Ron Feinman

Financial advisor at Cl Wealth Management LLC · Schaumburg, IL

Last updated 2026-10-10

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Ron Feinman is a financial advisor at Cl Wealth Management LLC in Schaumburg, IL, CRD 2958711. Licenses and exams on the registration: Series 63, Series 65. First registered 2011-04-18.

Registration

CRD number
2958711
Registration status
Active
First registered
2011-04-18
Years of experience
30
States registered
NC, NJ, SD, VA, WI

Licenses and exams

  • Series 63
  • Series 65

Work history

  • 1996-02 to Present · Law Firm of Ron Feinman Esq · Lynchburg, VA
  • 1996-02 to Present · One World Structured Settlement Design LLC · Lynchburg, VA
  • 2013-10 to Present · Cabot Lodge Securities LLC · Schaumburg, IL
  • 2017-01 to Present · Children's Miracle Network · Lynchburg, VA
  • 2014-06 to Present · Virginia Academy of Elder Law Attorneys · Vienna, VA
  • 2017-11 to Present · Virginia Edler Law, PLLC · Lynchburg, VA
  • 2013-09 to Present · Cl Wealth Management LLC · Schaumburg, IL

Current employment

SEC IAPD record for Ron Feinman

Cl Wealth Management LLC

Regulatory AUM
$733,574,059
Registered advisors
42
Offices
39
Clients per advisor
51.6 (Low)
Average AUM per client
$338.4K (Low)
High-net-worth client ratio
29.4% (Moderate)

Cl Wealth Management LLC: advisors, services and reported ETF investments

What this firm offers

Filed by Cl Wealth Management LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Pension Consulting Services
  • Selection of Other Advisers
  • Publication of Periodicals or Newsletters
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)
  • Other

Business and affiliations

  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Accountant or Accounting Firm
  • Lawyer or Law Firm
  • Insurance Company or Agency
  • Real Estate Broker or Dealer
  • Sponsor or Syndicator of Limited Partners
  • Sponsor or GP of Pooled Investment Vehicl

Location

425 N. Martingale Rd., Schaumburg, IL 60173

41 advisors at this office.

Cl Wealth Management office in Schaumburg, IL

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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