Norman Sehnoutka III
Advisor at Naperville Private Wealth, LLC
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 Naperville Private Wealth, LLC
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.
Location
Naperville, IL
Credentials
Series 63, Series 66
Industry experience
9 years
Norman Sehnoutka III is a financial advisor at Naperville Private Wealth, LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Edward Jones, Morgan Stanley, and The Huntington Investment Company. He is also a licensed insurance agent and spends a portion of his time implementing insurance recommendations. Naperville Private Wealth, LLC is a state-registered advisory firm that provides discretionary wealth management and financial planning to both high-net-worth and non-high-net-worth individuals. The firm constructs portfolios using low-cost mutual funds, ETFs, and individual securities, and incorporates independent managers as part of its investment approach.
Based on Naperville Private Wealth, LLC
$0 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually
Advisory person earns commissions from insurance sales separately from advisory fees.
Fee-only: Wealth management fees paid monthly in arrears based on tiered schedule described above.
Naperville, IL
Illinois
Naperville Private Wealth, LLC
2024 - Present (2 years)
Edward Jones
2020 - 2024 (4 years)
Morgan Stanley
2019 - 2020 (1 year)
Morgan Stanley
2018 - 2020 (2 years)
The Huntington Investment Company
2017 - 2018 (1 year)
The Huntington National Bank
2016 - 2018 (2 years)
The Leaders Group, Inc.
2016 - 2016 (1 year)
BKA Financial LLC
2014 - 2016 (2 years)
Financial Strategies Group
2009 - 2016 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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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