# FMI Financial

FMI Financial is a RIA based in Oak Brook.

## Overview

- **Organization type:** RIA
- **Headquarters:** Oak Brook
- **Assets under management:** Undisclosed
- **Website:** https://fmifinancial.com
- **LinkedIn:** https://www.linkedin.com/company/fmi-financial

## Regulatory record

- **CRD number:** 299806
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/299806

## About

FMI Financial is an advisory firm that creates fully transparent, custom financial plans and wealth strategies. They act as a fiduciary and help clients with cash-flow management, debt, 401(k) optimization, tax management, insurance, retirement readiness, and legacy planning. Clients meet 1:1 for personalized planning supported by financial tools.

## People

- Frank Iozzo — CPWA®, President, Private Wealth Advisor
- Katie Blechschmidt — CFP®, Private Wealth Advisor

## Questions

### What is known about FMI Financial's AUM?

FMI Financial has not disclosed its assets under management, and no independent estimate is available. The firm's AUM remains undisclosed in all public records.

## Related profiles

- [DMC Wealth Management](https://altss.com/profile/dmc-wealth-management-llc)
- [Hayes Wealth Advisors](https://altss.com/profile/hayes-wealth-advisors-llc)

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Last updated: 2026-08-11T15:06:49.768Z

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