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Showing 1 - 12 of 18 results
HOVDE GROUP, LLC
HOVDE GROUP, LLC
Inverness, Illinois
25-49 employees
Bank Specialists Providing Experience - Leadership - Results Hovde Group is a leading U.S. financial advisory group that provides a full-service suite of investment banking, capital markets, and financial advisory services focused exclusively on the banking and thrift industry. As a leading specialist in the banking sector for over 35 years, Hovde Group consistently ranks among the top firms in mergers and acquisitions and capital markets transactions for U.S.-based bank and thrift institutions. Our firm draws from many years of experience and the comprehensive financial services expertise of our team members to develop and deliver innovative and value-added solutions for our clients. Our experienced professionals provide clients across all 50 states with the expertise, resources and focus necessary to structure, negotiate and successfully close strategic transactions. Hovde Group is a member FINRA/SIPC.
Retirement Benefits Rank
Market Leading
EXEQUITY, LLP
EXEQUITY, LLP
Libertyville, Illinois
1-24 employees
Founded in 2006, Exequity was among the first firms to recognize and act upon the need for independent compensation advisory services. Since that time, we have been at the forefront of partnering with boards and senior management teams on complex issues involving executive compensation, governance, talent management, and corporate transactions. Exequity is recognized as a leader in the executive pay arena, advising hundreds of clients across all industries. In addition to being at the forefront of executive compensation design and corporate governance consultation, Exequity maintains the deepest roster of technical advisors, ensuring both the most sophisticated approach to pay design and adherence with relevant technical requirements and governance strictures. We routinely advise leading U.S. companies on a wide variety of board-level topics, including benchmarking and incentive design, technical (tax, accounting, valuation), corporate governance (ISS, Glass Lewis), and corporate transactions (IPOs, spin-offs). Exequity's distinguishing characteristic is our consulting approach: we seek to provide practical solutions to the specific challenges our clients face, backed by innovative thinking. Exequity continuously improves the tools and resources available to address our clients’ needs by developing and deploying new analytical and conceptual models. Examples include Market Analytics for peer group development and relative TSR modeling and design, as well as the Incentive Zone Calibrator for establishing appropriate performance ranges in incentive plans. As much as every client is unique, so is our guidance.
Retirement Benefits Rank
Top Benefits
VERMILLION FINANCIAL ADVISORS
VERMILLION FINANCIAL ADVISORS
South Barrington, Illinois
1-24 employees
Vermillion Financial Advisors (VFA) is a financial planning firm specializing in assisting those clients 50 plus who are concerned about their personal financial security with an emphasis on retirement planning. Most VFA clients have a net worth in excess of $1,000,000.
Retirement Benefits Rank
Top Benefits
BANK OF MILTON
BANK OF MILTON
Milton, Wisconsin
1-24 employees
$66,000,000 assets
Retirement Benefits Rank
Market Leading
THE TRANEL FINANCIAL GROUP, LTD.
THE TRANEL FINANCIAL GROUP, LTD.
Libertyville, Illinois
25-49 employees
Passion is what sets us apart. We truly take pride in our clients’ success. What makes our team special is that we each have an area of specialty—we have a CPA, our investment professionals, our financial planning professionals, and a service team—all dedicated to your real success.
Retirement Benefits Rank
Market Leading
EXEMPLAR FINANCIAL NETWORK, LLC
EXEMPLAR FINANCIAL NETWORK, LLC
Crystal Lake, Illinois
50-99 employees
Exemplar Financial Network was founded by financial professionals just like you. We believe that business is built on relationships and building them is our business. Exemplar is: - Advisors helping Advisors - Sharing best practices - Identifying and filling knowledge gaps - Increasing efficiency and competence - Collaborating leads to innovations. Our success is knowing that success is the result of helping others reach their goals. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member Finra.com / SIPC.org Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. For a list of states in which we are registered to do business, please visit www.exemplarfnadvisor.com.
Retirement Benefits Rank
Below Market
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MONERE INVESTMENTS, INC.
MONERE INVESTMENTS, INC.
