Fee-Only Financial Advisors
Finance · Illinois, United States · 1-10 Employees
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Overview
Headquarters
116 E Slade St, Palatine, Illinois, 6006...Phone Number
(847) 359-3300Website
www.feeonlyfinancial.comRevenue
<$5 MillionIndustry
ZI Rank: 1
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ZI Rank
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About Fee-Only Financial Advisors
Interested in learning more about us? We focus on the needs of Retiree clients. David A. Theis, CFP® is the President and Registered Investment Advisor of Fee-Only Financial Advisors, Ltd. Mr. Theis has over 25 Years of Financial Experience. Mr. Theis advised clients while working with IDS Financial Services (currently named Ameriprise Financial) from December 1989 to January 1994. Seeking a fee-only approach to financial planning, he began independent advising for clients at Bethke & Associates from January 1994 to January 1995. Mr. Theis graduated from the University of Illinois in Urbana, Illinois with a degree in Finance from the School of Commerce in 1986. He has subsequently spent his entire career in the financial services industry and has been engaged in the business of financial planning and investment management since 1989. Mr. Theis earned his Certified Financial Planner (CFP®) professional designation in 1991 and is a full member of the National Association of Personal FinaRead more
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Interested in learning more about us? We focus on the needs of Retiree clients. David A. Theis, CFP® is the President and Registered Investment Advisor of Fee-Only Financial Advisors, Ltd. Mr. Theis has over 25 Years of Financial Experience. Mr. Theis advised clients while working with IDS Financial Services (currently named Ameriprise Financial) f... Read More
