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TOP 30 Insurance advisory services in Illinois
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p. dean lampe, senior financial advisor
P. Dean Lampe, Senior Financial Advisor, located at 3450 Broadway Street in Mount Vernon, Illinois, United States, is dedicated to helping clients pursue their investment goals with sound financial strategies. With a focus on creating personal, tailored plans, lasting relationships are the foundation of their practice. Whether you are planning for retirement, managing your IRA, or making decisions about your employer-sponsored retirement plan assets, P. Dean Lampe can provide guidance and support. Their Advisory Services aim to save you time managing investments and offer financial guidance to help you navigate the markets. The LifeSync® experience helps sync your finances with your values and goals, creating a cohesive lifelong plan that evolves with you. For business owners, a variety of customized products and services are available, from employee benefit plans to insurance and succession planning. With a flexible and customizable planning approach, Wells Fargo Investment Institute’s 2024 outlook for the economy, equities, fixed income, real assets, and alternative investments is also available. Please note that by clicking on any external links, you will be leaving the Wells Fargo website, and it is recommended to review the third-party’s policies and terms and conditions before proceeding.
Greg Stellhorn - Thrivent
Greg Stellhorn - Thrivent is a finance institution located at 1204 Swanwick Street in Chester, Illinois, United States. As a lifelong resident of southern Illinois, Greg Stellhorn is dedicated to helping both large and small communities succeed. By understanding each client's unique situation and goals, he and his team are able to provide personalized financial guidance tailored to individual needs. Licensing information can be found through the State Insurance Department's website. Thrivent and its financial professionals focus on providing advice and guidance through a Financial Planning Framework, with the option to further engage in Dedicated Planning Services for a fee. Thrivent Financial for Lutherans offers insurance products, while securities and investment advisory services are provided through Thrivent Investment Management Inc., a registered investment adviser.
Lisa Vorce - Thrivent
Lisa Vorce - Thrivent is a finance institution located at 1400 North Wood Road, Murphysboro, Illinois, United States. Their office is conveniently located in O'Fallon, IL, just a short distance from St. Elizabeth's hospital. With over 14 years of experience serving the community, Lisa Vorce believes in the importance of clarity when it comes to financial planning. Specializing in retirement, tax efficiency, college planning, and charitable giving, Lisa builds strong relationships with her clients to provide tailored, unbiased advice. Licensed in multiple states including AZ, CO, FL, IL, KS, MI, MN, MO, SC, and TX, Lisa Vorce - Thrivent offers in-office and virtual appointments for clients looking to gain clarity on their financial goals. They provide advice and guidance through their Financial Planning Framework and offer Dedicated Planning Services for a fee.
Greg Stellhorn - Thrivent
Greg Stellhorn - Thrivent is a finance institution located at 1400 Wood Road in Murphysboro, Illinois, United States. As a lifelong resident of southern Illinois, Greg Stellhorn is dedicated to helping both large and small communities succeed. By taking the time to understand each client's unique situation and goals, Greg and his team are able to provide personalized financial guidance tailored to individual needs. Thrivent offers a range of services including financial planning, insurance products, and investment advisory services. Clients can choose to engage in Dedicated Planning Services for more comprehensive recommendations. Thrivent is the marketing name for Thrivent Financial for Lutherans, and all insurance products are issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Licensed financial advisors provide these services, ensuring that clients receive expert guidance. For more information on Thrivent and its services, visit their website or consult with a financial advisor.
Thrivent Financial-Lutherans
Thrivent Financial-Lutherans, located at 333 Commerce Drive in Crystal Lake, Illinois, is a finance institution dedicated to helping individuals create a financial plan they can be confident in. By matching clients with the right resources based on their top financial concerns, Thrivent aims to understand each client's unique situation and goals in order to provide tailored strategies and solutions. The institution offers a free virtual coaching service called Money Canvas™ to empower clients to build healthier money habits at their own pace. With a focus on understanding the individual needs of each client, Thrivent creates financial plans that prioritize what matters most to them, whether they are just starting out, building a foundation, or nearing retirement. The institution's financial advisors help clients navigate challenges and opportunities, staying focused on what matters most in moments of financial uncertainty.
