Unclaimed Profile

Thomas Nicholas Kelly

WHITNELL & CO·OAK BROOK, Illinois

WHITNELL & CO

701 HARGER ROAD, OAK BROOK, IL 60523-1489CRD# 4341903Firm CRD# 104633

Profile Verification

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

Identity

Thomas Nicholas Kelly · OAK BROOK, IL

Registration

CRD #4341903 · WHITNELL & CO

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

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 →

Firm Overview

Firm

WHITNELL & CO

AUM

$1.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at WHITNELL & CO →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4341903

Firm CRD# 104633

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 Advisors Are you this advisor? Claim profile

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 →