Ryan Finn
Advisor at Apis Financial Group, 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 Apis Financial Group, 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
Villa Park, IL
Credentials
Series 63, Series 65, Series 66
Industry experience
12 years
Ryan Finn is a financial advisor at Apis Financial Group, LLC with 12 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. In addition to his advisory role, he serves as president of Command Financial Group LLC, a mortgage brokering business. Apis Financial Group provides investment management and financial planning services to individual clients, including high-net-worth households. The firm employs a portfolio management approach based on asset allocation and a combination of fundamental, technical, and cyclical analysis alongside Modern Portfolio Theory principles.
Based on Apis Financial Group, LLC
Fixed fees for financial planning services: Foundation Service $2,400 to $12,000; Point-in-Time Service $180 to $6,000.
$0 - $1,000,000: 1.50% $1,000,001+: 1.00%
Fee-only: Financial planning fixed fees range from $180 to $12,000 depending on complexity and service type.
Villa Park, IL
Illinois
Apis Financial Group, LLC
2021 - Present (5 years)
Great Point Capital, LLC
2019 - Present (7 years)
Command Financial Group
2018 - Present (8 years)
Peoples Home Equity
2018 - 2018 (1 year)
Command Ventilation Group
2018 - 2018 (1 year)
The Federal Savings Bank
2017 - 2017 (1 year)
E*Trade Securities Llc
2012 - 2017 (5 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.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")