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Jonathan Henkels

  • Registered Representative
    Jonathan Henkels

    Jonathan Henkels
    Registered Representative

    With a long time passion for personal finance, Jonathan Henkels loves waking up every day with the opportunity to help others achieve their financial and life goals.  With a background in education, Jonathan believes in making certain that you not only have a plan that gets you where you want to go, but that you also understand why.  He listens to your goals and wishes, maps out a thorough financial plan tailored to you, and helps you keep the plan in motion so you can reach your financial and life goals.

    Some of the areas touched upon during the creation of a suitable financial plan may include an analysis of your current portfolio, planning for paying college expenses – as well as the means to pay off student debt upon graduation – identifying your insurance needs, and concentrating on Social Security and Medicare planning when forecasting the retirement phase of your life.

    Jonathan lives in Lake Zurich, IL with his wife Lindsey and son Luke.  He is a die-hard Bayern Munich soccer fan, enjoys visiting the Chicago Botanic Gardens, and likes to learn all he can about history, theology and economics.  He also helps his wife go “picking” for antique decorations to restore as well as play model trains with Luke.

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Securities offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Insurance and investment advisory services offered through Phase 3 Advisory Services Ltd., a registered investment advisor not affiliated with Royal Alliance.

This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MS, NC, NE, NM, NV, NY, OH, OK, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV. No offers may be made or accepted from any resident outside the specific state(s) referenced

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