Schaumburg, Illinois
1-24 employees
Monere Investments, Inc. is a financial services firm offering its clients an extensive platform of investment choices. Disclosure: Opinions and comments expressed by LinkedIn users are those of the persons submitting them and do not necessarily represent the views and opinions of Monere Investments, Inc. Information shared by Monere is available to the public and it is posted for informational purposes only. Monere makes no representation as to its accuracy or validity.
Retirement Benefits Rank
Market Laggard
KLAAS FINANCIAL ASSET ADVISORS, LLC
KLAAS FINANCIAL ASSET ADVISORS, LLC
Loves Park, Illinois
25-49 employees
OUR MISSION: We are deeply committed to our client’s personal and financial wellbeing. We endeavor to deliver clear, objective, and prudent financial advice, while adhering to the principal of good stewardship. Our recommendations are designed to help grow, preserve, and eventually transfer wealth in accordance with our client’s personal goals and objectives. We strive to create a relationship of respect and integrity that will allow our clients to focus their time, energy, and resources on faith, family and friends. ABOUT US: Klaas Financial has been in business since 1976 and we have offices in Northern Illinois and Southern Wisconsin. We help individuals, families and companies plan and invest for retirement. Our objective is to provide our customers with answers to all their retirement questions in 1 place. Klaas Financial Asset Advisors, LLC is a registered investment adviser registered with the United States Securities and Exchange Commission.
Retirement Benefits Rank
Top Benefits
ONPATH FINANCIAL, LLC
ONPATH FINANCIAL, LLC
St. Charles, Illinois
1-24 employees
The team at OnPath Financial works tirelessly with our clients to help bring better clarity into their financial lives. In volatile times, the need for such coordination has never been greater. The path to success requires attention. It’s time to engage. It’s time to plan. It’s time to Refocus Your Wealth.™ Securities offered through LPL Financial. Member SIPC www.sipc.org. Advisory Services offered through HighPoint Advisor Group, LLC, a registered investment advisor. HighPoint Advisor Group LLC, OnPath Financial, and OnPath Private Client are separate entities from LPL Financial. The registered representatives and investment advisor representatives of LPL Financial that are associated with this site are registered to discuss and transact securities business in the following states: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Retirement Benefits Rank
Market Leading
FORM WEALTH, LLC
FORM WEALTH, LLC
Lake Geneva, Wisconsin
1-24 employees
With the goal of making people’s lives better, it was easy for Tyson Ray and Luke Kuchenberg to team up and co-found FORM Wealth Advisors in 2001. Being close personal friends since childhood, they developed a shared vision to launch an independent, holistic practice that could help clients not only manage their wealth, but to help their clients and their family plan to achieve their life goals. Through the past 20 years of serving our clients, the team at FORM Wealth Advisors has adopted three ways of communicating our guidance to the people we serve. As a coach, we engage clients to discuss what they want out of life in order to effectively plan for their future endeavors. As a teacher, we educate our clients about the limited resources of time, energy, and money by providing truthful information experienced perspective. As an advocate we seek to motivate clients to live the life that they desire. At FORM Wealth Advisors, we are proud to see the positive impact we have made in our clients' lives. We promise to continue to make a widespread impact that can be felt not only in the lives of our clients, but also in our beloved local and global communities. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
Retirement Benefits Rank
Market Competitive
GOOD HARBOR FINANCIAL, LLC
GOOD HARBOR FINANCIAL, LLC
Barrington, Illinois
1-24 employees
Researched the effects of inflation and interest rates changes on the U.S. Treasury Market; focusing specifically on U.S. Treasury performance compared to that of the equity markets. I enjoyed the research process and the unique challenges of hypothesizing and testing to find meaningful results. • Analyzed datasets using both Bloomberg and Microsoft Excel software programs. • Developed hypotheses and tested for statistically significant conclusions. • Co-Authored an economic white paper proving that U.S. Treasuries provided a viable alternative to equity markets during times of market stress.
Retirement Benefits Rank
Below Market
INSPIRION WEALTH ADVISORS, LLC
INSPIRION WEALTH ADVISORS, LLC
Libertyville, Illinois
1-24 employees
Fee only RIA firm specializing in wealth management.
Retirement Benefits Rank
Market Competitive