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Bitcoin Financial Advisors in Illinois

2 Vetted Professionals • CBDA℠, CRPC®

Bitcoin in Illinois

Market snapshot and regulatory overview

State Capital Gains Tax

4.95%

Moderate Tax

Bitcoin Businesses

140+

Active companies

Regulatory Stance

Neutral

Business climate

Adoption Level

Growing

Market maturity

Illinois, home to Chicago's robust financial services industry, has developed a mature ecosystem for cryptocurrency investment and Bitcoin financial advisory. The state's derivatives markets and institutional investment infrastructure provide sophisticated tools for Bitcoin exposure. Illinois-based financial advisors specializing in cryptocurrency help clients leverage these resources while navigating state tax considerations, implementing secure custody solutions, and integrating Bitcoin into diversified investment portfolios.

Disclaimer: Tax rates and regulations subject to change. Bitcoin business counts are estimates. Consult with a qualified tax professional for personalized advice.

Certified Bitcoin Financial Advisors in Illinois

Joey Bunton

Senior Financial Advisor

Fox River Grove, IL

CBDA℠

Joey Bunton is a Senior Financial Advisor at The Tranel Financial Group, where he excels in demystifying the complexities of financial planning. With a deep commitment to fostering lasting relationships, Joey is dedicated to guiding clients and their families through the various stages of financial life and retirement. He understands that each client has unique goals, and he is passionate about helping them achieve their vision of success. Drawing on his extensive experience and expertise, Joey is determined to provide high-level investment planning and exceptional service tailored to each individual's needs. He specializes in bringing clarity to financial situations, regardless of their complexity. Through The Tranel Financial Group’s Faithful Watch Program, Joey ensures that clients receive ongoing support and guidance as their financial journeys evolve. Outside of his professional pursuits, Joey enjoys spending quality time with his family, reinforcing the values of connection and support that he brings to his work.

Stephanie Hagan

Retirement Planning Counselor

Barrington, IL

CBDA℠CRPC®

Stephanie Hagan is a seasoned Retirement Planning Counselor at Carter Financial Group, bringing over 25 years of diverse experience in the financial services industry to her clients. She believes that education and a comprehensive understanding of one’s financial position are essential for making informed decisions that pave the way toward achieving personal dreams and goals. Her guiding principle, “You have to understand it to achieve it,” underscores her commitment to empowering clients on their financial journeys. Stephanie began her career on the trading floor at the Chicago Board of Trade before transitioning to the corporate sector within the 401(k) industry. After 17 years of managing operations and administration for 401(k) plans, she dedicated the last 14 years to working closely with individuals and families, helping them build a holistic financial picture that includes their qualified employer savings. Her extensive experience positions her uniquely to address the complexities of retirement planning with clarity and compassion. As an Investment Adviser Representative, Stephanie holds both Series 7 and 66 securities registrations, as well as Illinois Life and Health Insurance licenses. In 2018, she earned her Certified Retirement Planning Counselor (CRPC®) certification, further enhancing her ability to guide clients through the intricacies of retirement planning. Outside of her professional commitments, Stephanie enjoys spending quality time with her family, where she finds inspiration and joy in the everyday moments that life offers.