IHT Wealth Management
46yrs
Top advisor by experience in Oakbrook Terrace
21yrs
Based in Oakbrook Terrace, Illinois, Robert Basile is a fiduciary financial advisor with 21 years of industry experience. Robert has been with Mariner since 2021; before that, Robert spent three years at Goldman Sachs Wealth Services. Robert holds the CFP® designation.
One of 246 advisors with offices in Oakbrook Terrace, and one of 226 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?Top 25% by experience at Mariner
OfficeOne Mid America Plaza Suite 500, Oakbrook Terrace, IL 60181
FirmMariner
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.12 million
Advisors at the firm991
States licensed ?1 state
Services through Mariner
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
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
- 2021 – nowMarinerCurrent firm
- 2005 – 2008Goldman Sachs Wealth Services, L.P.Previously
Contact Robert
One Mid America Plaza Suite 500Oakbrook Terrace, IL 60181Office · Get directions Firm main line(913) 904-5700Headquarters: Mariner · Overland Park, KS Firm websitesrs.mariner.com
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 Robert
How do I contact Robert?
Call Mariner at (913) 904-5700 and ask for Robert Basile. Robert works from the Oakbrook Terrace, IL office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2005, about 21 years. Top 25% by experience at Mariner.
What licenses does Robert hold?
Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Mariner reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert 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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