Financial advisers in Lake Forest, Illinois
24 profiles with reported offices in Lake Forest, Illinois. Explore advisers’ roles, firms and public regulatory records.
Adviser profiles
- Roger JohnsonPartnerWestern Pacific Wealth ManagementCRD 260212
- Mark SaranInvestment adviser representativeNorth Shore Private Asset ManagementCRD 726113
Steven AlleyPresident & FounderAlley Investment ManagementCRD 1197753- William GreggInvestment adviser representativeNorth Shore Private Asset ManagementCRD 1692570
- Daniel NagelOfficerTSFGCRD 1861282
- Daniel BouskaOfficerTSFGCRD 1887073
Brandon ThomasCo-CIOEnvestnet Asset ManagementCRD 2071577
David KeevinsFounder, Chief Investment Officer and Managing DirectorCrescent Grove AdvisorsCRD 2194433
Elizabeth WatkinsChief Compliance Officer, Chief Operating OfficerCrescent Grove AdvisorsCRD 2272542
Rik DuryeaManaging DirectorAlley Investment ManagementCRD 2310257- James PattieManaging Member, President, Chief Compliance OfficerHorizon Capital ManagementCRD 2509399
Gregg GeorgeFounder, Chief Legal Officer and Managing DirectorCrescent Grove AdvisorsCRD 2962011- Justin StenderInvestment adviser representativeAlley Investment ManagementCRD 3215025
Mitchell ProskFounder, Senior ClientCrescent Grove AdvisorsCRD 4170500- William AndersenPortfolio Manager; Chief Compliance OfficerWestern Pacific Wealth ManagementCRD 4344365
- David MelsheimerPresident and Chief Investment Officer and Chief Compliance OfficerNorth Shore Private Asset ManagementCRD 4441591
Thomas Van VurenManaging DirectorAlley Investment ManagementCRD 4486604
Nicholas KochanskiFounder, Chief Financial Officer and Managing DirectorCrescent Grove AdvisorsCRD 4608208- Mark SaranInvestment adviser representativeNorth Shore Private Asset ManagementCRD 6155443
- Andrew HooleyInvestment adviser representativeMowery & Schoenfeld Wealth ManagementCRD 6386893
- Krassimira MarinkovaInvestment adviser representativeMowery & Schoenfeld Wealth ManagementCRD 7459896
- Michael NagelInvestment adviser representativeTSFGCRD 7625294
- Ronald D'AnconaInvestment adviser representativeAlley Investment ManagementCRD 7816842
- Cole ToenniesInvestment adviser representativeMowery & Schoenfeld Wealth ManagementCRD 8336249
Locations reflect the office in each adviser’s sourced profile, rather than their firm’s headquarters or the states where they hold registrations. Profiles without a reported office remain in the main directory. Source dates and links appear on each profile. How this directory is compiled.