Thomas Koleski
Advisor at Cedar Capital, 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 Cedar Capital, 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
Glen Ellyn, IL
Credentials
CFP®, Series 63, Series 66
Industry experience
16 years
Thomas Koleski is a CFP® professional with 16 years of industry experience. He is the principal advisor at Cedar Capital, LLC, an independent firm based in Glen Ellyn, IL, where he has worked since 2015 with a brief tenure at 55 Capital and Foreside Fund Services. Cedar Capital is an independent investment adviser serving individual and high-net-worth clients through discretionary portfolio management and comprehensive financial planning. The firm manages diversified portfolios primarily using exchange-traded funds and offers both strategic and tactical asset-allocation models, while also serving corporate and charitable clients with institutional-style oversight.
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
Account minimum: $500,000 Fee-only: Annual fixed fee starting at $8,000 for comprehensive financial planning and ongoing advisory services; fees negotiable based on complexity and scope.
Glen Ellyn, IL
Illinois
Cedar Capital, LLC
2017 - Present (9 years)
55 Capital
2016 - 2017 (1 year)
Cedar Capital, LLC
2015 - 2016 (1 year)
Foreside Fund Services, Llc
2014 - 2016 (2 years)
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