user avatar

Allison Marie Kantner

Advisor at Charles Schwab — Aviston, IL

Updated today

Credentials

Series 66

Experience

10 years

Location

Aviston, IL

Charles Schwab logo

Charles Schwab

Institution

Total advisors

6,774

Across 756 offices

Clients per advisor

141 Very High

Avg AUM per client

$0 Very Low

HNW client ratio

0% Very Low

About

Allison Kantner is a financial advisor at Charles Schwab with 10 years of industry experience. She holds the Series 66 designation and has worked previously at Wells Fargo Clearing Services LLC and Stifel Nicolaus. Kantner is based in Aviston, Illinois. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Client services

Based on Charles Schwab

Financial planning Selection of other advisers
Wrap fee program sponsor and financial planning advisor referral program

Expertise

Based on Charles Schwab

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$0 - $1,000,000: 0.80% annually More than $1,000,000 - $2,000,000: 0.75% annually More than $2,000,000 - $5,000,000: 0.70% annually More than $5,000,000 - $10,000,000: 0.50% annually More than $10,000,000 - $25,000,000: 0.30% annually More than $25,000,000+: 0.30% annually or less, as negotiated

Other

Account minimum: $500,000 Minimum fee: Quarterly minimum fee equal to the lesser of $1,000 or the quarterly fee from applying a 1.60% annual percentage rate to total billable assets. Fee-only: Yes - The Schwab Wealth Advisory program charges a wrap fee including advisory, brokerage, custody, and administrative fees; no separate commissions are charged on trades within the program.

Location

See office

Aviston, IL

Aviston IL

Advisors at this office

1

Most active in

Illinois · Texas

Work history

10 years of industry experience

Charles Schwab Bank, SSB

2023 - Present • 3 years

Aviston, IL

Charles Schwab

2023 - Present • 3 years

Aviston, IL

Wells Fargo Clearing Services LLC

2018 - 2023 • 5 years

St Louis, MO

Stifel Nicolaus

2015 - 2018 • 3 years

St.Louis, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Grant F

Series 65

Highland, IL

Powers Advisory Group, LLC

Grant Fridley is a Series 65-licensed advisor at Powers Advisory Group, LLC with one year of industry experience. Prior to joining Powers Advisory Group, he spent three years at McKendree University and seven years at Wesclin CUSD3. Powers Advisory Group advises individuals, including high-net-worth clients, as well as corporations and employee benefit plans. The firm employs an ETF-based, asset-allocation investment approach focusing on quality securities and income growth, combining fundamental and technical analysis alongside financial planning and pension consulting.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
user avatar

Nicholas R

Series 65

Highland, IL

Powers Advisory Group, LLC

Nicholas Rutz is a Series 65-licensed advisor at Powers Advisory Group, LLC with two years of industry experience. He has been involved with Powers Advisory Group since 2023 and has additional business experience as the owner of a child care company and a real estate investment company. Prior to Powers Advisory Group, he was associated with Siblings & Company LLC and operated Rutz Group II DBA Popeye's Chop House. Powers Advisory Group serves individuals, including high-net-worth clients, as well as corporations and employee benefit plans by offering discretionary investment management, financial planning, and pension consulting. The firm’s investment approach focuses on ETF-based, asset-allocation portfolios emphasizing quality securities, current income, and dividend reinvestment.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
user avatar

Matthew P

Series 63, Series 65

Highland, IL

Powers Advisory Group, LLC

Matthew Powers is a financial advisor with Powers Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has led Powers Advisory Group since 2014. Powers Advisory Group serves individuals, including high-net-worth clients, along with corporations and employee benefit plans. The firm focuses on ETF-based, asset-allocation portfolios emphasizing quality securities and income growth, and combines pension consulting, participant account management, and financial planning through a four-advisor team managing approximately $329.5 million in discretionary assets.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
user avatar

Richard R

Series 66, Series 65

Highland, IL

Powers Advisory Group, LLC

Richard Ringwald is a financial advisor at Powers Advisory Group, LLC with nine years of industry experience. He holds Series 65 and Series 66 designations and previously worked at Commerce Bank and Stifel Nicolaus. Powers Advisory Group serves individuals, high-net-worth clients, corporations, and employee benefit plans by providing discretionary investment management, financial planning, and pension consulting. The firm uses an ETF-based, asset-allocation approach focusing on quality securities, current income, and dividend reinvestment, combining fundamental and technical analysis with periodic rebalancing.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
user avatar

Robert F

Series 63, Series 65

Lebanon, IL

Markowski Investments

Robert Freshour is a financial advisor at Markowski Investments with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wealth Quest Planning and Wedgewood Partners, Inc. He has been with Freshour Financial since 2021. Markowski Investments provides personal financial planning and discretionary portfolio management to individuals, families, high-net-worth clients, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm employs a multi-asset strategic allocation approach that combines technical, fundamental, and chart analysis with cyclical and tactical adjustments, focusing on buy-and-hold strategies complemented by periodic portfolio reviews.

Active portfolio management Options & derivatives strategies Founder/Business Owner
user avatar

Ian T

Series 66

Breese, IL

Midwestern Securities Trading Company, LLC

Ian Timimmermann is a financial advisor with Midwestern Securities Trading Company, LLC, holding a Series 66 designation and one year of industry experience. His prior work includes positions at Bradford National Bank and Knights of Columbus. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, charitable organizations, and community financial institutions. The firm offers financial planning, portfolio management, and fiduciary services, utilizing a combination of discretionary model portfolios and advisory recommendations supported by fundamental and technical research.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Passive / index investing
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")