Luke M. Schillo

GREENSTONE BELT WEALTH ADVISORS

CHICAGO, IL 60611

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CRD#: 4958910

Professional summary

Luke M Schillo is a registered financial advisor currently at GREENSTONE BELT WEALTH ADVISORS, LLC located in Chicago, Illinois.

Luke is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Luke has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

NAME OF OBA: ENJOYUM RESTAURANT GROUP, INC.; ADDRESS OF OBA: CHICAGO, IL 60614; NATURE: RESTAURANT BUSINESS; INVESTMENT RELATED: NO; TITLE WITH OBA: PARTNER; DUTIES: PASSIVE INVESTOR IN THE BUSINESS; START DATE: 09/2012; APPROX. NUMBER OF HOURS/MONTH: UNDISCLOSED; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Luke M Schillo's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 7, 2025 - Present

GREENSTONE BELT WEALTH ADVISORS, LLC

Office #1: 401 N Michigan Ave Suite 1200, Chicago, IL 60611

RIA

CRD#: 335862

CHICAGO, IL

Past

November 1, 2018 - June 13, 2025

ORBA WEALTH ADVISORS, LLC

RIA

CRD#: 297351

CHICAGO, IL

Past

November 15, 2017 - August 3, 2018

TELEMUS CAPITAL, LLC

RIA

CRD#: 168794

Chicago, IL

Past

June 28, 2017 - November 15, 2017

BARRINGTON STRATEGIC WEALTH MANAGEMENT GROUP LLC

RIA

CRD#: 149472

CHICAGO, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GREENSTONE BELT WEALTH ADVISORS, LLC

CRD#: 335862 / SEC#: 801-132672

RIA

Registered Investment Advisory firm - (5/6/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(5/7/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/28/2017

Uniform Investment Adviser Law Examination

Current Firm

GREENSTONE BELT WEALTH ADVISORS, LLC

CRD#: 335862 / SEC#: 801-132672

RIA

Registered Investment Advisory firm - (5/6/2025 Approved)

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Contact information

Main Address

401 N Michigan Ave Suite 1200, Chicago, IL 60611

Mailing Address

Phone number

(312) 952-6550

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GREENSTONE BELT WEALTH ADVISORS WRAP BROCHURE (9/8/2025)

GREENSTONE BELT WEALTH ADVISORS ADV PART 2A (9/8/2025)

Regulatory assets under management

Total Number of Accounts	246
AUM (Assets Under Management)	$ 190,100,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Luke M. Schillo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Luke M Schillo's CRS (Customer Relationship Summary).

Certified licenses

Experience

GREENSTONE BELT WEALTH ADVISORS, LLC

ORBA WEALTH ADVISORS, LLC

TELEMUS CAPITAL, LLC

BARRINGTON STRATEGIC WEALTH MANAGEMENT GROUP LLC

Primary Firm SEC Registration

GREENSTONE BELT WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/28/2017

Current Firm

GREENSTONE BELT WEALTH ADVISORS, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GREENSTONE BELT WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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