Featured Business Financial Advisor in Oak Brook, IL
Oak Brook Financial Advisors
Edelman Financial Services, LLC
1515 W. 22nd St., Suite 850W
Oak Brook, IL 60523
(888) 752-6742
Advisor Profile
Matt Duskey
Name:  Matt Duskey
Phone Number:  (888) 752-6742
Website:  Visit Website
Disclosure Link:

2As of March 31, 2018

3Throughout the firm's 30-year history, EFS and Ric Edelman have been presented with numerous business, advisory, communication and community service awards. More information on these awards can be found at EdelmanFinancial.com/awards. " target="_blank">Advisory services offered th...

About Edelman Financial Services, LLC

Founded by Ric and Jean Edelman in 1987, Edelman Financial Services is one of the nation's largest independent financial planning firms1 with 164 financial planners and 43 offices coast-to-coast, provides financial planning and investment management services to more than 36,000 individuals and families, and manages more than $21 billion in assets.2 The firm also provides 401(k) plans and institutional investment management for businesses. Edelman Financial Services has won more than 100 financial, business, community and philanthropic awards,3 and offers an investment philosophy that puts clients first and delivers value through in-depth financial education, personalized financial plans and unfettered access to planners.
 

General Information

Firm CRD#:    113299
Name of Broker/Dealer:    EF Legacy Securities, LLC
Name of Custodial Firm:    TD Ameritrade PCS Fidelity Pershing Fund Direct Mid-Atlantic Versight
Years of Experience in Financial Services:    8
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™
 

Firm Information

Firm's Number of Clients:    36,525
Assets Managed by Firm:    $21,676,206,852
 

Compensation and Fees

Fee Structure:    I am a fee-based financial professional
Compensation Methods:    Based on Assets, Commissions, Flat Fee
 
 
 
Prepared By: Matt Duskey