Mary Deshong Kinkelaar
Advisor at Kinkelaar & Associates
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.
Advisor at Kinkelaar & Associates
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
Kinkelaar & Associates
Location
Chicago, IL 60606
Credentials
Series 65
Industry experience
21 years
Mary Deshong Kinkelaar is the sole advisor at Kinkelaar & Associates in Chicago, IL, holding a Series 65 designation with 21 years of industry experience. She has led Kinkelaar & Associates since 2004. Kinkelaar & Associates is an independent, fee-only firm providing tailored financial planning and investment advice to individuals, trusts, estates, and small businesses. The firm emphasizes strategic asset allocation using low-cost mutual funds and ETFs, offers educational workshops, and serves small-business and corporate plan clients without accepting commissions or managing client assets directly.
Based on Kinkelaar & Associates
Based on Kinkelaar & Associates
Fixed fees for some educational workshops or programs; fees estimated based on hourly rate for project engagements.
$210 per hour, billed in 15-minute increments.
Fee-only: Hourly rate of $210 per hour; fixed fees may be charged for some educational workshops or programs.
125 South Wacker Drive, Suite 300
Chicago, IL 60606
Illinois
Kinkelaar & Associates
2004 - Present (22 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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