Matt Drafall - Thrivent
Matt Drafall - Thrivent is a finance institution located at 11808 Strawberry Lane, Huntley, Illinois, United States. Licensed in CA, FL, IL, and WI, the institution offers insurance products, securities, and investment advisory services through its team of licensed financial advisors. Thrivent, also known as Thrivent Financial for Lutherans, provides financial planning services and dedicated planning services for clients seeking personalized recommendations for a fee. While Thrivent and its professionals do not provide legal, accounting, or tax advice, they offer guidance through their Financial Planning Framework. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and member of FINRA and SIPC. For more information on the institution's financial advisors and professional designations, visit Thrivent.com or FINRA's Broker Check.
John Drafall - Thrivent
John Drafall - Thrivent is a finance institution located at 11808 Strawberry Lane, Huntley, Illinois, United States. Licensing for the services provided by Thrivent can be obtained through your State Insurance Department's website. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to engage further with Thrivent through Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment services through Thrivent Investment Management Inc., a registered investment adviser. Financial advisors at Thrivent are credentialed to provide investment advisory services. For more information on professional designations and requirements, visit their website.
George Regas - Thrivent
George Regas - Thrivent is a finance institution located at 225 South Street, Marengo, Illinois, United States. Licensing for financial services is available through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Clients are encouraged to consult with their attorney or tax professional for such guidance. Thrivent offers advice and guidance through its Financial Planning Framework, which involves a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
Carolyn S. Swafford - Wealth Management
Carolyn S. Swafford - Wealth Management, located at 37 South River Street in Aurora, Illinois, is a finance institution specializing in personal trusts accounts, including Revocable and Irrevocable Trusts, Guardianships, Estates, and Special Needs Trusts. Vice President and Trust Officer Carolyn Swafford, with over 23 years of experience, also serves as the Land Trust and 1031 Exchange Administrator for Old Second National Bank. She is a Certified Trust and Financial Advisor (CFTA) with a B.S. in Human Resource Management from Northern Illinois University. The institution is committed to serving the financial needs of families and businesses in the community. Investment advisory and financial planning services are offered through River Street Advisors, LLC, a registered investment adviser and wholly owned subsidiary of Old Second National Bank. Clients should be aware of the potential risks involved in any investment strategy and that there are no guarantees of profit or exceeding benchmarks. The institution is not insured by the FDIC or any government agency and investments are subject to possible loss of principal.
Matt Hutchison - Thrivent
Matt Hutchison - Thrivent is a finance institution located at 4591 Illinois 71, Oswego, Illinois, United States. Licensing can be obtained through your State Insurance Department's website, as Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Clients can receive advice and guidance through the Financial Planning Framework, with the option to further engage with Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Appointed and licensed financial advisors provide insurance products, securities, and investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information on financial advisors and professional designations. Additional information on professional designations and requirements can be found at https://www.thrivent.com/designations.
Michele Morgan - Wealth Management
Michele Morgan - Wealth Management is a trusted finance institution located at 37 South River Street in Aurora, Illinois, United States. Vice President Trust Officer, Michele A. Morgan, brings over 25 years of trust experience to the institution, specializing in Estate and Trust administration, Guardianships, OBRAs, and Third Party Funded Special Needs Trusts. With the Certified Trust and Financial Advisor (CTFA) designation, Michele ensures that clients' financial matters are handled expertly and efficiently. Old Second National Bank Aurora, a community bank, is dedicated to serving the needs of families and businesses in the local communities. Investment advisory and financial planning services are offered through River Street Advisors, LLC, a registered investment adviser. Investors should be aware that all investment strategies involve varying degrees of risk, and there is no guarantee of profit. Not insured by the FDIC or any government agency, investments are subject to potential loss of principal. Contact Michele Morgan - Wealth Management for expert financial guidance and personalized wealth management services.
Danny Rand - Thrivent
Danny Rand - Thrivent is a finance institution located at 4591 Illinois 71, Oswego, Illinois, United States. Licensing is available through your State Insurance Department's website, as indicated by the National Association of Insurance Commissioners. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional for further guidance. Thrivent provides financial advice and guidance through its Financial Planning Framework, which involves reviewing and analyzing a client's financial situation. Clients can choose to enhance their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
Richard A. Gartelmann Jr - Wealth Management
Richard A. Gartelmann Jr - Wealth Management, located at 37 South River Street in Aurora, Illinois, is a finance institution managed by Senior Vice President Richard A. Gartelmann Jr. With over 20 years of trust and investment experience, Rich co-manages the Equity Common Trust Fund and the Fixed Income Common Trust Fund, as well as major institutional and individual accounts. He is a Certified Financial Planner (CFP®) with a B.A. from Governor’s State University and an MBA from St. Xavier University. Old Second National Bank Aurora is committed to meeting the financial needs of families and businesses in the community. Investment advisory and financial planning services may be offered through River Street Advisors, LLC, a subsidiary of Old Second National Bank. River Street Advisors, LLC is a registered investment adviser, offering services in states where properly registered. All investment strategies carry risk, and there is no guarantee of profit. Investments are not insured by the FDIC or any government agency, not deposits or obligations of the bank, and subject to potential loss.
