Theodore H. Nebel

Theodore H. Nebel

Nebel Financial

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: $50,000

Minimum client income required: $75,000

Title: Proprietor

Offering advice since: 1984

Areas of focus:

  • Annuities
  • Business planning
  • Elder Issues (long-term care, pre-mortem planning)
  • Educational Planning
  • Estate Planning/Wills
  • Insurance (risk management, disability insurance)
  • Medical and Health Issues
  • Portfolio Management
  • Retirement Planning
  • Tax Planning

Further information about Theodore H. Nebel:

Theodore H. Nebel has been working with individuals since 1978. He uses his extensive personal and professional experience in all areas of financial planning to help you pursue your goals. He is a practicing attorney and holds multiple professional designations including Certified Financial Planner. He is licensed in many states to sell a variety of financial and insurance products.

Ted received his B.A., magna cum laude, in economics from the University of Notre Dame in 1968. He then enrolled in the joint Law/MBA program at the University of Chicago, and was awarded his J.D. in 1971 and M.B.A. in 1973.

He began his career at Chicago's Continental Illinois National Bank, where he spent five years in Trust and two in the Corporate Counsel office. After leaving the bank, he was associated with the Park Ridge law firm of Owens, Owens & Rinn, Ltd., where he practiced law for eight years, concentrating in estate planning and taxes. While at that firm, he extended his practice to include comprehensive financial planning. He was awarded the Certified Financial Planner designation in 1984 and successfully completed the Series 7 (General Securities) Exam later that year. He served as an instructor of the Federal Income Tax course (part of the CFP curriculum) at Harper College in Palatine, Illinois.

He has worked with several prominent financial services firms, including New England Mutual and Mass Mutual. He has been in his current position since 1990, specializing in comprehensive financial planning, estate planning, retirement planning, and asset management. He is a Registered Representative and Investment Advisor Representative with his broker-dealer, Ausdal Financial Partners, Inc.; Davenport, IA.

Ted is a member of the Financial Planning Association and has served on the board of the Chicago Loop Council. He also belongs to the Chicago and Illinois Bar Associations, the Union League Club, and the Notre Dame Club of Chicago. A Rotarian for over 30 years, he has served as President of the Park Ridge, Illinois, Rotary Club and as a Director and Vice-President of his current club, the Rotary Club of Chicago.

Compensation and Fee Structures:

Fee and Commission. Can work on fee only basis if desired.

Licenses, Certifications & Affiliations:

J.D., CFP, MBA

Registered Representative and Investor Advisor Representative with Ausdal Financial Partners, Inc; Davenport, IA. Member FINRA, SIPC.

Education:

B.A., Univ. of Notre Dame

J.D., Univ. of Chicago

MBA, Univ. of Chicago

Will provide references upon request?

Yes


Further information about Nebel Financial:

(Size of firm: 0-9 advisors)

Theodore H. Nebel, J.D., CFP, is committed to helping you pursue your long-term financial goals. We are a full-service financial consulting firm dedicated to helping our clients build wealth and protect their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients--not to a parent company.

Our independence enables us to establish working relationships with a number of industry-leading investment firms and insurance providers whose products we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients' unique needs.

As specialists in retirement planning and estate conservation, we can help you answer the questions you may have about your financial future, such as:

Will I be able to retire early?
How much money will I need in order to retire?
How can I get the most out of my 401(k)?
Should I have a traditional IRA or a Roth IRA?
How can I maximize the return on my investments while reducing risk?
How can I "inflation-proof" my investment income?
Do I need life insurance? Disability insurance? Long-term care insurance?
How can I ensure that my children receive as much as possible from my estate?
What do I need to know about wills, trusts, and probate?

We offer financial products and services tailored to your individual needs. We are committed to you for the long term.


Contact Information for Theodore H. Nebel

Phone: (312) 558-1060
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Fax: (312) 558-1061

Address for Theodore H. Nebel:
Ste. 3500
10 S. LaSalle St.
Chicago, IL, 60603

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