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Priyadarshan Pradhan

Advisor at Unique Wealth Strategies

Updated today

Location

Burr Ridge, IL 60527

Credentials

Series 66

Industry experience

3 years

About

Priyadarshan Pradhan is a financial advisor at Unique Wealth Strategies with a Series 66 designation and three years of industry experience. His prior roles include positions at Kingswood Capital Partners and Private Advisor Group, LLC. Unique Wealth Strategies serves individuals, high-net-worth clients, small businesses, trusts, estates, charities, and retirement plans, managing approximately $312.5 million in assets as of December 2023. The firm offers discretionary asset management, ERISA plan services, financial planning, and access to alternative investments through unaffiliated managers, employing multiple analytic approaches to guide investment decisions.

Client services

Based on Unique Wealth Strategies

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Unique Wealth Strategies

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy

Occupation focus

Based on Unique Wealth Strategies

Founder/Business Owner Executive

Fee options

Fixed

Fixed fees for financial planning services from $100 to $15,000 depending on complexity

Percentage

$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.75% annually $3,000,001 - $5,000,000: 0.50% annually $5,000,001+: 0.35% annually

Other

Fee-only: Fixed fees for financial planning ranging from $100 to $15,000; ongoing fees charged annually and billed quarterly in advance

Location

570 Village Center Drive, Ste 203

Burr Ridge, IL 60527

Most active in

Illinois

Work history

Kingswood Capital Partners

2024 - Present (2 years)

Unique Wealth Strategies, LLC

2022 - Present (4 years)

Private Advisor Group, LLC

2022 - 2022 (1 year)

LPL Financial

2022 - 2022 (1 year)

Unique Wealth Strategies

2022 - 2022 (1 year)

Plan Pilot

2021 - 2022 (1 year)

TMAC Student Managed Portfolio - Northern Illinois University

2020 - 2021 (1 year)

Northern Illinois University

2019 - 2021 (2 years)

Unique Wealth Strategies

2018 - 2019 (1 year)

University of Vermont

2014 - 2018 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John D

Series 63, Series 65

Hinsdale, IL

Doncaster Wealth LLC

John Doncaster is the principal of Doncaster Wealth LLC in Hinsdale, IL, holding Series 63 and Series 65 licenses with 12 years of industry experience. He previously worked at Northwestern Mutual and Pacific Life, where he maintained roles from 2012 through 2025. Outside of advisory work, he is involved in insurance sales and servicing. Doncaster Wealth LLC provides discretionary asset management and financial planning services tailored to clients’ goals, time horizons, and risk tolerance. The firm employs methods including fundamental and cyclical analysis, as well as Modern Portfolio Theory, and accepts discretionary trading authority to implement strategies.

General retirement planning Income planning Wealth management Tax-loss harvesting Charitable giving tax strategies
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Series 63, Series 65

Palos Heights, IL

Palos Wealth Advisors, LLC

Frederick Moore is the sole advisor at Palos Wealth Advisors, LLC, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has been with Palos Wealth Advisors since 2010. In addition to his advisory role, Moore is a licensed attorney specializing in estate planning, dedicating about 5% of his time to this practice. Palos Wealth Advisors provides discretionary portfolio management tailored to individuals, high-net-worth clients, and select pension or profit-sharing plans. The firm emphasizes individualized asset allocation using a combination of mutual funds, ETFs, individual securities, and third-party managers, supported by quantitative risk and return analysis and independent performance reporting.

Concentrated stock management Attorney

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CFP®, CPA, RICP®

Naperville, IL

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I believe that everyone should have access to a professional advisor who understands their needs and can help them achieve the lifestyle they desire. As a financial advisor, I am dedicated to learning about your personal goals and using them to build a retirement plan tailored to your unique situation. NexJenn Financial Services was founded in response to the demand for financial planning from my tax clients. Often squeezed between spending for their kids’ education, caring for an elderly relative and saving for their own retirement, many were anxious about their financial future. I have enjoyed helping my clients find a balance and focus on building a strong financial future. I am a CPA® and CERTIFIED FINANCIAL PLANNER Professional®, as well as a Retirement Income Certified Professional®. Additionally, I am a member of the National Association of Personal Financial Advisors and the XY Planning Network. In my spare time, my husband and I volunteer at a homeless shelter. I also love to bike and travel and am an aspiring photographer. I have been married for 30 years and together with my awesome husband, we’ve raised three awesome kids.

General retirement planning Elder care planning Sandwich Generation Gen X (Born 1965-1980)
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Christopher K

Series 63, Series 65

Wheaton, IL

Wolfstone Wealth

Christopher Krzus is a financial advisor at Wolfstone Wealth with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for U.S. Bancorp Investments for 12 years before joining Wolfstone Wealth in 2023. Outside of his financial advisory role, he coaches 8th grade girls volleyball at the Sports Performance Volleyball Club in Aurora, IL. Wolfstone Wealth provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, businesses, and qualified retirement plans. The firm uses a proprietary, diversified asset allocation methodology informed by multiple analytical approaches and offers customized portfolio management with regular plan reviews.

Active portfolio management Options & derivatives strategies Private / alternative investments
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Julia Z

CFP®, Series 63, Series 65

Chicago, IL

Genfi LLC

Julia Zakarias is a CFP® with 20 years of industry experience and serves as the sole advisor at Genfi LLC in Chicago, IL. She has worked at Generations Family & Fiduciary Services LLC since 2011. Zakarias is also a Certified Public Accountant and provides tax compliance and limited accounting services through her affiliated tax practice, Genfi Tax. Genfi LLC serves family groups, individuals including high-net-worth and corporate executives, trusts, corporations, retirement plans, and tax-exempt entities, offering integrated investment advisory and comprehensive wealth-planning services. The firm provides tailored investment advice and implements recommendations using a range of securities and managers, with additional family-office and investment consulting services.

College savings (529s, UTMA, etc.) Equity compensation tax strategy Options & derivatives strategies Executive
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Jeffrey D

CFP®

Glen Ellyn, IL

4D Financial Advisors, LLC

Jeffrey Dvorak is a CFP® professional with 13 years of experience in financial advising. He has been the sole advisor at 4D Financial Advisors, LLC since 2012. 4D Financial Advisors serves individual and high-net-worth clients by providing investment supervisory services and comprehensive financial planning, including retirement, tax, estate, insurance, and education planning. The firm manages approximately $88 million for about 62 clients, employing a long-term, globally diversified investment approach tailored to documented client objectives and risk tolerance.

General retirement planning Social Security optimization Tax-loss harvesting
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