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Kenora Financial, LLC

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Client assets under management

$228,500,000

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Clients

190

37% high-net-worth

Advisors

4

of 7 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

48

Typical

Average account size

$1,202,632

About

Kenora Financial, LLC provides investment advisory and financial planning services to individuals, families, trusts, pension and charitable clients, delivering portfolio management, retirement and estate planning, tax planning, and financial education. The firm manages customized separately managed accounts and also operates a private pooled vehicle, the Select Investors Fund, while offering periodic seminars and adult-education classes.

The firm’s investment approach emphasizes custom, tax-aware portfolios constructed primarily from individual equities (with diversification across roughly 23 industry groups) and limited use of mutual funds, reflecting a belief in market efficiency. Kenora typically manages client accounts on a discretionary basis for its customized portfolios, monitors accounts monthly with quarterly reporting, and discloses occasional use of margin in brokerage accounts when implementing strategies.

Notable distinctions include an operating relationship with an affiliated CPA practice that shares office space and clients, enabling coordinated tax and estate work and creating disclosed referral arrangements and potential conflicts of interest. Kenora also serves as adviser to a private pooled fund that is closed to new investors and is subject to independent annual and surprise audits, and it recently disclosed a corporate name change in its material changes notice.

Client services

Financial planning Portfolio management Newsletters or periodicals Educational seminars or workshops

Expertise

Retirement income strategy General estate planning guidance General tax planning Concentrated stock management

Occupation focus

Retired Founder/Business Owner

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Fee options

Percentage

$50,000 - $100,000: 2.00% (Brokerage), 1.00% (IRA) $100,000 - $500,000: 1.50% (Brokerage), 0.80% (IRA) $500,000 - $2,000,000: 1.25% (Brokerage), 0.60% (IRA) $2,000,000+: 1.00% (Brokerage), 0.40% (IRA)

Other

Account minimum: $150,000 Minimum fee: Initial Set-Up Charge of $500.00 if brokerage account closed within first 12 months Fee-only: Fee-only adviser; no commissions or other compensation from product sponsors or third parties

Main office location

Kenora Financial, LLC

1295 Rand Road, Suite 100

Des Plaines IL 60016, United States

Number of offices

1

Most active in

More info

Arizona · Illinois · Nebraska · Texas · Wisconsin

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website (847) 257-7200

Advisors at this firm

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Ryan M

Series 63, Series 65

Des Plaines, IL

Kenora Financial, LLC

Ryan McNeilly is a financial advisor at Kenora Financial, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Invesco, LLC since 2008. In addition to his advisory role, McNeilly is a partner at Ryan McNeilly & Associates, CPAs, LLC, where he provides part-time tax planning and preparation services. Kenora Financial offers investment advice and comprehensive financial planning to individuals and families, managing customized equity portfolios and a private pooled investment vehicle. The firm emphasizes a fiduciary, portfolio-focused approach centered on U.S. large- and mid-cap equities, broad industry diversification, and tax-aware rebalancing.

Retirement income strategy General estate planning guidance General tax planning Concentrated stock management Retired Founder/Business Owner
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Nilu J

Series 65

Des Plaines, IL

Kenora Financial, LLC

Nilu Judge is a financial advisor at Kenora Financial, LLC with six years of industry experience. She holds a Series 65 designation and has worked at Enesco, LLC since 2006. In addition to her advisory role, she is a part-time partner at Ryan McNeilly & Associates, CPAs, LLC, where she is involved in tax planning and preparation. Kenora Financial provides investment advice and comprehensive financial planning services to individuals and families, including retirement, estate, and tax planning. The firm manages customized equity portfolios and a private pooled investment vehicle, emphasizing fiduciary, portfolio-focused strategies with broad industry diversification and tax-aware rebalancing.

Retirement income strategy General estate planning guidance General tax planning Concentrated stock management Retired Founder/Business Owner
user avatar

Paul L

Series 65

Des Plaines, IL

Kenora Financial, LLC

Paul Linzer is a financial advisor at Kenora Financial, LLC with 26 years of industry experience. He holds a Series 65 designation and has been affiliated with Invesco, LLC since 1990. Kenora Financial provides investment advice and comprehensive financial planning services to individuals and families, managing customized equity portfolios and a private pooled investment vehicle. The firm follows a fiduciary, portfolio-focused approach emphasizing U.S. large- and mid-cap equities with broad industry diversification and tax-aware rebalancing.

Retirement income strategy General estate planning guidance General tax planning Concentrated stock management Retired Founder/Business Owner
user avatar

Keith N

Series 65

Des Plaines, IL

Kenora Financial, LLC

Keith Nyborg is a Series 65-licensed financial advisor with Kenora Financial, LLC, based in Des Plaines, IL. He has 26 years of industry experience and has been with Invesco, LLC since 1990. Kenora Financial provides investment advice and comprehensive financial planning services to individuals and families, including retirement, estate, and tax planning. The firm manages customized equity portfolios and a private pooled investment vehicle, focusing on fiduciary, portfolio-driven strategies with an emphasis on U.S. large- and mid-cap equities and tax-aware rebalancing.

Retirement income strategy General estate planning guidance General tax planning Concentrated stock management Retired Founder/Business Owner
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