Winnetka, IL Financial Advisors and Resources



Financial Advisor Firms in Winnetka, IL


WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

Website

(847) 616-2590

560 Green Bay Road
Suite 301
Winnetka, IL 60093

SEC#: 801-114386
Years in Business: 2 years

WARBERG ASSET MANAGEMENT LLC

Website

(847) 418-8305

716 Oak Street

Winnetka, IL 60093

SEC#: 801-76808
Years in Business: 9 years

WISE PLANNING, INC.

Website

(847) 834-9473

1401 Tower Road

Winnetka, IL 60093

SEC#: 801-114999
Years in Business: 2 years

HARTLINE INVESTMENT CORP.

Website

(312) 726-5703

460 Winnetka Avenue
Office 5
Winnetka, IL 60093

SEC#: 801-36627
Years in Business: 31 years

NORTHERN TRUST SECURITIES, INC.

Website

(847) 441-1208

62 Green Bay Road

Winnetka, IL 60093

SEC#: 801-80781
Years in Business: 6 years

NORTHERN TRUST SECURITIES, INC.

Website

(847) 441-1208

62 Green Bay Road

Winnetka, IL 60093

SEC#: 801-80781
Years in Business: 6 years

NORTHERN TRUST SECURITIES, INC.

Website

(847) 441-1208

62 Green Bay Road

Winnetka, IL 60093

SEC#: 801-80781
Years in Business: 6 years

WINTRUST INVESTMENTS, LLC

Website

(847) 441-2265

576 Lincoln Ave.

Winnetka, IL 60093

SEC#: 801-64233
Years in Business: 16 years

NORTHERN TRUST SECURITIES, INC.

Website

(847) 441-1208

62 Green Bay Road

Winnetka, IL 60093

SEC#: 801-80781
Years in Business: 6 years


How Retirement-Friendly is Winnetka, IL?

  • Population: 12,428
  • % of Population 62 Years and Over: 17.8%
  • Average Home Value: $1116,800
  • Average Monthly Housing Cost: $3,666
  • Average Household Income: $369,618
  • Illinois Total Tax Burden: 9.52% (9th Highest in U.S.)
  • Illinois Property Tax: 4.00% (8th Highest in U.S.)
  • Illinois Individual Income Tax: 2.11% (19th Lowest in U.S.)
  • Illinois Sales and Excise Tax: 3.41% (24th Highest in U.S.)


Winnetka, IL Financial Advisor FAQs

Financial advisors are commonly compensated on a commission basis. Commission based compensation is one of the most lucrative ways to become an advisor. It's also the best way to show how advisors are paid, since they get paid for investing or advising clients with securities products.
There are many questions to ask a financial advisor. It's important for you to gather the information needed to determine whether the financial advisor is capable of meeting your needs. Start by asking about qualifications and experience, then move on to understanding their process, fees, and specialties. You should also find out what services they offer, how much risk they prefer clients take on, and what securities they hold in consideration for client portfolios.
A financial advisor assists their clients with any questions they may have about how to invest for themselves or plan future investments. They will construct a comprehensive strategy for their client which takes into account factors such as age, gender, family circumstances etc., forecasted income streams etc., which are all different issues that need consideration.
Financial advisors can cost anywhere from $1,500 to $5,000 or more depending on the quality of the advisor. The cost is usually dependent on how much money they manage and why you're working with them.