Advisor at Kenora Financial, 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.
Firm
Kenora Financial, LLC
Location
Des Plaines, IL 60016
Credentials
Series 63, Series 65
Industry experience
15 years
Ryan McNeilly is a financial advisor at Kenora Financial, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Invesco, LLC since 2008. In addition to his advisory role, McNeilly is a partner at Ryan McNeilly & Associates, CPAs, LLC, where he provides part-time tax planning and preparation services. Kenora Financial offers investment advice and comprehensive financial planning to individuals and families, managing customized equity portfolios and a private pooled investment vehicle. The firm emphasizes a fiduciary, portfolio-focused approach centered on U.S. large- and mid-cap equities, broad industry diversification, and tax-aware rebalancing.
Based on Kenora Financial, LLC
Based on Kenora Financial, LLC
$50,000 - $100,000: 2.00% (Brokerage), 1.00% (IRA) $100,000 - $500,000: 1.50% (Brokerage), 0.80% (IRA) $500,000 - $2,000,000: 1.25% (Brokerage), 0.60% (IRA) $2,000,000+: 1.00% (Brokerage), 0.40% (IRA)
Account minimum: $150,000 Minimum fee: Initial Set-Up Charge of $500.00 if brokerage account closed within first 12 months Fee-only: Fee-only adviser; no commissions or other compensation from product sponsors or third parties
1295 Rand Road, Suite 100
Des Plaines, IL 60016
Illinois
Invesco, LLC
2008 - Present (18 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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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