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Andrew Mcdowell

Advisor at Cetera

Updated today

Location

Bethany, IL 61914

Credentials

Series 66

Industry experience

10 years

About

Andrew Mcdowell is a financial advisor with Cetera, holding a Series 66 designation and 10 years of industry experience. He has worked at multiple firms including Cetera Wealth Services, LLC and Central Illinois Group LLC dba LifeWise Wealth Advisors. Outside of advisory work, he is also an insurance agent involved in selling life, disability, and annuity products. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services supported by a variety of investment programs and custodial arrangements.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

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Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

59 Cardinal Drive

Bethany, IL 61914

Most active in

Illinois

Work history

Cetera

2023 - Present (3 years)

Central Illinois Group LLC dba LifeWise Wealth Advisors

2019 - Present (7 years)

Cetera Wealth Services, LLC

2019 - Present (7 years)

Investment Planners, Inc.

2019 - 2019 (1 year)

IPI Wealth Management, Inc.

2016 - 2019 (3 years)

Disclosures

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

Business activities & affiliations

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James M

Series 63, Series 66

Mt Zion, IL

Cetera

James Mcatee is a financial advisor with Cetera who holds the Series 63 and Series 66 designations and has 37 years of industry experience. His prior roles include positions at Summit Financial Group Inc and Summit Brokerage Services. Outside of advising, he is involved in a tax preparation and accounting business and serves as a notary public. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services supported by various advisor-managed and third-party solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
user avatar

John F

CFP®, ChFC®, Series 63, Series 65

Bethany, IL

Cetera

John Foley is a financial advisor at Cetera with 41 years of industry experience. He holds the CFP® and ChFC® designations and has worked at multiple firms including Cetera Wealth Services, IPI Wealth Management, and Investment Planners Inc. Foley is also co-owner of Central Illinois Group LLC dba LifeWise Wealth Advisors and serves as an insurance agent selling life, disability, annuities, and long-term care products. Additionally, he has served as a trustee for family trusts and held a township government trustee position. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, utilizing a combination of advisor-managed accounts, model portfolios, and third-party managed strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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John V

Series 63, Series 65

Bethany, IL

Cetera

John Vanderburgh is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has worked at Cetera and its affiliated networks since 2020 and has a background that includes owning and managing accounting, payroll, and tax preparation services through Vanderburgh Financial Services, LLC. Outside of finance, Vanderburgh serves as treasurer for the Okaw Valley CUSD #302 school district and is involved in agricultural production on his family farm, as well as managing a local restaurant, The Bethany Diner Inc. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a mix of advisor-managed accounts, firm-sponsored model portfolios, and third-party solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement

Michael B

CFP®, Series 66

Mt Zion, IL

Edward Jones

Michael Brewer is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. He holds the Series 66 designation and is based in Mt Zion, Illinois. Brewer has spent his career focused at Edward Jones, a firm known for its extensive network of advisors and branch offices. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets under management through a large nationwide advisor and branch footprint.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Jamie S

CFP®, Series 66

Sullivan, IL

Edward Jones

Jamie Shoot is a Certified Financial Planner™ (CFP®) with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General estate planning guidance Divorce financial planning Retired Founder/Business Owner Executive

Troy R

CFP®, Series 66

Sullivan, IL

Edward Jones

Troy Rogers is a CFP® and holds a Series 66 license with Edward Jones, where he has been an advisor since 2021. He has four years of industry experience, including prior roles at Whitney Roofing Inc and over two decades with CUSD#300. Outside of his advisory work, Troy serves as a volunteer fireman with the Sullivan Fire Department. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors, offering a range of advisory programs and affiliated investment products.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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