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Our team helps busy people and their families sort through their complicated financial issues, windfalls and hard earned dollars in order to provide them with strategies to help make their money grow. This may be a foundation to help manage current finances or more than enough for retirement, but with careful planning, the potential to leave their family a legacy.

Common issues we strive to help our clients conquer:

  • A lack of time or understanding of their financial picture.
  • Having various accounts with no real investment plan in place.
  • Complicated company stocks, or retirement plans.
  • Missed opportunities for tax savings.
  • Getting your will or trust done, as well as, reviewing outdated or inadequate insurance.
  • People who need a plan in which to accomplish their long term goals.

Nick Markionni, CFP®, CFS, MBA 
Financial Advisor

Since 1988, Nick has worked in the financial services industry.  Beginning in banking, which provided him with a diverse and extensive business background, Nick acted as principal for the bank's investment division, supervising representatives in 18 locations.  He joined AFC Financial Advisory Group in 1996 as a Financial Advisor to work directly with clients, product selection, and manage the discretionary portfolio.  He also manages the daily operations of the practice and leads the staff.

A 1986 graduate of Northern Illinois University, Nick has a Bachelor’s degree in Eastern Asian History and an Associate’s Degree in Business from Prairie State College. In 2004, he received his Master’s Degree in Business Administration from the University of Notre Dame and graduated with honors.

Nick is a Certified Financial Planner® and a Certified Funds Specialist.

Qualifications:

  • Series 63, Series 7 and 24
  • Certified Financial Planner®
  • Certified Funds Specialist
  • Life and Health insurance licensure
  • Securities Registered in AL, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, MA, MI, MN, MO, MS, NC, ND, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WV, and WI.

Our Client Service & Support Team

Linda Williams
Senior Administrative Assistant
708-957-2121 x312
lindaw@afcadvisory.com

Joan Lind
Administrative Assistant
708-957-2121 x313
joanl@afcadvisory.com

Rosanne Goodrich-Schulz
Administrative Assistant
708-957-2121 x310
rosanneg@afcadvisory.com

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Nick Markionni offers securities and investment advisory services through Royal Alliance Associates, Inc., member FINRA/SIPC.  Additional investment advisory services offered through Focus Financial Network, Inc., a registered investment advisor.  Insurance services offered through Anthonisen Financial Corporation.  All listed entities are unaffiliated. AFC Financial Advisory Group is a marketing designation.

This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, MA, MI, MN, MO, MS, NC, ND, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WV, and WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Royal Alliance does not offer tax or legal advice.

 

 
IMPORTANT CONSUMER INFORMATION 

A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
 

 



This communication is strictly intended for individuals residing in the state(s) of AL, AZ, CA, CO, CT, DC, FL, GA, IL, IN, IA, MD, MA, MI, MN, MS, MO, NV, NH, NJ, NY, NC, ND, OH, OR, PA, SC, TN, TX, VA, WV and WI. No offers may be made or accepted from any resident outside the specific states referenced.
 


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