Asset Strategies, Inc

Ricki Hanna is a financial advisor at Asset Strategies, Inc. with 13 years of industry experience. He holds the Series 66 designation and previously worked at RR Donnelley & Sons for seven years. Asset Strategies, Inc. provides discretionary investment management and standalone financial planning to individual clients and charitable organizations. The firm constructs portfolios using equities, fixed income, mutual funds, and ETFs, and offers negotiable AUM-based advisory arrangements alongside fixed-fee planning engagements.

Daniel O'Halloran is a financial advisor with Asset Strategies, Inc. He holds Series 63 and Series 65 licenses and has 40 years of industry experience. His prior work includes roles at American Trust Investment Services Advisory, Inc., American Trust Investment Services, Inc., and Chicago Capital Management Advisors, LLC. He is involved with the Upward Foundation, a nonprofit organization. Asset Strategies, Inc. provides discretionary investment management and financial planning to individuals and charitable organizations. The firm employs a diversified approach using equities, fixed income, mutual funds, and ETFs, and offers both negotiable AUM-based advisory and fixed-fee planning services.

Frank Bodi is a financial advisor with Asset Strategies, Inc. in Lisle, IL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior work includes positions at Landolt Securities Inc., IFS Securities, and Coastal Equities, Inc. Asset Strategies, Inc. provides discretionary investment management and financial planning services to individual clients and charitable organizations. The firm uses a range of investment vehicles and offers both AUM-based and fixed-fee advisory arrangements.

Kristopher Kessler is a financial advisor with Asset Strategies, Inc. in Lisle, IL, holding a Series 66 designation and 23 years of industry experience. He has worked previously at American Trust Investment Services, Inc., WestPark Capital Inc, and Newport Coast Securities. Kessler is a managing member and 50% owner of AmTru Fund Management, LLC, overseeing a special purpose vehicle related to American Trust’s approved investment ventures. Asset Strategies, Inc. offers discretionary investment management and financial planning services to individual clients and charitable organizations. The firm builds portfolios using equities, fixed income, mutual funds, and ETFs, and employs a documented process for aligning client objectives with long- and short-term strategies.

Michael Grady is a financial advisor with American Trust Investment Services Advisory, Inc., holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with firms including LaSalle St. Capital Markets, LLC, Chicago Capital Management Advisors, LLC, and American Trust Investment Services Advisory, Inc. Grady is also involved in a professional recruiting business, KANDO Partners, LLC, and serves as a director for the Upward Foundation, a charitable organization providing support and scholarships to disadvantaged individuals. American Trust Investment Services Advisory, Inc. serves individuals, qualified retirement accounts, corporations, trusts, estates, and endowments with approximately $14.9 million under management. The firm primarily operates on a non-discretionary basis, combining fundamental security analysis with tailored asset-allocation strategies adjusted to client risk profiles.