| Consumers Financial Group-Consumers Credit Union
1075 TriState Pwy., Gurnee, 60030
877-275-2228, ext.7440 • myconsumers.org/cfg
| Dave Valentine
chief experience officer
1930
| $100 million or more
| 440
| Credit union/banking; retirement planning; business banking; commercial lending; mortgage lending
|
| Northwestern Mutual Chicagoland
1901 Butterfield Rd., Ste. 300, Downers Grove, 60515
630-353-2300 • chicagoland.nm.com
| Ryan Kramer
managing partner
1857
| $20 million to $99.9 million
| 260
| Financial planning, insurance, investments, fee-based planning
|
| Wintrust Wealth Management
231 S. LaSalle St., 13th floor, Chicago, 60604
312-431-1700 • wintrustwealth.com
| Thomas Patrick Zidar
CEO
1931
| $100 million or more
| 250
| Wealth management
|
| Alera Wealth Services
1901 W. Butterfield Rd., Ste. 200, Downers Grove, 60515
847-457-3178 • gcgfinancial.aleragroup.com
| John Fisher
vice president, wealth services
1971
| $50 million to $100 million
| 200
| Group and individual health insurance, 401(k) plans, deferred compensation, short- and long-term disability, life insurance, long-term care, health and wellness programs, actuarial consulting services, employee assistance programs, voluntary employee benefits programs
|
| KRD Wealth Management
1051 Perimeter Drive, Ninth Floor, Schaumburg, 60173
847-849-5550 • www.krd-wealthmgmt.com
| Srbo Radisavljevic
Jon Segal
Partner
managing partner
2022
| $100 million or more
| 93
| Investment planning, risk management, budgeting/cash flow analysis, tax planning, education planning, estate planning, charitable giving
|
