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Thomas Koleski

Advisor at Cedar Capital, LLC

Updated today

Location

Glen Ellyn, IL

Credentials

CFP®, Series 63, Series 66

Industry experience

16 years

About

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.

Client services

Based on Cedar Capital, LLC

Financial planning Portfolio management

Expertise

Based on Cedar Capital, LLC

Active portfolio management Passive / index investing

Fee options

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%

Other

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.

Location

Glen Ellyn, IL

Most active in

Illinois

Work history

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)

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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Edgardo N

Series 65

Schaumburg, IL

Navarro Asset Management, LLC

Edgardo Navarro is a financial advisor at Navarro Asset Management, LLC with three years of industry experience. He holds a Series 65 designation and has been managing investments at Navarro Asset Management since 2022. Navarro is also the Managing Director of Kocoon Investments, LLC, a family investment entity he has been involved with since 2014. Navarro Asset Management serves individuals, including high net worth clients, as well as trusts and estates, providing discretionary and non-discretionary investment management along with financial planning and consulting. The firm employs a diversified investment approach using mutual funds, ETFs, equities, bonds, options strategies, and private funds, and incorporates fundamental, technical, and charting analysis methods.

Private / alternative investments Options & derivatives strategies
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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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