Wealth Management Firms Champaign IL

Welcome to the Engine Builder Local Pages. Here you can find local information about Wealth Management Firms in Champaign, IL. We have compiled a list of businesses and services around Champaign, including Investment Banking that should help you with your search. Should you wish to find help online, the ads on this page have also been targeted to Investment Management in order to better help you find what you are looking for. We hope this page helps satisfy your local needs.

Karen Folk
Bluestem Financial Advisors, LLC
(217) 352-0000
201 W. Springfield Avenue
Champaign, IL
Expertises
Retirement Planning & Distribution Rules, Middle Income Client Needs, College/Education Planning, Cash Flow/Budgets/Credit Issues, Helping Clients Identify & Achieve Goals, Investment Advice without Ongoing Management
Certifications
NAPFA Registered Financial Advisor, CFP®, PhD

Mr. Jacob D. Kuebler, CFP®
(217) 352-0000
201 W Springfield Ave Ste 701
Champaign, IL
Firm
Bluestem Financial Advisors, LLC
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Insurance Planning, Investment Planning, Long-Term Care

Data Provided By:
Ms. Sharon C Allen, CFP®
(217) 398-1900
115 N Neil St Ste 305
Champaign, IL
Firm
Sterling Wealth Management

Data Provided By:
R Douglas Erhard, CFP®
(217) 363-2915
1807 South Neil Street
Champaign, IL
Firm
Northwestern Mutual

Data Provided By:
Mr. Lakhaun B. Mckinley, CFP®
(217) 903-5497
2001 N Mattis Ave Unit 8151
Champaign, IL
Firm
Berklin Cents, LLC
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Insurance Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000

Profession: Medical/Dental Professionals

Data Provided By:
LaKhaun McKinley
LM Tax & Financial
(217) 355-3652
824 Chickory Drive
Champaign, IL
Expertises
Middle Income Client Needs, Tax Planning, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, EA

Mr. Rex H. Kallembach, CFP®
(217) 355-8979
701 Devonshire Dr
Champaign, IL
Firm
Kallembach & Associates

Data Provided By:
Ms. Mary F. Mcgrath, CFP®
(217) 356-8363
PO Box 3669
Champaign, IL
Firm
Cozad Asset Management Inc
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $500,001 - $1,000,000

Profession: Medical/Dental Professionals

Data Provided By:
Ms. Jama R. Grotelueschen, CFP®
(217) 352-1570
115 W. Church
Champaign, IL
Firm
YG Capital Management

Data Provided By:
Mr. Achim Johannes Von Bodman, CFP®
(847) 420-0625
58 Greencroft Dr
Champaign, IL
Firm
First Mid Illinois Bank and Trust
Areas of Specialization
Asset Allocation, Banking, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits

Data Provided By:
Data Provided By:
Babcox Media • www.babcox.com
3550 Embassy Parkway
Akron, OH 44333
330-670-1234 • (FAX) 330-670-0874