SV
CFP
SV
CFP

Stephanie Vlerah

11 Years of Experience
Chicago, IL
May Earn CommissionSells Insurance

Stephanie Vlerah is a CFP-designated registered investment advisor at Financial Illumination Advisors, LLC, based in Chicago, IL, with 11 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.

Compensation
Commission-BasedFixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Minimum Investment:$10K

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Chicago, IL

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Stephanie is a board member for Risecrance Chicago Foundation and Rosecrance Health Network, and a board of directors spousal forum chair for YPO Chicagoland. Stephanie is also insurance licensed.

Employment History
Current Registrations
Financial Illumination Advisors, LLC
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
Oxford Financial Group, LTD
December 2013 - February 2021 · 7 yrs 2 mos
State Registrations1 state
IL
Advisor

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.

Exams
No exam information available for this advisor.
Stephanie Vlerah - Financial Advisor | TrueAdvisor