Wealth Management Firms Peoria IL

Welcome to the Engine Builder Local Pages. Here you can find local information about Wealth Management Firms in Peoria, IL. We have compiled a list of businesses and services around Peoria, 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.

Gregory Johnston
Johnston Investment Counsel
(309) 674-3330
331 Fulton
Peoria, IL
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Planning Issues for Business Owners, Planning Concerns for Corporate Executives, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, AIF, CFA, CFP®, MBA

Mr. Craig J. Ruffolo, CFP®
(309) 676-6600
411 Hamilton Blvd
Peoria, IL
Firm
The Hanson Financial Group, Inc.
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Investment Planning, Retirement Planning, Wealth Management

Data Provided By:
Mr. Alan L. Lee, CFP®
(309) 673-7526
114 State St Ste 2E
Peoria, IL
Firm
Strategic Wealth Management, LLC

Data Provided By:
Mr. James A. Yocum, CFP®
(309) 693-1825
112 State St Ste 2C
Peoria, IL
Firm
Thrivent Financial
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Planning, Long-Term Care
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Business Executives

Data Provided By:
Mr. Dennis A. Fulkerson Sr., CFP®
(309) 231-7879
401 Main Street
Peoria, IL
Firm
RSM McGldarey, Inc
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Elder Care, Estate Planning, Investment Management, Retirement Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided By:
Mr. Martin M Roth, CFP®
(309) 497-1418
401 Main St Ste 1200
Peoria, IL
Firm
RSM McGladrey

Data Provided By:
Mr. Kevin J Sletten, CFP®
(309) 637-4647
411 Hamilton Blvd Ste 2003
Peoria, IL
Firm
Raymond James & Associates, Inc.

Data Provided By:
Carolyn K. Weaver, CFP®
(309) 671-2825
401 Main Street, Suite 1000
Peoria, IL
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Insurance Planning, Intergenerational Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000



Data Provided By:
Mr. Loren B. Gallup, CFP®
(309) 589-3157
401 N Main St, 10th floor
Peoria, IL
Firm
Morgan Stanley

Data Provided By:
Kimberly S Mitchell, CFP®
(309) 671-0822
230 S. W. Adams St., Suite 400
Peoria, IL
Firm
Merrill Lynch
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning
Key Considerations
Average Net Worth: $5,000,001 or more

Average Income: $250,001 - $500,000

Profession: Business Executives

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