Brian R. Korienek
GOLDSTONE FINANCIAL GROUP | Partner and Vice President of Wealth Management
Oakbrook Terrace, IL 60181
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CRD#: 6109357
Professional summary
Brian Robert Korienek is a registered financial advisor currently at GOLDSTONE FINANCIAL GROUP, LLC located in Oakbrook Terrace, Illinois.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Brian has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Brian Korienek began his profession in the financial industry in 2011 as an analyst for the Chicago Board of Trade with an agricultural commodities firm. While finance and the stock market have always intrigued him, he also enjoys working with people, so the decision to transition to being an advisor was an easy one. Brian is a fiduciary advisor who holds an Illinois life & health insurance license and has passed his Series 7 and 66 licenses. He has been seen on Fox 32 Chicago and heard on the WLS 890AM radio show, Securing Your Financial Future.
Brian has a passion for crafting the ideal investment portfolio to suit each client’s unique needs, and he’s fine-tuned this craft over the years to become a complete and diligent wealth manager. Brian truly enjoys assisting individuals in planning for specific economic goals and helping them reach a better financial situation. Possibly most important to him is helping individuals manage the risk in their portfolio.
Brian also supports many social causes that strongly resonate with him and his family, being involved with non-profits such as the American Cancer Society, the I Understand Love Heals organization, and the Alzheimer’s Association.
Brian is an avid traveler who enjoys taking trips with his wife in his spare time. He enjoys playing a good round of golf, whether with friends or clients, and loves to explore the local Chicago restaurant scene.
Question & Answer
What are your service offerings?
Retirement Planning,
Lifetime Income Planning,
Wealth Mangement,
Investment Planning,
Healthcare Planning,
Tax Planning,
Legacy Planning,
Asset Protection Planning
How do you get paid?
Commission and Fee
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Brian Robert Korienek'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®
NoneExperience
Current
May 10, 2016 - Present
GOLDSTONE FINANCIAL GROUP, LLC
Office #1: 18w140 Butterfield Road 16th Floor, Oakbrook Terrace, IL 60181Office #2: 725 Cool Springs Suite 600, Franklin, TN 37067RIA
CRD#: 222520
Oakbrook Terrace, IL
Past
March 28, 2014 - April 17, 2018
TAYLOR CAPITAL MANAGEMENT INC.
BD
CRD#: 43559
OAKBROOK TERRACE, IL
Past
February 25, 2014 - December 31, 2015
BROOKSTONE CAPITAL MANAGEMENT LLC
RIA
CRD#: 141413
OAKBROOK TERRANCE, 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".
GF
GOLDSTONE FINANCIAL GROUP, LLC
GOLDSTONE FINANCIAL GROUP, LLC
CRD#: 222520 / SEC#: 801-99350
RIA
Registered Investment Advisory firm - (6/5/2015 Approved)Illinois
Registered Investment Advisory firm - (1/20/2016 Terminated)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(5/10/2016)
IAR
Tennessee(2/28/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
GF
GOLDSTONE FINANCIAL GROUP, LLC
GOLDSTONE FINANCIAL GROUP, LLC
CRD#: 222520 / SEC#: 801-99350
RIA
Registered Investment Advisory firm - (6/5/2015 Approved)Illinois
Registered Investment Advisory firm - (1/20/2016 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
18w140 Butterfield Road 16th Floor, Oakbrook Terrace, IL 60181
Mailing Address
Phone number
(630) 620-9300
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,083 |
| AUM (Assets Under Management) | $ 917,456,867 |
Red Flags
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Company Information
GOLDSTONE FINANCIAL GROUP, LLC
Partner and Vice President of Wealth ManagementCRD#: 222520Oakbrook Terrace, IL 60181TRUST BUT VERIFY
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