Resource Financial Group, Ltd. Employee Directory

Financial ServicesIllinois, United States11-50 Employees

Resource Financial Group, Ltd. is a financial services firm based in Wilmette, Illinois. It operates as a registered investment advisor, providing advisory services to individuals and families with the aim of helping them make prudent decisions about their money. The firm emphasizes individualized, customized attention to each client to support financial independence while they focus on other priorities.

Advisory services are delivered through Resource Financial Group, Ltd., a Registered Investment Advisor, while securities are offered through OSAIC Wealth, a member of FINRA/SIPC. This arrangement reflects a common structure in the investment services industry, combining fiduciary advisory services with access to securities through a broker-dealer network.

Find Resource Financial Group, Ltd. employees' phone numbers or email addresses

Resource Financial Group, Ltd. Global Highlights

Location
Employees

North America
20

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  • United States Of America
    20

Resource Financial Group, Ltd.'s Leadership

  • Stylized image of a person
    R. B.
    Business Owner
    Phone icon
  • Stylized image of a person
    R. F.
    Office Manager
    Phone icon
  • Stylized image of a person
    B. P. M. C. C.
    Wealth Manager
    Phone icon
  • Stylized image of a person
    B. T.
    Relationship Specialist
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  • Stylized image of a person
    T. A.
    Independent Consultant
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  • Stylized image of a person
    P. T.
    Client Service Associate
    Phone icon

Resource Financial Group, Ltd. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Resource Financial Group, Ltd.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. B.
    Business Owner
    Phone icon
    United States
    Sep 09, 2025
  • Stylized image of a person
    R. F.
    Office Manager
    Phone icon
    Nov 15, 2025
  • Stylized image of a person
    B. P. M. C. C.
    Wealth Manager
    Phone icon
    Jun 18, 2025
  • Stylized image of a person
    B. T.
    Relationship Specialist
    Phone icon
    United StatesNew York
    Mar 25, 2026
  • Stylized image of a person
    T. A.
    Independent Consultant
    Phone icon
    United StatesFlorida
    Jun 01, 2026
  • Stylized image of a person
    P. T.
    Client Service Associate
    Phone icon
    Oct 21, 2024

Frequently Asked Questions

What is Resource Financial Group, Ltd. known for?

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Resource Financial Group, Ltd. was founded in 1996 operates in the Financial Services industry. The company's main headquarters is located in 1000 Skokie Boulevard Suite 525 Wilmette, Illinois 60091 United States; you can contact the main corporate office by phone at . Explore Resource Financial Group, Ltd.'s company overview page for more information.

What is Resource Financial Group, Ltd.'s most common email format?

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Resource Financial Group, Ltd. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Resource Financial Group, Ltd. email formats with LeadIQ.

How many employees does Resource Financial Group, Ltd. have currently?

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Resource Financial Group, Ltd. has approximately 19 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Resource Financial Group, Ltd.'s key employees and leadership?

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As of May 2026, Resource Financial Group, Ltd.'s key employees include:

  • Business Owner: R. B.
  • Office Manager: R. F.
  • Wealth Manager: B. P. M. C. C.
  • Relationship Specialist: B. T.
  • Independent Consultant: T. A.

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