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Ari Max Nadler

1 Year of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)
Firm Size
13 advisors
Number of Clients
1,016 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$1.9B

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$2,000
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Location

155 N. Pfingsten Road, Suite 160, Deerfield, IL, 60015-4903

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Ari works as an associate wealth manager at Nadler Financial Group, Inc., dedicating nearly full-time hours to this role. His responsibilities include operations, administrative support, and systems administration.

Employment History
Current Registrations
Nadler Financial Group, INC.
August 2024 - Present · 1 yr 6 mos
Ausdal Financial Partners, INC.Broker
April 2024 - Present · 1 yr 10 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.