Advisor at Rhodes Capital Management, Inc.
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
Rhodes Capital Management, Inc.
Location
Batavia, IL 60510
Credentials
Series 63, Series 65
Industry experience
32 years
Sean Rhodes is a financial advisor with Rhodes Capital Management, Inc. in Batavia, Illinois, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Onyx Bridge Wealth Group LLC and Elite Investment Team LLC, alongside his role at Rhodes Capital Management since 2012. Rhodes Capital Management provides portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and small businesses. The firm employs a strategic asset-allocation approach combining passive index-tracking core positions with active satellite holdings, utilizing various investment strategies including option writing, futures, short sales, and margin transactions tailored to client objectives and risk tolerance.
Based on Rhodes Capital Management, Inc.
Financial planning and consulting flat fees range from $500 to $10,000
$0 - $2,000,000: 2.00% $2,000,001 - $5,000,000: 1.50% $5,000,001+: 1.00%
Account minimum: $5,000 Minimum fee: $100 minimum annual fee, negotiable
611 Ozier Dr
Batavia, IL 60510
Florida · Illinois
Onyx Bridge Wealth Group LLC
2021 - Present (5 years)
Elite Investment Team LLC
2019 - 2020 (1 year)
Rhodes Capital Management, Inc.
2012 - Present (14 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
CFP®, CPA, RICP®
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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.
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