Unclaimed Profile

Paul Desmond Costello

COSTELLO FINANCIAL PLANNING, INC.·ARLINGTON HEIGHTS, Illinois

Clean recordCOSTELLO FINANCIAL PLANNING, INC.

1202 E CLARENDON ST, ARLINGTON HEIGHTS, IL 60005CRD# 6647682Firm CRD# 175295

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Paul Desmond Costello · ARLINGTON HEIGHTS, IL

Registration

CRD #6647682 · COSTELLO FINANCIAL PLANNING, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Paul Desmond Costello is a registered financial advisor based in ARLINGTON HEIGHTS, Illinois, affiliated with COSTELLO FINANCIAL PLANNING, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

COSTELLO FINANCIAL PLANNING, INC.

AUM

$140M

Regulatory assets under management

Employees

Total firm employees

View all advisors at COSTELLO FINANCIAL PLANNING, INC. →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 6647682

Firm CRD# 175295

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Paul Desmond Costello offer?

Paul Desmond Costello specializes in Financial Planning, Investment Management. Contact their office in ARLINGTON HEIGHTS, Illinois for a consultation.

What are Paul Desmond Costello's credentials?

Paul Desmond Costello is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul Desmond Costello located?

Paul Desmond Costello is based in ARLINGTON HEIGHTS, Illinois, working with COSTELLO FINANCIAL PLANNING, INC.. Their office serves clients in the ARLINGTON HEIGHTS metropolitan area and surrounding communities.

How does Paul Desmond Costello charge for services?

Paul Desmond Costello's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COSTELLO FINANCIAL PLANNING, INC.?

COSTELLO FINANCIAL PLANNING, INC. has approximately 2 employees and manages $140M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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