AdvisorOS Directory
Claim Profile
Unclaimed Profile
TW

Thomas Edward Westrick

RPC PRIVATE WEALTH, LLC·HINSDALE, Illinois
SIE, Series 7, Series 63, Series 65CFPClean record15 years registeredRPC PRIVATE WEALTH, LLC
120 E. OGDEN AVENUE, HINSDALE, IL 60521CRD# 3211113Firm CRD# 298527

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Edward Westrick · HINSDALE, IL
Registration
CRD #3211113 · RPC PRIVATE WEALTH, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

RPC PRIVATE WEALTH, LLC
Nov 2018 – present
PRIVATE VISTA, LLC
Aug 2016 – Feb 2019
Hinsdale, IL
WNA WEALTH ADVISORS, INC.
Mar 2011 – Aug 2016
HINSDALE, IL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · March 22, 2011
Years registered · 15
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
RPC PRIVATE WEALTH, LLC
CRD 298527 · SEC 801-116685
AUM
$221M
Regulatory assets under management
Employees
1
1,095 client accounts
Services offered by RPC PRIVATE WEALTH, 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 RPC PRIVATE WEALTH, LLC →
Introduction

Speak with Thomas

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Thomas is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in HINSDALE?

Browse all registered financial advisors in HINSDALE, Illinois or claim this profile if it's yours.

Browse HINSDALE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Thomas Edward Westrick offer?
Thomas Edward Westrick specializes in Financial Planning, Investment Management. Contact their office in HINSDALE, Illinois for a consultation.
What are Thomas Edward Westrick's credentials?
Thomas Edward Westrick holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Thomas Edward Westrick located?
Thomas Edward Westrick is based in HINSDALE, Illinois, working with RPC PRIVATE WEALTH, LLC. Their office serves clients in the HINSDALE metropolitan area and surrounding communities.
How does Thomas Edward Westrick charge for services?
Thomas Edward Westrick'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 RPC PRIVATE WEALTH, LLC?
RPC PRIVATE WEALTH, LLC has approximately 1 employees and manages $221M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in HINSDALE, Illinois

Ralph Jacob Lemley
LEMLEY YARLING MANAGEMENT CO·HINSDALE, IL
Michael Joseph Mccabe
WNA WEALTH ADVISORS, INC.·HINSDALE, IL
Matthew Donald Pequet
MPI WEALTH MANAGEMENT LLC·HINSDALE, IL
Michael Anthony Urbik
HINSDALE ASSOCIATES, INC.·HINSDALE, IL
Thomas John Salvino
PERFORMANCE WEALTH PARTNERS, LLC·HINSDALE, IL
CFP
William Kenneth Lynch
HINSDALE ASSOCIATES, INC.·HINSDALE, IL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial 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
CHICAGO GuideNAPERVILLE GuideDOWNERS GROVE GuideOAK BROOK GuideNORTHBROOK Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
Request removal of this profile