Advisors at this firm
Michael J
Series 63, Series 65
Oakbrook Terrace, IL
Parkview Asset Management, Inc.
Michael Jankowski is a financial advisor at Parkview Asset Management, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LaSalle St. Investment Advisors, LLC and LaSalle St. Securities, LLC for 12 years. Outside of his advisory role, he serves as president of Wealth Planning Network LLC, a firm involved in traditional insurance product sales and fixed insurance. Parkview Asset Management is a small, supported advisory firm serving individuals, trusts, estates, and retirement plans, managing approximately $160 million across about 79 client relationships. The firm emphasizes a long-term, fiduciary approach using diversified portfolios with low-cost mutual funds and ETFs, along with automated portfolio monitoring and tax-loss harvesting tools.
Bobbie H
Series 66
Oakbrook Terrace, IL
Parkview Asset Management, Inc.
Bobbie Helman is a financial advisor at Parkview Asset Management, Inc. with seven years of industry experience. She holds a Series 66 designation and has previously worked at firms including Cousins & Associates Inc., StrategyPoint Financial LLC, and Edward Jones. Parkview Asset Management is a small advisory firm serving individuals, trusts, estates, and retirement plans, managing approximately $160 million across about 79 client relationships. The firm employs a fiduciary-oriented, long-term investment approach using diversified portfolios of low-cost mutual funds and ETFs, alongside individual securities and unaffiliated money managers when appropriate.
