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Resource Financial Group, Ltd. Employee Directory

Financial ServicesIllinois, United States11-50 Employees

Resource Financial Group, Ltd. is a financial services firm based in Wilmette, Illinois. It operates as a registered investment advisor, providing advisory services to individuals and families with the aim of helping them make prudent decisions about their money. The firm emphasizes individualized, customized attention to each client to support financial independence while they focus on other priorities.

Advisory services are delivered through Resource Financial Group, Ltd., a Registered Investment Advisor, while securities are offered through OSAIC Wealth, a member of FINRA/SIPC. This arrangement reflects a common structure in the investment services industry, combining fiduciary advisory services with access to securities through a broker-dealer network.

Find Resource Financial Group, Ltd. employees' phone numbers or email addresses

Resource Financial Group, Ltd. Global Highlights

Location
Employees

North America
24

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  • United States Of America
    24

Resource Financial Group, Ltd.'s Leadership

  • Stylized image of a person
    R. F.
    Office Manager
    Mobile Phone
  • Stylized image of a person
    B. P. M. C. C.
    Wealth Manager
    Mobile Phone
  • Stylized image of a person
    P. T.
    Client Service Associate
    Mobile Phone

Resource Financial Group, Ltd. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Resource Financial Group, Ltd.

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    R. F.
    Office Manager
    Mobile Phone
    Jun 29, 2026
  • Stylized image of a person
    B. P. M. C. C.
    Wealth Manager
    Mobile Phone
    Jun 18, 2025
  • Stylized image of a person
    P. T.
    Client Service Associate
    Mobile Phone
    Oct 21, 2024

Frequently Asked Questions

What is Resource Financial Group, Ltd. known for?

Minus sign iconPlus sign iconResource Financial Group, Ltd. was founded in 1996 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-847-256-****
. Explore Resource Financial Group, Ltd.'s company overview page for more information.

What is Resource Financial Group, Ltd.'s most common email format?

Minus sign iconPlus sign iconResource Financial Group, Ltd. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Resource Financial Group, Ltd. email formats with LeadIQ.

How many employees does Resource Financial Group, Ltd. have currently?

Minus sign iconPlus sign iconResource Financial Group, Ltd. has approximately 19 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Resource Financial Group, Ltd.'s key employees and leadership?

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As of July 2026, Resource Financial Group, Ltd.'s key employees include:

  • Office Manager: R. F.
  • Wealth Manager: B. P. M. C. C.
  • Client Service Associate: P. T.

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