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Samuel Ogles

Advisor at Timothy Financial Counsel, Inc.

Updated today

Location

Wheaton, IL 60187

Credentials

CFP®, Series 66

Industry experience

5 years

Client services

Based on Timothy Financial Counsel, Inc.

Financial planning

Expertise

Based on Timothy Financial Counsel, Inc.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Annuities

Occupation focus

Based on Timothy Financial Counsel, Inc.

Founder/Business Owner Executive

Demographic focus

Based on Timothy Financial Counsel, Inc.

Mid-Career Professionals Approaching retirement

Fee options

Fixed

Fixed fees for financial plans ranging from $3,750 (Level 1) up to $19,800 or more (Level 5) depending on complexity and services requested.

Project-based

Hourly rates from $215/hour (investment implementation assistance) up to $800/hour (for Mark Berg). Regular hourly rate is $375/hour for most clients; other advisors charge $450, $495, or $800 per hour depending on advisor.

Other

Fee-only: Hourly rates ranging from $215 to $800 per hour depending on advisor and service type; fixed project fees also offered with examples ranging from $3,750 to $19,800+ for financial plans of varying complexity.

Location

104 E. Roosevelt Road, Suite 200

Wheaton, IL 60187

Most active in

Illinois

Work history

Formation Circle LLC

2023 - Present (3 years)

Timothy Financial Counsel, Inc.

2023 - Present (3 years)

Thrivent Financial

2020 - 2023 (3 years)

Thrivent Financial

2020 - 2020 (1 year)

Thrivent Investment Management Inc

2020 - 2023 (3 years)

Transforming Center

2019 - 2020 (1 year)

Unemployed

2019 - 2019 (1 year)

Sole Proprietor - SamuelOgles.com

2017 - 2023 (6 years)

Christianity Today International

2016 - 2019 (3 years)

Christianity Today International

2015 - 2016 (1 year)

Freelance Writer

2014 - 2020 (6 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

Maggie B

CFP®, CPA, RICP®

Naperville, IL

NexJenn Financial Services

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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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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Michael A

Series 65

Elk Grove Village, IL

MOA Advisory & Financial Services Co

Michael Akinosho is the principal advisor at MOA Advisory & Financial Services Co. He holds a Series 65 designation and has five years of industry experience. Prior to his current role, he held positions at Engooden Health Inc. and Global View Capital Management, Ltd. In addition to his advisory work, he serves as Manager of Technical Accounting for the American Medical Association, overseeing financial reporting and budgeting for over 240 physicians and medical students. MOA Advisory & Financial Services Co is a state-registered investment adviser that provides discretionary portfolio management and financial planning to individuals, families, trusts, estates, pension and profit-sharing plans, pooled investment vehicles, and small businesses. The firm integrates a long-term core asset-allocation approach with technically based, rule-driven strategies, and maintains an in-house tax and accounting practice offering tax preparation and planning services alongside its advisory work.

Active portfolio management Options & derivatives strategies Concentrated stock management
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Michael L

CFP®

Wheaton, IL

Lamke Financial LLC

Michael Lamke is a CFP® professional with 13 years of experience in financial advising. He is the sole advisor at Lamke Financial LLC in Wheaton, IL. In addition to his advisory role, he has been a manager at AT&T since 1984. Lamke Financial provides financial planning and investment guidance to individuals, families, and small businesses, focusing on tailored advice for retirement, estate, and tax planning. The firm emphasizes a long-term, safety-oriented investment approach using passive equity exposures, dividend stocks, and fixed-income instruments, and operates on an hourly or project-based fee model without discretionary trading authority.

General retirement planning General tax planning Passive / index investing Real estate investing
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