Mike Cava, CFA CFP® - Wealth Management
Mike Cava, CFA CFP® - Wealth Management is a finance institution located at 37 South River Street, Aurora, Illinois, United States. Mike is a Vice President and Senior Portfolio Manager with Old Second Bank’s Wealth Management Group, bringing over 30 years of investment experience to the table. He co-manages the Fixed Income Common Trust Fund and handles major institutional and individual accounts. Mike holds a B.A. in Economics from Marquette University and a M.A. in Economics from DePaul University. He is also a Chartered Financial Analyst and a CERTIFIED FINANCIAL PLANNER™ professional. Old Second National Bank is committed to meeting the financial needs of families and businesses in the communities they serve. Investment advisory and financial planning services are offered through River Street Advisors, LLC, a subsidiary of Old Second National Bank. River Street Advisors, LLC is a registered investment adviser and operates in states where it is properly registered. All investment strategies carry risks, and there is no guarantee of profit. Investments are not FDIC insured, not deposits or obligations of the bank, and may result in loss of principal.
Peregrine Financial Group
Peregrine Financial Group is a finance institution located at 2378 Legacy Drive in Aurora, Illinois, United States. Specializing in financial services, Peregrine Financial Group offers a wide range of investment options and financial planning solutions for individuals and businesses alike. With a team of experienced professionals, Peregrine Financial Group is dedicated to helping clients achieve their financial goals and secure their financial future.
Steve Meves - Wealth Management
Steve Meves - Wealth Management is a finance institution located at 37 South River Street in Aurora, Illinois, United States. Led by Chief Investment Officer Steve Meves, who has over 16 years of experience managing investments for trust clients, high-net-worth individuals, and institutional relationships. The Investment Team is responsible for investment strategy, market research, security analysis, and portfolio management. Steve also manages client portfolios and co-manages the Equity and Fixed Income Common Trust funds. With a background in Finance, Investments & Banking, Economics, and an MBA from the University of Chicago Booth School of Business, Steve is a Chartered Financial Analyst® and a member of the CFA Society of Chicago and the CFA Society of Milwaukee. Old Second National Bank Aurora is committed to serving the needs of families and businesses in the community. Investment advisory and financial planning services are offered through River Street Advisors, LLC, a registered investment adviser. Investors should be aware that all investment strategies carry risk and there is no guarantee of profit. Not insured by the FDIC or any government agency, investments are subject to risks, including possible loss of principal.
Brad Johnson - Wealth Management
Brad Johnson - Wealth Management is a finance institution located at 37 South River Street in Aurora, Illinois, United States. Brad Johnson, Vice President and Investment Officer at Old Second Bank’s Wealth Management Group, offers investment advisory and financial planning services through River Street Advisors, LLC. Brad holds a Bachelor of Science in Finance and a Master of Science in Finance from the University of Illinois Urbana-Champaign, as well as the designations of Chartered Financial Analyst and Certified Financial Planner. With expertise in managing individual and institutional accounts, Brad co-manages the Equity Common Trust Fund and major institutional accounts. Old Second National Bank Aurora is committed to meeting the financial needs of families and businesses in the local communities. Please note that all investment strategies come with risks, and there is no guarantee of profits. River Street Advisors, LLC is a registered investment adviser and operates in compliance with state regulations. Investments are not insured by the FDIC or any government agency and may result in the loss of the principal amount invested.
Jacquelyn Volkert - Wealth Management
Jacquelyn Volkert - Wealth Management is located at 37 South River Street in Aurora, Illinois, United States. This finance institution is led by Senior Vice President Jacquelyn "Jackie" Volkert, who brings over 30 years of trust experience to Old Second Bank. Jackie serves as a Relationship Manager and Senior Trust Officer, overseeing personal and business relationships, as well as managing the Irrevocable Insurance Trust and other trust operations. She holds certifications from the University of Wisconsin and Northwestern University. Old Second National Bank Aurora is committed to meeting the financial needs of families and businesses in the community. Investment advisory and financial planning services are offered through River Street Advisors, LLC, a subsidiary of the bank. River Street Advisors, LLC is a registered investment adviser and operates in compliance with state regulations.
