As seen in
Chicago Five Star award winner


John C. Anderson, CFP®

Financial Consultant
Equitable Advisors
d/b/a In Sight Financial Management
1515 W 22nd St Ste 300
Oak Brook, IL 60523
Office: 630-575-5021
Cell: 630-697-1796

Professional Approach

My background provides me with the qualifications to address your financial goals. In addition, I can work with teams of financial professionals throughout AXA Advisors’ national network to bring you well-rounded advice and guidance. I have been a registered representative of AXA Advisors since December 2001 and have been in the financial services industry since that time. I hold an Economics degree from Harvard College and an MBA from Northwestern University - Kellogg Graduate School of Management. My achievements at AXA Advisors include: Branch Class Leader in 2002 and 2003, International Sales Campaign Leader in Fall 2002, appointment as a Vice President in the Chicago Branch in August 2004, and obtaining my CERTIFIED FINANCIAL PLANNER™ certification in January 2008. I am involved in the National Black MBA Association and the Kellogg Alumni Club of Chicago. I am also very active with the 100 Black Men of Chicago mentoring organization, holding various leadership posts, including Vice President of Youth Services.

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California Insurance License #: 0F17754

Securities offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through AXA Advisors, LLC, a SEC registered investment advisor.  Annuity and insurance products offered through AXA Network, LLC.  In Sight Financial Management is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network.  Individuals may transact business and/or respond to inquiries only in state(s) in which they are licensed.  CFP® and CERTIFIED FINANCIAL PLANNER™            are marks owned by the Certified Financial Planner Board of Standards, Inc.  AGE 147949 (9/19)(exp 9/21)

*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. 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 this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to 5,430 Chicago area wealth managers were considered for the award; 429 (8 percent of candidates) were named 2019 Five Star Wealth Managers. 2018: 5,449 considered, 435 winners; 2017: 3,781 considered, 438 winners; 2016: 3,411 considered, 725 winners; 2015: 5,833 considered, 716 winners; 2014: 8,161 considered, 744 winners; 2013: 3,998 considered, 772 winners; 2012: 2,970 considered, 780 winners.