Federated Investment Counseling
39yrs
Top advisor by experience in Mount Prospect
27yrs
Based in Mount Prospect, Illinois, John Daly is a fiduciary financial advisor with 27 years of industry experience. John has been with Daly Investment Management since 2009; before that, John spent less than a year at Steele Capital Management and less than a year at LPL Financial. John holds the CFP® designation.
One of 45 advisors with offices in Mount Prospect, and one of 40 fiduciaries.
At a glance
Experience27 years (since 2000)
How that compares ?Top 19% by experience in Mount Prospect
Office930 E Northwest Highway, Mount Prospect, IL 60056
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$988,390
States licensed ?1 state
Services through Daly Investment Management
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Feb 2017 – Aug 2017Steele Capital Management, Inc.Previously
- 2009 – nowDaly Investment Management, LLCCurrent firm
- Feb 2009 – Apr 2009LPL Financial LLCPreviously
- 2004 – 2009Charles Schwab & CO., Inc.Previously
- Jun 2003 – Jan 2004A. G. Edwards & Sons, Inc.Previously
Contact John
(224) 347-2623Daly Investment Management main office 930 E Northwest HighwayMount Prospect, IL 60056Office · Get directions Firm websiteHTTPS://WWW.DALYINVESTMENT.COM
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Questions to ask John
Tailored to John’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 John
How do I contact John?
Call Daly Investment Management at (224) 347-2623 and ask for John Daly. John works from the Mount Prospect, IL office.
How long has John been a financial advisor?
John has been in the industry since 2000, about 27 years. Top 19% by experience in Mount Prospect.
What licenses does John hold?
Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Daly Investment Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask John 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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