William Blair & Company
47yrs
Top advisor by experience in Illinois
27yrs
Michael Kwon has worked in the financial industry for 27 years and is a fiduciary financial advisor based in Chicago, Illinois. Michael has been with Steward Advisors since 2013. Steward Advisors offers financial planning and investment management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 6312 advisors with offices in Chicago, and one of 5878 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 19% by experience in Chicago
Office625 West Adams Street Floor 19, Chicago, IL 60661
FirmSteward Advisors
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.54 million
Advisors at the firm4
States licensed ?1 state
Services through Steward Advisors
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2013 – nowSteward Advisors, LLCCurrent firm
Contact Michael
(630) 537-0111Steward Advisors main office 625 West Adams Street Floor 19Chicago, IL 60661Office · Get directions LinkedIn pageSteward Advisors
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Steward Advisors at (630) 537-0111 and ask for Michael Kwon. Michael works from the Chicago, IL office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1999, about 27 years. Top 19% by experience in Chicago.
What licenses does Michael hold?
Series 65, Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Steward Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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