Paul Obermayer - Thrivent
Paul Obermayer - Thrivent is a finance institution located at 8411 Pyott Road, Lake in the Hills, Illinois, United States. They are licensed in multiple states including AZ, CO, FL, IL, MA, MI, MO, NC, OR, SC, TN, TX, VA, and WI. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option to engage in Dedicated Planning Services for written recommendations for a fee. They do not provide legal, accounting, or tax advice, so clients are encouraged to consult their attorney or tax professional. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Visit their website for more information and disclosures on their services.
Amy Green - Thrivent
Amy Green - Thrivent is a finance institution located at 735 McArdle Drive in Crystal Lake, Illinois, United States. The institution offers financial guidance focused on your goals and values, with licenses in multiple states including AZ, FL, IL, IN, MI, NM, TX, and WI. As a Financial Consultant, Amy Green aims to establish an ongoing financial relationship to help clients reach their financial goals. Specializing in areas of security, the office is centrally located to serve the Northwest Suburbs, Crystal Lake, Algonquin, and Elgin. Thrivent does not provide legal, accounting, or tax advice, but offers advice and guidance through its Financial Planning Framework. Further planning engagement is available through Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Visit the website for more information on professional designations and licensing.
"Ed" Edward Gorenz - Wealth Management
"Ed" Edward Gorenz - Wealth Management is a finance institution located at 37 South River Street in Aurora, Illinois, United States. Edward "Ed" J. Gorenz, a Vice President and Trust Officer at Old Second Bank’s Wealth Management Group, has over 27 years of trust and investment experience. He manages personal trust and estate administration relationships and is a member of various Wealth Management committees. Ed holds a Bachelor of Science degree from the University of Illinois and a Master of Science in Finance degree from Northern Illinois University. Additionally, he has attended Northwestern University’s National Trust School and Southern Illinois University’s Illinois Banking School. Old Second National Bank Aurora is a community bank committed to serving the needs of families and businesses in the local communities. Investment advisory and financial planning services may be offered through River Street Advisors, LLC, a subsidiary of Old Second National Bank. River Street Advisors, LLC is a registered investment adviser and operates in states where it is properly registered. Investment strategies involve risks, and there is no guarantee of profitability. Investments are not insured by the FDIC or any government agency, not deposits or obligations of the depository financial institution, and are subject to potential loss of principal.
Kim Hillebrand - Thrivent
Kim Hillebrand - Thrivent is a finance institution located at 735 McArdle Drive in Crystal Lake, Illinois, United States. With licenses in multiple states including FL, IL, IN, MN, NM, PA, TX, and WI, Kim Hillebrand is dedicated to providing financial guidance to help clients reach their goals. As a Financial Representative, Kim specializes in helping individuals and families achieve security in all areas of their lives. In addition to financial guidance, Kim works to inspire generosity in the community through programs like Thrivent Action teams and Choice Dollars. Clients can schedule an appointment or visit the office in Crystal Lake to learn more about the services offered. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, but offer advice and guidance through their Financial Planning Framework. Insurance products are issued by Thrivent and securities and investment advisory services are offered through Thrivent Investment Management Inc. Visit the website for more information on privacy and security disclosures. Only licensed financial advisors are credentialed to provide investment advisory services, and professional designations can be found on the Thrivent website.
Jude Wilbers - Thrivent
Jude Wilbers - Thrivent is a finance institution located at 1797 West State Street in Geneva, Illinois, United States. Our mission is to assist Christians and their advisors on their wise money journey. We are licensed in multiple states, including AK, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY. Our financial professionals offer advice and guidance through our Financial Planning Framework, with the option to further engage in Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, and we offer insurance products, securities, and investment advisory services through Thrivent Investment Management Inc. Visit our website for more information and to connect with our licensed financial advisors.
