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Trusted advisor in finance and financial planning. Experienced in business planning, and investment management. Also experienced in financial transactions, sales and marketing, and general management strategy.Currently working with successful business owners, executives, and entreprenuers to design and implement creative financial plans to effectively manage their wealth and ensure a comfortable retirement.Specialties: Comprehensive Risk and Opportunity Assessment Estate and Asset ProtectionInvestment Analysis and Management Customized Insurance Solutions Business Succession Corporate Retirement Plan ManagementPhilanthropic Planning
Sentinus
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Private Client AdvisorSentinus Jun 2012 - PresentJoliet / ChicagoFor successful business owners, executives, and entreprenuers looking to enjoy and protect their lifestyles and pass on their wealth, Sentinus provides comprehensive and personalized wealth management solutions tailored to each client’s specific needs. Sentinus’ approach, fine-tuned over 66 years and now more varied and adaptable as an independent registered investment advisory (RIA) firm, combines proven industry best practices with leading-edge proprietary modeling tools. We begin with a Comprehensive Wealth Risk Assessment, which gives us a comprehensive understanding of each clients’ finances. From there, Sentinus examines Estate and Asset Protection Risks, Investment Portfolio Analysis, Business Succession Concerns, Insurance Portfolio Analysis, Corporate Benefit Plans, and Philanthropic Planning Goals as they apply to each client. These analyses determine a clear path to sustaining the wealth of our clients for their lifetime and beyond, enhancing financial strenths, minimizing weaknesses, and capitalizing on opportunities. SpecialtiesThe firm focuses on the following specialities:Comprehensive Risk and Opportunity Assessment Estate and Asset ProtectionInvestment Analysis and Management Customized Insurance Solutions Business Succession Corporate Retirement Plan ManagementPhilanthropic PlanningSentinus is an open architecture firm that maintains a low profile primarily out of respect for their clients’ privacy and the fact new clients are attained on a referral basis.Securities and advisory services offered through Ausdal Financial Partners, Inc. Member FINRA/SIPC 220 North Main Street, Suite 400, Davenport, IA. 52801 563-326-2064 www.ausdal.com. Sentinus and Ausdal Financial Partners, Inc. are separately owned and operated.
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Financial Planner And Investment AdvisorThe Reynolds Group Jul 2010 - May 2012
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PartnerStephen M. Wendt & Associates, Inc. Jun 2004 - Jan 2011
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Senior Vice PresidentJones Lang Lasalle Mar 1998 - Jun 2004 -
Vice PresidentLasalle Partners 1998 - 2000
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Financial AnalystEarth Tech Jun 1990 - Mar 1998Previously a design engineer, environmental engineer, and project manager and project controller.
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Senior EngineerRust Environment & Infrastructure 1993 - 1996
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EngineerWaste Management 1990 - 1993
Andrew Atseff Skills
Andrew Atseff Education Details
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Environmental Engineering
Frequently Asked Questions about Andrew Atseff
What company does Andrew Atseff work for?
Andrew Atseff works for Sentinus
What is Andrew Atseff's role at the current company?
Andrew Atseff's current role is Private Client Advisor at Sentinus.
What is Andrew Atseff's email address?
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What is Andrew Atseff's direct phone number?
Andrew Atseff's direct phone number is +170865*****
What schools did Andrew Atseff attend?
Andrew Atseff attended Northwestern University - Kellogg School Of Management, University Of Illinois Urbana-Champaign.
What skills is Andrew Atseff known for?
Andrew Atseff has skills like Finance, Strategic Financial Planning, Investments, Investment Advisory, Investment Management, Management, Risk Assessment, Strategy, Financial Services, Retirement, Valuation, Mergers And Acquisitions.
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