Advisor at United Advisor Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
United Advisor Group
Location
Joliet, IL 60435
Credentials
Series 66
Industry experience
25 years
Jeremy Ftacek is a financial advisor with United Advisor Group and holds a Series 66 designation. He has 25 years of industry experience, including roles at Purshe Kaplan Sterling Investments, Cambridge Investment Research Advisors, and Invest Financial Corp. He is also a founding partner and investment advisor representative of Ftacek Financial Services, LLC. United Advisor Group serves individuals, small businesses, trusts, charities, and broker-dealer customers through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial and retirement planning, family office services, and financial education, utilizing proprietary model portfolios, custom-traded accounts, and third-party money managers.
Based on United Advisor Group
Flat fees may apply for some consulting services; fees are negotiated and agreed upon with client
Up to 2.00% annually, negotiated based on scope, asset size, planning complexity, and other factors
Commissions received from insurance products recommended and sold by some advisors acting as independent insurance agents
Hourly consulting fees may apply for financial planning and consulting services, fees negotiated individually
Account minimum: No minimum (firm-wide); individual offices or advisors may impose their own minimums Fee-only: Fee-only basis for investment management and consulting services; fees negotiated and memorialized in agreements
1000 Essington Road
Joliet, IL 60435
Illinois · Tennessee
Purshe Kaplan Sterling Investments
2023 - Present (3 years)
United Advisor Group
2023 - Present (3 years)
Cambridge Investment Research Advisors
2017 - 2023 (6 years)
Cambridge Investment Research, Inc.
2017 - 2023 (6 years)
Ftacek Financial Services, LLC.
2007 - Present (19 years)
Invest Financial Corp.
2004 - 2017 (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63
New Lenox, IL
Lenox Capital Management, Inc.
Series 65
Naperville, IL
Bishop Financial Services LLC
Series 63, Series 65
Orland Park, IL
O'Keefe & Associates, P.C.
Series 63, Series 65
Minooka, IL
Finnestad Financial
Series 63, Series 65
Bolingbrook, IL
MLN Investments LLC
Series 65
Oswego, IL
ATK Financial Prosperity
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