FINNESTAD FINANCIAL

FINNESTAD FINANCIAL is an SEC-registered investment adviser (CRD 141420). Regulatory assets under management: $13.6M.

Registration

• CRD: 141420
• Type: Registered investment adviser
• Phone: 815-409-1500
• Latest filing: 2026-02-23
• Regulatory AUM: $13.6M
• Discretionary AUM: $13.6M
• Clients: 1
• Accounts: 20

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 141420 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search