Propel Financial Advisors, LLC

Propel Financial Advisors, LLC (CRD# 299279) is a financial advisory firm headquartered in Chicago, IL. They manage $38,234,936 in 304 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
Po Box 18411, Chicago, IL 60618
https://www.linkedin.com/company/propel-financial-advisors
By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    304
    ACCOUNTS
  • Average Account Value
    $125,773
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, LA, NY, TN

Financial Advisors at Propel Financial Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Emily Agosto, financial advisor Chicago IL
Emily H. Agosto
CRD#: 5996658
Chicago, IL

Emily Agosto (CRD# 5996658) is an Investment Advisor Representative working at Propel Financial Advisors, LLC in Chicago, IL and has over 12 years of experience in the finance industry.

2
Amanda Vaught, financial advisor Brooklyn NY
Amanda L. Vaught
CRD#: 6626153
Brooklyn, NY

Amanda Vaught (CRD# 6626153) is an Investment Advisor Representative working at Propel Financial Advisors, LLC in Brooklyn, NY and has over 6 years of experience in the finance industry.

3
David Vaught, financial advisor Chicago IL
David H. Vaught
CRD#: 2628191
Chicago, IL

David Vaught (CRD# 2628191) is an Investment Advisor Representative working at Propel Financial Advisors, LLC in Chicago, IL and has over 28 years of experience in the finance industry.

4
Danielle Woods, financial advisor Chicago IL
Danielle N. Woods
CRD#: 4573090
Chicago, IL

Danielle Woods (CRD# 4573090) is an Investment Advisor Representative working at Propel Financial Advisors, LLC in Chicago, IL and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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