IHT Wealth Management
46yrs
Top advisor by experience in Oakbrook Terrace
1yr
Cory Bannester
Financial advisor at Osaic Wealth
Cory Bannester is a fiduciary financial advisor in Oakbrook Terrace, Illinois, with 1 year in the industry. Cory joined Osaic Wealth in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Osaic Wealth reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 246 advisors with offices in Oakbrook Terrace, and one of 226 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office1801 S Meyers Rd Suite 150, Oakbrook Terrace, IL 60181
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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
- Mar 2026 – nowOsaic Wealth, Inc.Current firm
Contact Cory
1801 S Meyers Rd Suite 150Oakbrook Terrace, IL 60181Office · Get directions Firm main line(800) 821-5100Headquarters: Osaic Wealth · Scottsdale, AZ
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Questions to ask Cory
Tailored to Cory’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Cory
How do I contact Cory?
Call Osaic Wealth at (800) 821-5100 and ask for Cory Bannester. Cory works from the Oakbrook Terrace, IL office.
How long has Cory been a financial advisor?
Cory has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Cory hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Cory a fiduciary?
Cory is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Cory paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Cory 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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