Unclaimed Profile

Dale Scott Siligmueller

SILIGMUELLER & NORVID WEALTH ADVISORS LLC·GLEN ELLYN, Illinois

Series 7, Series 27, Series 6613 years registeredSILIGMUELLER & NORVID WEALTH ADVISORS LLC

586 DUANE ST., GLEN ELLYN, IL 60137CRD# 733630Firm CRD# 109265

Profile Verification

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

Identity

Dale Scott Siligmueller · GLEN ELLYN, IL

Registration

CRD #733630 · SILIGMUELLER & NORVID WEALTH ADVISORS LLC · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SILIGMUELLER & NORVID WEALTH ADVISORS LLC

ROTHSCHILD WEALTH LLC

Oct 2025 – May 2026

OAKBROOK, IL

SILIGMUELLER & NORVID WEALTH ADVISORS LLC

Nov 2012 – Nov 2025

OAK BROOK, IL

Registrations & Exams

FINRA examinations passed

Series 7

Series 27

Series 66

Registration record

First registered · November 15, 2012

Years registered · 13

Disclosure History

1990Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

SILIGMUELLER & NORVID WEALTH ADVISORS LLC

CRD 109265 · SEC 801-110234

AUM

$253M

Regulatory assets under management

Employees

422 client accounts

Services offered by SILIGMUELLER & NORVID WEALTH ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SILIGMUELLER & NORVID WEALTH ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Dale Scott Siligmueller offer?

Dale Scott Siligmueller specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Dale Scott Siligmueller's credentials?

Dale Scott Siligmueller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dale Scott Siligmueller located?

Dale Scott Siligmueller is based in GLEN ELLYN, Illinois, last registered with SILIGMUELLER & NORVID WEALTH ADVISORS LLC.

How does Dale Scott Siligmueller charge for services?

Dale Scott Siligmueller's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SILIGMUELLER & NORVID WEALTH ADVISORS LLC?

SILIGMUELLER & NORVID WEALTH ADVISORS LLC has approximately 3 employees and manages $253M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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Other Advisors at SILIGMUELLER & NORVID WEALTH ADVISORS LLC

Steven Ross Norvid

GLEN ELLYN, IL

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Browse by Specialty

Investment Management Retirement Planning Wealth Management Financial Planning Fee-Only Advisory Financial Education

Nearby cities in Illinois

CHICAGO (1395)NAPERVILLE (72)DOWNERS GROVE (62)OAK BROOK (56)NORTHBROOK (52)WHEATON (44)DEERFIELD (42)ROCKFORD (36)EVANSTON (34)SPRINGFIELD (34)

City Guides

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Research

Advisor Fees in Illinois National Fee Analysis

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