Advisor at Acrylic Financial, 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
Acrylic Financial, Inc.
Location
Crystal Lake, IL 60014
Credentials
Series 63, Series 65
Industry experience
33 years
Fixed financial planning fees range from $50 to $5,000 depending on complexity and scope.
$0 - $249,999: 1.80% $250,000 - $999,999: 1.75% $1,000,000+: 1.65%
Representatives licensed to accept commissions for insurance and securities products; commissions are separate and distinct from advisory fees.
Hourly fees for financial planning services range from $100 to $300 per hour.
Account minimum: No account minimum for any of Acrylic’s services. Minimum fee: $50.00 first year setup fee per account
Acrylic Financial, Inc.
2019 - Present (7 years)
Brooklight Place Securities, Inc.
2018 - Present (8 years)
The Leaders Group Inc
2012 - 2018 (6 years)
SELF EMPLOYED
2011 - Present (15 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:
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.
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.
Is not active or affiliated with:
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.
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®, ChFC®, Series 66
Crystal Lake, IL
Edward Jones
Series 66
Elgin, IL
Fidelity
Brian Segura is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He works with clients across various financial situations, including retirement planning, investment guidance, insurance, college planning, and long-term care considerations. He focuses on building long-term relationships with clients to ensure their financial plans meet the unique needs of their families. Prior to his current role, Brian served as an Investment Consultant at Fidelity Investments from 2023 to 2024. He has also held several positions at Merrill Lynch and Merrill Edge between 2018 and 2023, including Market Supervision Manager, Supervision Principal, Team Lead, and Financial Service Representative. His professional experience encompasses a broad range of financial services and client support. Outside of his professional work, Brian has interests in football, golf, movies, parenthood, reading, and traveling.
Series 66
Hoffman Estates, IL
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CFP®, Series 66
Mchenry, IL
Edward Jones
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Elgin, IL
Edward Jones
CFP®, Series 66
Grayslake, IL
Fidelity
Rob Kubik is an Executive Planning Consultant at Fidelity Investments, where he has been serving since 2025. Prior to this role, he worked as a Benefits & Planning Consultant at Fidelity Investments from 2021 to 2025, and as a Financial Consultant at the same firm from 2016 to 2021. Before joining Fidelity Investments, Rob was a Financial Advisor at Edward Jones from 2014 to 2016. Rob specializes in helping clients maximize their workplace benefits, build wealth, and plan for retirement with a focus on tax-efficient investing. He employs a holistic approach to financial planning, aiming to create intentional and well-structured financial strategies. [No information was provided regarding Rob's education, credentials, personal interests, or community involvement.]
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