 2009 - Current | 15 |
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Total Assets Under Management2,117MILLIONS
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Total Number of Accounts3,159ACCOUNTS
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Average Account Value$670,053
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, GA, IL, LA, MD, MI, SC, TN, TX, WA, WI
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