Michael Perna
Michael Perna is a registered investment advisor at First Choice Financial Services LLC, based in Oak Brook, IL, with 18 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
First Choice Financial Services refers clients to third-party money managers. The fees for these managers vary and will be disclosed to you before you sign an agreement. First Choice Financial Services receives a portion of the money manager's fee as a referral fee.
Location
1301 West 22nd Street, Suite 805, Oak Brook, IL, 60523
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is the president of Michael Perna and Associates, Inc. and First Choice Insurance Agency, LLC, both providing insurance services. These activities take about half of his time.
Employment History
Current Registrations
First Choice Financial Services LLC
State Registrations3 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.