Assured Concepts Group Ltd
Assured Concepts Group Ltd. is a finance institution located at 1141 East Main Street, East Dundee, Illinois, United States. We specialize in creating personalized strategies to help our clients achieve their unique financial goals. With a focus on putting our clients' needs first and building long-lasting relationships, we strive to provide a worry-free retirement and secure future. Our team is committed to excellence in everything we do, offering impeccable client service and utilizing a variety of investment products and strategies to protect our clients' assets and reduce taxes. As a trusted wealth advisor, you can feel confident choosing Assured Concepts Group for your financial needs. Please note that the information provided is for general education and should not be considered as tax or legal advice. Securities and variable insurance products are offered through Purshe Kaplan Sterling Investments, while advisory services are provided through Assured Advisory Group, LLC. Investing involves risk, so it's important to carefully consider your options and consult with a financial professional. Visit our website or contact us for more information.
Kendall Heetland - Thrivent
Kendall Heetland - Thrivent is a finance institution located at 1797 West State Street in Geneva, Illinois, United States. Licensing information can be found through the State Insurance Department's website. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option to engage in Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products, securities, and investment advisory services. Only credentialed financial advisors are authorized to provide investment advisory services. Visit Thrivent.com for more information on their services and professional designations.
Bradley Kuehn - Thrivent
Bradley Kuehn - Thrivent is a finance institution located at 1797 West State Street, Geneva, Illinois, United States. If you feel like your finances are in disarray and lacking security, we are here to help. We take the time to understand your Wants, Needs, and Wishes to provide strategic solutions that offer clarity about your current financial situation and confidence about your future. At Thrivent, we believe that money is a tool, not a goal. Let us be a resource to help you utilize the tools you have to create a plan for the future. Licensing information is available through your State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website.
Janice Mowen - Thrivent
Janice Mowen - Thrivent is a finance institution located at 611 East State Street in Geneva, Illinois. Specializing in retirement income planning, investment management, and protecting loved ones against the impact of extended care, death, and disability, Janice Mowen aims to establish ongoing financial relationships with clients to help them reach their financial goals. With offices also located in Naperville and Downers Grove, Janice Mowen is able to provide services to individuals in surrounding areas. Licensed in multiple states, including AZ, FL, IL, IN, MI, MN, PA, TN, TX, and WI, Janice Mowen is dedicated to providing advice and guidance through their Financial Planning Framework. Clients may choose to further their planning engagement with Thrivent through its Dedicated Planning Services for a fee. Thrivent Financial for Lutherans offers insurance products, securities, and investment advisory services through Thrivent Investment Management Inc., a registered investment adviser and member of FINRA and SIPC. For more information about their financial advisors and services, visit Thrivent.com or FINRA’s Broker Check.
Thrivent Financial
Thrivent Financial, located at 1800 Nations Drive in Gurnee, Illinois, is a finance institution that believes everyone deserves a financial plan they can be confident about. They offer a range of resources and services to help individuals achieve their financial goals, starting with the right financial advisor matched to their unique needs. Money Canvas™ is a free virtual coaching service that empowers clients to build healthier money habits at their own pace. Thrivent seeks to understand each client's unique situation and goals to create a personalized financial plan that prioritizes what matters most to them. Whether just starting out, building a foundation, or nearing retirement, Thrivent's financial advisors help clients navigate life's challenges and opportunities. They also offer generosity programs and charitable planning options to give back to the community. With $162 billion in assets under management/advisement, Thrivent is a Fortune 500 organization providing advice, investments, insurance, banking, and generosity programs. Their mission is driven by a higher purpose to help people make the most of all they've been given, achieve clarity, and live a more meaningful and generous life. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products, securities, and investment advisory services through licensed financial advisors. Visit Thrivent.com for more information about their services and professionals.
John Messerschmidt - Thrivent
John Messerschmidt - Thrivent is a finance institution located at 603 East Lake Shore Drive in Barrington, Illinois, United States. They are licensed in multiple states including Arizona, Colorado, Florida, and more. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, but offer advice and guidance through their Financial Planning Framework. Clients can further their planning engagement with Thrivent through Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, and offers insurance products, securities, and investment advisory services. These services are provided by appropriately appointed and licensed financial advisors. For more information on professional designations and requirements, visit their website.
Invest Financial Corporation
Invest Financial Corporation, located at 139 Rieser Circle in Naperville, Illinois, is a finance institution that offers securities, advisory services, and insurance products. As a Registered Representative of Investment Planners Inc. (I.P.I.), a member of FINRA and SIPC, they provide secure and professional financial services. It is important to note that the information on their website may have legal, accounting, and tax implications, and it is recommended to consult with a professional in those areas. The institution is not affiliated with other entities mentioned and operates within the regulations of each state they conduct business in. Potential investors should verify the background of the investment professional before making any decisions.
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