Oldsecond
Aurora, US · 1 known investors
Old Second National Bank provides wealth management services including investment management, financial planning, trust and estate administration, and retirement plan consulting for high-net-worth individuals, families, businesses, and institutional clients.
Founders & leadership
Board
BJ
Billy J. LyonsBoard director
BF
Barry FinnBoard director
EB
Edward BonifasBoard director
JL
John LadowiczBoard director
JF
James F. TapscottBoard director
PT
Patti Temple RocksBoard director
DS
Duane SuitsBoard director
WK
William KaneBoard director
WB
William B. SkoglundBoard director
Investors · 1
Reported raises · per SEC filings
Form D private placements$60M disclosed across 1 round · 2021
▶$60MraisedApr 2021 · 24 investors · Commercial BankingRule 506(b)
▶$60MraisedApr 2021 · 24 investors · Commercial Banking
Rule 506(b)Officers, directors & promoters on the filing
- Billy J. LyonsDirector
- Richard GartelmannExecutive Officer
- Gary CollinsExecutive Officer, Director
- Barry FinnDirector
- Donald PilmerExecutive Officer
- Edward BonifasDirector
- John LadowiczDirector
- James F. TapscottDirector
- Patti Temple RocksDirector
- Duane SuitsDirector
- William KaneDirector
- William B. SkoglundDirector
- Hugh McLeanDirector
- Bradley AdamsExecutive Officer
- Jill YorkDirector
- James EccherExecutive Officer, Director
- Offering amount
- $60M
- Amount sold
- $60M
- Minimum investment
- $500K
- Sales commissions
- $750K
- Placement agents
- Keefe, Bruyette & Woods, Inc. a Stifel Company
- First sale
- Apr 2021
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Competitors · 4
by search overlapChase220 shared keywordsA wealth management and investing service (J.P. Morgan Wealth Management via Chase) offering self-directed brokerage accounts with commission-free online trades as well as one-on-one advisor services, financial planning tools, and retirement accounts. It serves individual retail investors ranging from beginners to experienced investors in the United States.
Fnb Online198 shared keywordsF.N.B. Corporation is a financial services company that emphasizes innovation and superior performance for clients, communities, and shareholders.
Zillow184 shared keywordsZillow operates an online real estate marketplace where consumers can search homes for sale and rentals across US and Canadian cities, view mortgage rate information, and access home financing through Zillow Home Loans. It covers residential property listings, apartments and houses for rent, and mortgage services nationwide.
Wellsfargo179 shared keywordsWells Fargo provides investment advisory services, wealth management, and retirement planning for individual investors and high-net-worth clients. The company offers digital investment platforms, market insights, and personalized financial guidance through its advisors and digital tools.
Companies competing with Oldsecond for the same Google search keywords, organic and paid, via search-intersection analysis.
Frequently asked questions
- What does Oldsecond do?
- Old Second National Bank provides wealth management services including investment management, financial planning, trust and estate administration, and retirement plan consulting for high-net-worth individuals, families, businesses, and institutional clients.
- Who are Oldsecond's investors?
- Oldsecond's investors include Patriot Financial Partners.
- How much funding has Oldsecond raised?
- Oldsecond has disclosed $60M raised across 1 round.
- Where is Oldsecond headquartered?
- Oldsecond is headquartered in Aurora, US.