Stephen Meskan
Stephen Meskan is a registered investment advisor at Cl Wealth Management LLC, based in Schaumburg, IL, with 35 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 2,073 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.25% |
| $100K - $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.25% |
All fees are negotiated between the advisor and the client. A portion of the annual fee may be paid to the account custodian for billing, reporting and/or other administrative functions.
Fee Estimator
Location
425 N. Martingale Rd., Suite 1220, Schaumburg, IL, 60173
Get directionsHistory
Regulatory History (11)
Customer Dispute
February 2026Judgment / Lien
December 2023Judgment / Lien
March 2023Judgment / Lien
February 2022Judgment / Lien
March 2021Judgment / Lien
March 2021Judgment / Lien
December 2019Judgment / Lien
August 2017Employment Separation After Allegations
September 2005Customer Dispute
April 1999Customer Dispute
April 1998Other Business Activities
Stephen is an investment advisor at Maroon Wealth Management since 2019, dedicating about 10-20% of his time. He is also the President of Meskan Capital, spending a few hours per week educating people on 1031 exchanges.
Employment History
Current Registrations
Cl Wealth Management LLC
Cabot Lodge Securities LLCBroker
Previous Registrations
Fourstar Wealth Advisors, LLC
Purshe Kaplan Sterling InvestmentsBroker
Feltl Advisors
Feltl Advisors
Feltl & CompanyBroker
Fintegra, LLCBroker
Fintegra Financial Solutions
Wunderlich Securities, INC.
Wunderlich Securities, INC.Broker
Advanced Equities, INC.
Advanced Equities, INC.Broker
Oppenheimer Asset Management INC.
Fahnestock & CO. INC.Broker
Fahnestock Asset Management
Cibc World Markets CORP.
Cibc World Markets CORP.Broker
Olde Discount CorporationBroker
Painewebber IncorporatedBroker
Lehman Brothers INC.Broker
Lehman Brothers INC.Broker
State Registrations15 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.