George E. Kinsella

CHICAGO OAKBROOK FINANCIAL GROUP

OAK BROOK, IL 60523

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CRD#: 6239847

Professional summary

George Edward Kinsella III, CFP®, who also goes by George Edward Kinsella, is a registered financial advisor currently at CHICAGO OAKBROOK FINANCIAL GROUP located in Oak Brook, Illinois.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. George has worked at 2 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

George Edward Kinsella

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.

Fixed insurance sales; as of09/16/2020; 5% time spent during business hours; Conducted at branch location; Investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Edward Kinsella III'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®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

December 10, 2024 - Present

CHICAGO OAKBROOK FINANCIAL GROUP

Office #1: 903 Commerce Drive, Suite 300, Oak Brook, IL 60523

RIA

CRD#: 333344

OAK BROOK, IL

Past

September 17, 2020 - December 31, 2024

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

OAKBROOK, IL

Past

January 15, 2019 - December 31, 2024

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

OAKBROOK, 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".

CHICAGO OAKBROOK FINANCIAL GROUP

401K TEAM | COFG ADVISORS, LLC | CHICAGO OAKBROOK FINANCIAL GROUP

CRD#: 333344 / SEC#: 801-131428

RIA

Registered Investment Advisory firm - (11/6/2024 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
(12/10/2024)

IAR

Texas
(12/10/2024)

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

Series 63

Date: 9/3/2020

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 1/16/2019

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/15/2019

General Securities Representative Examination

Current Firm

CHICAGO OAKBROOK FINANCIAL GROUP

401K TEAM | COFG ADVISORS, LLC | CHICAGO OAKBROOK FINANCIAL GROUP

CRD#: 333344 / SEC#: 801-131428

RIA

Registered Investment Advisory firm - (11/6/2024 Approved)

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Contact information

Main Address

903 Commerce Drive, Suite 300, Oak Brook, IL 60523

Mailing Address

Phone number

(630) 954-5572

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 ADV PART 2 BROCHURE (10/1/2025)

Regulatory assets under management

Total Number of Accounts	1,116
AUM (Assets Under Management)	$ 907,280,235

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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George E. Kinsella

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Edward Kinsella III's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHICAGO OAKBROOK FINANCIAL GROUP

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

Primary Firm SEC Registration

CHICAGO OAKBROOK FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 63

Date: 9/3/2020

SIE

Date: 1/16/2019

Series 7

Date: 1/15/2019

Current Firm

CHICAGO OAKBROOK FINANCIAL GROUP

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CHICAGO OAKBROOK FINANCIAL GROUP

TRUST BUT VERIFY

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