LeadIQ logo
Learn more at LeadIQ.com

Professional Wealth Advisors, LLC Employee Directory

Financial ServicesIllinois, United States51-200 Employees

Professional Wealth Advisors, LLC is a mid-sized financial services firm focused on wealth management. Based in Downers Grove, Illinois, it serves business owners and executives, independent women, and endowments and foundations, offering guidance on strategic financial planning and asset management. Securities and advisory services are provided through LPL Financial, a registered investment adviser that participates in FINRA and SIPC.

In 2022, the firm expanded its leadership with the appointment of Crystal Kolcz as managing director. Its affiliation with LPL Financial situates it within a broader advisory network that supports its client-focused approach.

Find Professional Wealth Advisors, LLC employees' phone numbers or email addresses

Professional Wealth Advisors, LLC Global Highlights

Location
Employees

North America
66

Minus sign iconPlus sign icon
  • United States Of America
    66

Professional Wealth Advisors, LLC's Leadership

  • Stylized image of a person
    D. H.
    Senior Managing Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. P.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    N. I.
    Managing Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. K. C.
    Partner | Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. J.
    Director Of Compliance
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. D.
    Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. B.
    Director Of Training
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. G.
    Director Special Needs Services
    Phone icon
    Mobile Phone

Professional Wealth Advisors, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Support

Contact profiles from Professional Wealth Advisors, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. H.
    Senior Managing Partner
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    J. P.
    Owner
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    N. I.
    Managing Partner
    Phone icon
    Mobile Phone
    United StatesWisconsin
    Jun 01, 2025
  • Stylized image of a person
    R. K. C.
    Partner | Wealth Advisor
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    M. J.
    Director Of Compliance
    Phone icon
    Mobile Phone
    United StatesIowa
    Jun 25, 2026
  • Stylized image of a person
    J. D.
    Director
    Phone icon
    Mobile Phone
    Oct 18, 2024
  • Stylized image of a person
    M. B.
    Director Of Training
    Phone icon
    Mobile Phone
    Oct 24, 2024
  • Stylized image of a person
    R. G.
    Director Special Needs Services
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    D. C.
    Operations Manager
    Phone icon
    Mobile Phone
    United StatesWisconsin
    Jun 03, 2026
  • Stylized image of a person
    D. N.
    Senior Operations Manager
    Phone icon
    Mobile Phone
    Oct 24, 2024

Frequently Asked Questions

What is Professional Wealth Advisors, LLC known for?

Minus sign iconPlus sign iconProfessional Wealth Advisors, LLC was founded in 2015 operates in the Financial Services industry. The company's main headquarters is located in 2651 Warrenville Road Suite 200 Downers Grove, Illinois 60515 United States. Explore Professional Wealth Advisors, LLC's company overview page for more information.

What is Professional Wealth Advisors, LLC's most common email format?

Minus sign iconPlus sign iconProfessional Wealth Advisors, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Professional Wealth Advisors, LLC email formats with LeadIQ.

How many employees does Professional Wealth Advisors, LLC have currently?

Minus sign iconPlus sign iconProfessional Wealth Advisors, LLC has approximately 51 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Professional Wealth Advisors, LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of June 2026, Professional Wealth Advisors, LLC's key employees include:

  • Senior Managing Partner: D. H.
  • Owner: J. P.
  • Managing Partner: N. I.
  • Partner | Wealth Advisor: R. K. C.
  • Director Of Compliance: M. J.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.