Our Qualifications

Chicago Investment Advisory Council, Inc. is a Registered Investment Advisor with the State of Illinois Department of Securities since 1997

John Davis attended the University of Illinois - Chicago, majored in Finance, and began his financial career in 1994. John is an Investment Advisor Representative (IAR) and holds a Series 6, 7, 63, and 65 securities license. John also works with clients in conjunction with legal professionals to help implement their trust and estate plan. John was recognized as a Five Star Wealth Manager in 2013 and 2014*

John Michalak holds an MBA in Finance from the Keller Graduate School of Management. He holds a Series 6, 63, and 65 securities license and is an Investment Advisor Representative. John was recognized as a Five Star Wealth Manager in 2011*. 

Mike Fulkerson is a graduate of Illinois State University. He began his career in 2002 and holds a Series 7 and 66 securities license. Mike is an Investment Advisor Representative and an Accredited Wealth Management Advisor (AWMA) designee through the College of Financial Planning. 

Brad Saurbaugh holds a degree in Finance from the University of Maryland and began his career in 2003. Brad is Series 7 and 66 securities licensed. He specializes in long term care and life insurance planning. 

Five Star Professional, as a third-party research firm, administered a survey, by mail and phone, to 1 in 4 high-net-worth households (over 237,500 consumers) and registered financial services representatives (over 14,500 financial services professionals) to evaluate the approximately 34,500 wealth managers in the Chicago area (includes Cook, Du Page, Grundy, Jasper, Kane, Kankakee, Kendall, La Salle, Lake, Livingston, McHenry, and Will counties in the state of Illinois). The evaluation was based on nine criteria, including customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post sale service, quality of recommendations, and overall satisfaction. After review by a panel of local industry experts and a review of regulatory history, Five Star Professional determined the final list of Five Star Wealth Managers scoring highest in overall satisfaction and representing less than 7% of the wealth managers in the Chicago area.

• Five Star Wealth Managers do not pay a fee to be included in the research or the final list of Five Star Wealth Managers.
• Only wealth managers with more than five years of experience in the financial services industry are considered.
• The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client's experience.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Chicago Magazine.
• Please keep in mind that working with a Five Star Wealth Manager is no guarantee as to the future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future. For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com