Nationwide Financial Planners

National Coverage

Local Professionals

Featured Business Financial Advisor in Glen Ellyn, IL
Glen Ellyn Financial Advisors
Integrity Financial Management, Inc
835 Glen Crest Dr
Glen Ellyn, IL 60137
(630) 942-9005
“Assisting Families manage their "Family Financial Affairs"”
Advisor Profile
Tom Prybylo
Name:  Tom Prybylo
Phone Number:  (630) 942-9005
Website:  Visit Website
ADV Form II Link:
ADV Form II -available for r...

Disclaimer
Investment advisor representative offering securities and advisory services through LPL FINANCIAL LLC, member FINRA/SIPC.

About Integrity Financial Management, Inc

Integrity Financial Management is an independent financial planning firm and a member of the Kingdom Advisors.

OUR MOTTO:

Trust, Integrity and Service!

If you are not satisfied with your financial progress in life, read on, we can help.

What we can DO FOR YOU:

We provide a personalized quality of investment and financial advisory services that goes well beyond what most banks, investment firms and retail brokerage houses can offer. We consider your total financial picture and your life circumstances, to provide you with an integrated financial plan. We assist you in managing your "Family Financial Affairs". Our first consultation is ABSOLUTELY COMPLIMENTARY and we will analyze your current portfolio at NO COST to you- the best investment that you'll ever make!! We offer a wide range of financial services, and investment management services including retirement planning, estate planning, financial consultant,college tuition planning, personal financial planning, Advisor Directed trusts

Investment advisor representative offering securities and advisory services through LPL Financial LLC, member FINRA/SIPC.
 

General Information

Gender:    Male
CRD#:    2532551
Firm CRD#:    537035
SEC File#:    801-57663
Name of Broker/Dealer:    LPL FINANCIAL,LLC Member FInra, SIPC
Name of Custodial Firm:    LPL FINANCIAL, LLC
States Licensed in:    Illinois, Wisconsin, Iowa, Indiana, Ohio, Oregon, South Dakota, Texas, Tennessee, Kentucky, Florida,South Carolina
States Willing to do Business in:    Addison,Algonquin,Alsip,Arlington Heights,Aurora,Barrington,Bartlett,Batavia,Bellwood,Bensenville,Berkeley,Berwyn,Bloomingdale,Blue Island,Bolingbrook,Bridgeview,Bristol,Broadview,Brookfield,Buffalo Grove,Burbank,Carol Stream,Carpentersville,Chicago,Chicago Ridge,Cicero,Clarendon Hills,Darien,Deerfield,Des Plaines,Downers Grove,Dundee,Elburn,Elgin,Elmhurst,Elmwood Park,Eola,Evanston,Evergreen Park,Forest Park,Fox River Grove,Franklin Park,Geneva,Gilberts,Glencoe,Glenview,Golf,Harwood Heights,Hickory Hills,Hines,Hinsdale,Hometown,Itasca,Joliet,Justice,Kenilworth,La Grange,Lake Zurich,Lemont,Lincolnshire,Lincolnwood,Lisle,Lyons,Maywood,Medinah,Melrose Park,Midlothian,Mokena,Montgomery,Morton Grove,Mount Prospect,Naperville,New Lenox,North Aurora,Northbrook,Oak Brook,Oak Forest,Oak Lawn,Oak Park,Orland Park,Oswego,Palatine,Palos Heights,Palos Park,Park Ridge,Plainfield,Posen,Prospect Heights,River Grove,Robbins,Romeoville,Saint Charles,Schaumburg,Skokie,South Elgin,Stone Park,Sugar Grove,Summit Argo,Tinley Park,Villa Park,Warrenville,Wayne,West Chicago,Western Springs,Westmont,Wheeling,Willow Springs,Wilmette,Winfield,Winnetka,Wood Dale,Woodridge,Worth
Years of Experience in Financial Services:    18
Number of Years with Current Firm:    18
Work Experience:    I have been in the financial services industry for over 20+years and have owned my own financial services firm - Integrity Financial Management for the past 15 years
I work with the following types of clients:    Businesses, Soon to be retirees, Individual Investors
 

Education

Academic Background
 
BA in Economics, University of Illinois. MBA in Finance, DePaul University Chicago, IL.
Registered Financial Planner. Member - Christian Financial Planners Network.
 

Services

Investment Types:    Stocks, Annuities, Insurance, Bonds, Mutual Funds, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
I can meet clients in the following ways:    Via email, Via phone, At my office, At your home, At your office
 

Qualifications & Memberships

Securities Licenses:    Series 6, Series 7, Series 24, Series 63, Series 65, Series 66, Life & Health
Insurance and Annuity Licenses:    Annuity, Life, Variable Annuity, Long Term Care, Variable Life
Financial Organization Memberships:    Paladin Registry, Financial Planning Association (FPA)
 

Firm Information

Firm's Number of Clients:    150
Advisor's Number of Clients:    125
Assets Managed by Advisor:    $40 million
 

Compliance

Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:    25000
Compensation Methods:    Flat Fee, Based on Assets, Hourly, Commissions
Fee % Based on Assets:    90
Additional Details on Charges:    We have fees based on individual basis and discuss them directly with our clients, access our website to find out more: www.Integrityfm.com
Minimum Fee Charged for Managed Accounts:    250
 
 
 
Prepared By: Tom Prybylo

This website provides information related to the subjects covered. Before making any financial or legal decisions, a professional should be consulted.