Brendan
Krahl
Capital Point Financial Group, LTD
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About this Advisor
Brendan Krahl is a financial advisor operating out of Glenview, Illinois, with 5 years of industry experience. Krahl works at Capital Point Financial Group, LTD. Throughout their career, they have worked at Northwestern Mutual Investment Services, LLC, Northwestern Mutual Life Insurance Company, Oakton Pavillion, Northwest Suburban Snow & Ice Mgmt, Upright Law, Naperville Pool & Spa, Lpl Financial, LLC and Capital Point Financial Group, LTD. Krahl maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Illinois. Capital Point Financial Group, LTD is an advisory firm that has its headquarters in Glenview, IL. It has offices in two locations and a total of 13 people on staff. It handles $313 million in assets among its 1,604 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm advises two charities and foundations. Of its 1,604 client accounts, 32% are held by high-net-worth clients who have greater than $1 million in assets. The business has a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fee schedules depend on the services provided. Fee types charged by Capital Point Financial Group, LTD likely include any combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capital Point Financial Group, LTD Brokerage Details
$312,603,701
13
1,604
$194,890
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Brendan Krahl Work History
Brendan has been registered as a financial advisor for 5 years.*
Lpl Financial, LLC
Capital Point Financial Group, LTD
Upright Law
Naperville Pool & Spa
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Life Insurance Company
Northwest Suburban Snow & Ice Mgmt
Oakton Pavillion
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brendan Krahl to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Capital Point Financial Group, LTD
Sarasota, FL
Glenview, IL
Glenview, IL
Glenview, IL
Glenview, IL
Glenview, IL
Glenview, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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