Ahlbeck Financial

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Client assets under management

$7,983,269

Clients

24% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$241,917

About

Ahlbeck Financial provides ongoing portfolio management primarily to individual and high‑net‑worth clients, tailoring an Investment Policy Statement to each client's goals, time horizon, and risk tolerance. The firm offers discretionary management across asset‑class mutual funds, equities, fixed income, and non‑U.S. securities.

Its investment process combines fundamental analysis, modern portfolio theory, and technical analysis, and it implements both long‑ and short‑term trading as appropriate within client guidelines. Ahlbeck Financial documents risk tolerances and conducts quarterly account reviews while generally operating under discretionary authority to execute recommended allocations.

The brochure discloses an affiliation with an accounting firm owned by the firm’s principal that provides tax and accounting services and may be offered to advisory clients, a relationship the firm identifies and documents as a potential conflict of interest. The firm also notes the use of borrowing in separately managed accounts (a practice relatively uncommon among peers) and requires clients to custody assets with Interactive Brokers LLC, with potential receipt of research or other broker‑provided services.

Client services

Portfolio management

Expertise

Wealth management

Fee options

Percentage

$0 - $250,000: 1.00% $250,001 - $500,000: 0.90% $500,001 - $750,000: 0.80% $750,001 - $1,000,000: 0.70% $1,000,001 - $1,500,000: 0.60% $1,500,001 - $2,000,000: 0.50% $2,000,001 - $5,000,000: 0.40% $5,000,001+: 0.30%

Commissions

Commissions are not the primary source of compensation but are received from outside business activities.

Main office location

Ahlbeck Financial

1651 Elk Blvd.

Des Plaines IL 60016, United States

Number of offices

Most active in

Illinois

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not 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.

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.

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

847-825-1812

Advisors at this firm

Thomas A

Series 63, Series 65

Des Plaines, IL

Ahlbeck Financial

Thomas Ahlbeck is a financial advisor at Ahlbeck Financial with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera Financial Specialists LLC and Cetera Investment Advisers LLC. Outside of his advisory role, he manages and owns commercial and residential real estate properties with family members and serves as the treasurer for Maine Township School. Ahlbeck Financial provides portfolio management primarily to individual and high-net-worth clients, tailoring investment strategies to clients' goals and risk tolerance. The firm employs fundamental analysis, modern portfolio theory, and technical analysis, offering discretionary management across various asset classes with regular account reviews.

Wealth management

Deborah I

Series 66

Des Plaines, IL

Ahlbeck Financial

Deborah Ittner is a financial advisor at Ahlbeck Financial with 20 years of industry experience. She holds a Series 66 designation and has worked at Cetera Investment Advisers LLC and Cetera Financial Specialists LLC prior to joining Ahlbeck. In addition to her advisory role, she serves as Assistant Treasurer for the Maine Township School Treasurer, providing accounting functions. Ahlbeck Financial offers portfolio management primarily to individual and high-net-worth clients, tailoring investment strategies to clients’ goals, time horizons, and risk tolerances. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical analysis, providing discretionary management across multiple asset classes with regular account reviews.

Wealth management

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