John
Finley
Coyle Financial Counsel, LLC
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About this Advisor
John Finley is a chartered financial analyst operating out of Glenview, Illinois, with 7 years of industry experience. Finley is on the advisory team at Coyle Financial Counsel, LLC. Over the course of their career, they have held roles at Coyle Financial Counsel, LLC and Wheaton Wealth Partners, LLC. Finley is approved to serve investors in Florida and Illinois. Coyle Financial Counsel, LLC is a registered investment company headquartered in Glenview, IL. The company has a total of 24 people on staff. It oversees $729 million in assets across its 2,237 customer accounts, making it one of the larger investment advisory firms in the country by assets under management. The firm serves one charities and foundations. Of its 2,237 accounts, 44% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and publication of newsletters. Fees charged by financial advisors usually vary depending on which services the firm provides the client. Fees charged by Coyle Financial Counsel, LLC can consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Coyle Financial Counsel, LLC Brokerage Details
$729,194,236
24
2,237
$325,970
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
John Finley Work History
John has been registered as a financial advisor for 7 years.*
Coyle Financial Counsel, LLC
Wheaton Wealth Partners, LLC
*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 John Finley 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 Coyle Financial Counsel, LLC
Glenview, IL
Naples, FL
Glenview, IL
Glenview, IL
Glenview, IL
Glenview, IL
Glenview, IL
Glenview, IL
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