AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
MP

Michael J. Perna

FIRST CHOICE FINANCIAL SERVICES LLC
Oak Brook, IL 60523
Some features on this profile are disabled
CRD#: 5440522
MP

Professional summary

Michael John Perna, who also goes by Mike Perna, is a registered financial advisor currently at FIRST CHOICE FINANCIAL SERVICES LLC located in Oak Brook, Illinois.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Michael has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Mike Perna

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael John Perna's 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

February 27, 2008 - Present

FIRST CHOICE FINANCIAL SERVICES LLC

Office #1: Suite 805, Oak Brook Twenty Two 1301 West 22nd Street, Oak Brook, IL 60523
RIA
CRD#: 145255
Oak Brook, IL

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
Florida
(1/28/2025)
IAR
Illinois
(2/27/2008)
IAR
Texas
(12/2/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/14/2008
Uniform Investment Adviser Law Examination

Current Firm

FC
FIRST CHOICE FINANCIAL SERVICES LLC
FIRST CHOICE FINANCIAL SERVICES LLC

CRD#: 145255 / SEC#:

Florida
Registered Investment Advisory firm - (1/28/2025 Approved)
Illinois
Registered Investment Advisory firm - (2/27/2008 Approved)
Texas
Registered Investment Advisory firm - (12/2/2021 Conditional Restricted)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Suite 805, Oak Brook Twenty Two 1301 West 22nd Street, Oak Brook, IL 60523
Mailing Address
Phone number
(630) 541-8344
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

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.

Company Information

FIRST CHOICE FINANCIAL SERVICES LLC

CRD#: 145255Oak Brook, IL 60523

TRUST BUT VERIFY

Monitor Michael Perna

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Michael Walter Basile
Michael BasileAdvisorCheck Check Mark
COUNTRY CAPITAL MANAGEMENT COMPANY
RR
Chicago, IL
JF
James FlanaganAdvisorCheck Check Mark
INDEPENDENT FINANCIAL GROUP, LLC
IAR
RR
Downers Grove, IL
LP
Louis PasterAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Chicago, IL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.