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Showing 22 advisor(s) and rep(s)

Chet Bandy

CFP®, CLU®, ChFC®, CASL®

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Expertise: Business Succession Planning, Financial Planning, Estate Planning, Retirement Planning, Disability Income Planning, Life Insurance Planning, Investment Strategies, Long Term Care Planning, Education Funding, Employee and Executive Benefits Planning

Languages: English

Location: Bloomington IL, 61701

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Allan Bates

CFP®, ChFC®, CLU®, CASL®, RICP®

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Expertise: Estate Planning, Retirement Planning

Languages: English

Location: Bloomington IL, 61701

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Bradley Behrens

CFP®, QPFC, NQPC™

My mission is to help my friends, family, and community reach financial security. In my experience, people who have reached financial security are happier, less stressed, they have more freedom, more fulfilling lives, and better relationships with those around them. My goal is to help you determine what financial security means to you and put together an action plan to help you reach your goals.Visit my website

Expertise: Private Client Services, Financial Planning, Wealth Management, Investment Strategies, Education Funding, Trust Services, Life Insurance Planning, Long Term Care Planning, Retirement Planning, Disability Income Planning

Languages: English

Location: Bloomington IL, 61701

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James Brown

CFP®, RICP®, CASL®, CLU®, ChFC®

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Expertise: Financial Planning, Retirement Planning, Life Insurance Planning, Long Term Care Planning, Disability Income Planning, Employee and Executive Benefits Planning

Languages: English

Location: Bloomington IL, 61701

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Eric DiekhoffVisit my website

Expertise: Business Risk Management, Education Funding, Financial Planning, Life Insurance Planning, Retirement Planning, Estate Planning, Disability Income Planning

Languages: English

Location: Peoria IL, 61602

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John Dill

CFP®, CPWA®, ChFC®, CAP®, RICP®

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Expertise: Wealth Management, Financial Planning, Retirement Planning, Trust Services, Fee-Based Financial Planning, Estate Planning, Employee and Executive Benefits Planning, Investment Strategies, Long Term Care Planning, Special Needs Planning

Languages: English

Location: Peoria IL, 61602

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Kurt DornerVisit my website

Expertise: Retirement Planning

Languages: English

Location: Bloomington IL, 61701

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Cameron LitwillerI specialize in working with driven, successful healthcare professionals looking for financial education, a comprehensive plan and a long-term relationship. My team and I focus on tax strategies and wealth preservation to help people achieve financial freedom and flexibility.Visit my website

Expertise: Life Insurance Planning, Financial Planning, Long Term Care Planning, Disability Income Planning, Investment Strategies, Retirement Planning, Wealth Management

Languages: English

Location: Peoria IL, 61602

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Christian MooreChristian Moore grew up in Philo and attended Unity High School. He graduated from Auburn University with a B.S. in Business Administration. He now lives in Urbana with his wife, Natalie, and their black lab, Morty. Christian develops individual plans for clients in all stages of life. He specializes in helping union members and their families accomplish their goals and plan for their dreams.Visit my website

Expertise: Financial Planning, Life Insurance Planning, Disability Income Planning, Long Term Care Planning, Investment Strategies, Retirement Planning

Languages: English

Location: Champaign IL, 61820

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Brin NussbaumVisit my website

Expertise: Life Insurance Planning, Long Term Care Planning, Disability Income Planning, Business Risk Management, Financial Planning

Languages: English

Location: Bloomington IL, 61701

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