John
Zielinski
Optimum Investment Advisors, LLC
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About this Advisor
John Zielinski is a chartered financial analyst based out of Chicago, Illinois with a total of 7 years of relevant experience. Zielinski works at Optimum Investment Advisors, LLC. Zielinski has gained experience at William Blair & Company and Optimum Investment Advisors, LLC. Zielinski has a Series 63 license, which qualifies them as a securities broker, and is able to serve investors in California, Illinois and Michigan. Optimum Investment Advisors, LLC is a business headquartered in Chicago, IL. The investment advisory business has offices in two locations and just five employees. It has $261 million in assets between its 465 customer accounts, placing it among the mid-sized firms in the country by assets under management. Of its 465 accounts, 27% are held by high-net-worth individuals who have greater than $1 million in assets. Optimum Investment Advisors, LLC has a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors are based on the financial services offered. Fees charged by Optimum Investment Advisors, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Optimum Investment Advisors, LLC Brokerage Details
$261,041,294
5
465
$561,379
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
John Zielinski Work History
John has been registered as a financial advisor for 7 years.*
Optimum Investment Advisors, LLC
William Blair & Company
*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 Zielinski 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 Optimum Investment Advisors, LLC
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Milwaukee, WI
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