FINANCIAL DESIGN STUDIO, INC.
CRD #286686 SEC #801-134607 DEER PARK, IL (847) 238-8050
SEC Registered
Total AUM
$105M
Discretionary
$105M
Employees
4
Clients
101
Accounts
444
Firm Details
- Organization Type
- Corporation
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 22, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Meyer, Trevore, James | I | CHIEF OPERATIONS OFFICER | C | Control |
| SMALENBERGER, MICHELLE, LYNN | I | CHIEF EXECUTIVE OFFICER | C | Control |
| SMALENBERGER, STEPHEN, MICHAEL | I | CHIEF FINANCIAL OFFICER | C | Control |
| STOLL, ROBERT, DAVID | I | CHIEF COMPLIANCE OFFICER | C | Control |
Registrations
Federal
IA
Sep 22, 2025 REGISTERED
Notice Filings (3)
IL KS TX
Address
21660 WEST FIELD PARKWAYSUITE 118
DEER PARK, IL 60010
United States
Phone: (847) 238-8050