AdvisorOS Directory
Claim Profile
TK

Thomas Nicholas Kelly

WHITNELL & CO·OAK BROOK, Illinois
Unclaimed Profile
701 HARGER ROAD, OAK BROOK, IL 60523-1489CRD# 4341903Firm CRD# 104633
01

About

Thomas Nicholas Kelly is a registered financial advisor based in OAK BROOK, Illinois, affiliated with WHITNELL & CO. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WHITNELL & CO
WHITNELL & CO
AUM
$1.2B
Regulatory assets under management
Employees
25
Total firm employees
View all advisors at WHITNELL & CO →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4341903
Firm CRD# 104633
1 disclosure on file
View on FINRA BrokerCheck →

Looking for a financial advisor in OAK BROOK?

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

Browse OAK BROOK AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Thomas Nicholas Kelly offer?
Thomas Nicholas Kelly specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OAK BROOK, Illinois for a consultation.
What are Thomas Nicholas Kelly's credentials?
Thomas Nicholas Kelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Nicholas Kelly located?
Thomas Nicholas Kelly is based in OAK BROOK, Illinois, working with WHITNELL & CO. Their office serves clients in the OAK BROOK metropolitan area and surrounding communities.
How does Thomas Nicholas Kelly charge for services?
Thomas Nicholas Kelly's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WHITNELL & CO?
WHITNELL & CO has approximately 25 employees and manages $1.2B 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 →
Other advisors in OAK BROOK
Thomas Joseph Anderson — CAVAN CAPITAL MANAGEMENT LLCPatrick William Hartman — ROCK ISLAND CAPITAL, LLCAlfred Michael Mattaliano — ROCK ISLAND CAPITAL, LLCMichael Edward Nugent — ROCK ISLAND CAPITAL, LLCEmily Elizabeth Barrett — CAVAN CAPITAL MANAGEMENT LLC
Nearby cities in Illinois
CHICAGO (3944)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)DOWNERS GROVE (83)
City Guides
CHICAGO GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON GuideDOWNERS GROVE Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile