Brickwork Financial Planning, Ltd
Firm details
- Headquarters
- Orland Park, Illinois
- CRD number
- 288982
- Website
- www.brickworkfinancial.com
- Fee structure
- Hourly Charges, Fixed Fees, Other
- Services
- Financial PlanningPension Consulting
Firm profile
FINTRXOverview
Brickwork Financial Planning, Ltd. is a privately held corporation owned by an individual that provides financial planning and pension consulting services. The firm bills clients through hourly charges, fixed fees and other non-commission arrangements rather than functioning as a capital allocator. It does not identify as an active ESG investor and is not registered as a multi-state adviser. The business appears to be a single-office practice focused on advisory and planning engagements rather than large-scale asset management.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3
Christopher Gonzales
Financial AdvisorCRD 6253502
Terrence Heafey
PresidentCRD 2753108
Ryan Kavois
Financial PlannerCRD 4938043
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Orland Park, IL
Cook
Location
Orland Park, IL
Headquartered in Orland Park, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 10710 W 143rd St
- Time zone
- CT (UTC-6)
- Office locations
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