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Prashant Thakker
Wealth Management Advisor
It is my pleasure to serve the financial needs of people in Chicagoland and surrounding suburbs. I became a wealth management advisor in 2014. I am fluent in Gujarati and Hindi. Arkansas Insurance Producer License #2188556. I want to make m...... Show More
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About
It is my pleasure to serve the financial needs of people in Chicagoland and surrounding suburbs. I became a wealth management advisor in 2014. I am fluent in Gujarati and Hindi. Arkansas Insurance Producer License #2188556. I want to make managing your finances as easy as possible for you. As your financial advisor, I will partner with a banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.In my free time, I enjoy traveling, playing basketball and spending time with my family.
Specialities
Investment planning
Insurance protection planning
Retirement plan distribution planning
Executive compensation planning
Business succession planning
Charitable gifting strategies
Executive/trustee planning
Legacy planning
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Positions
- Wealth Management Advisor
FAQs
Here are some Frequently Asked Questions about Prashant Thakker
What is Prashant Thakker’s work email address?
Prashant Thakker’s professional email address is p**********r@u*****.com. You can also email Prashant Thakker by clicking on the contact Prashant Thakker.
Where is Prashant Thakker based out of?
Prashant Thakker’s primary location is Morton Grove, IL.
What is Prashant Thakker's phone number?
Prashant Thakker's phone number is (847) 967-1504
What is Prashant Thakker's title??
Prashant Thakker is a Wealth Management Advisor.
What are Prashant Thakker's areas of expertise?
Prashant Thakker specializes in Investment planning, Insurance protection planning, Retirement plan distribution planning, Executive compensation planning, Business succession planning, Charitable gifting strategies, Executive/trustee planning, Legacy planning, Goals-based wealth management.
