BPTW_Awards-Horizontal-4c.jpg BPTW_Awards-Horizontal-4c.jpg

(800) 822-3642

info@ExemplarFN.com

Crystal Lake | Walworth  | Westmont

Join Exemplar Account Login

            

Your Pathway to Success

James M. Mullen

Photo of team member
James M. Mullen, AIF, RICP

Financial Advisor

Phone: 
630-852-4300 ext. 404

Jim has worked in the financial industry since 1983 racking up an extensive and diverse background with experience that includes managing both municipal and corporate pension and 401(k) plans. He moved into the Banking industry as a Trust officer where he worked with both corporate and personal clients managing large investment portfolios. Jim enjoys helping individuals in a more personal setting which inspired him to decide to become a licensed investment advisor with Exemplar 2004. His strong background in corporate pension and 401(k) plans gives him a knack for guiding small business owners through the complicated world of retirement and succession planning.

Jim takes a great amount of pride and satisfaction using his skills as a retirement income specialist to help his senior clients have confidence that they will continue to enjoy their golden years without worrying about income. With his amiable and agreeable demeanor, Jim will often find himself chatting with clients long after the financial discussion is over and it is in those conversations he discovers what their dreams for the future truly are.

In addition to helping people achieve their vision of financial security, Jim is equally passionate about his community. He is a dedicated supporter of Misericordia, a non profit organization that provides care and a network of services for people with developmental disabilities. A native Chicago Northsider, Jim now resides in Naperville with his wife Lucie. Since the loss of their beloved dog Gus, they enjoy taking care of their nieces and nephews dogs while they are out of town. Jim loves to spend Saturday morning on the golf course followed by grilling something interesting for his very large extended family, neighbors or close circle of friends he still maintains from his childhood days.

Getting to know Jim:

Favorite Quote: Carpe Diem

Favorite Movie: One Flew over the Cuckoos Nest

What motivates Jim:  Having something to do, whether it is a carpentry project or a financial plan.

Where Jim would like to travel next: Italy or Ireland

Privacy Policy Disclaimer.  Exemplar Financial Network 413 E. Terra Cotta Avenue (Route 176) Crystal Lake, IL 60014. Phone: 815.459.4550

Securities and investment advisory services are offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC Exemplar Financial Network and Cetera Advisor Networks LLC are not affiliated.

This site is published for residents of the United States only. Financial Advisors of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks site at www.ceteraadvisornetworks.com.  

 

Website Design For Financial Services Professionals | Copyright 2018 AdvisorWebsites.com. All rights reserved