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Andrew Thomas Maynerich

Advisor at Maynerich Financial — Virden, IL

Updated today

Credentials

CFP®, Series 66

Experience

14 years

Location

Virden, IL 62690-1439

Maynerich Financial logo

Maynerich Financial

Supported

Total advisors

2

Clients per advisor

239 Very High

Avg AUM per client

$256,323 Very Low

HNW client ratio

4% Very Low

About

Andrew Maynerich is a CFP® with 14 years of industry experience, currently serving as an advisor at Maynerich Financial. His prior experience includes roles at ICA Group Wealth Management, LPL Financial, and Investment Centers of America. Outside of his financial advisory work, he is involved in dance instruction and choreography, teaching tap dance classes and providing dance instruction for local theater and high schools. Maynerich Financial manages approximately $122.5 million for around 478 clients, offering portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm uses a combination of fundamental, technical, cyclical, and economic analysis to create tailored asset-allocation strategies and employs both long- and short-term approaches supplemented by adviser judgment.

Client services

Based on Maynerich Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Trust, estates

Expertise

Based on Maynerich Financial

Retirement income strategy Social Security optimization General tax planning Wealth management

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Fee options

Percentage

$0 - $250k: 1.10% annually $250k - $500k: 1.00% annually $500k - $1 million: 0.95% annually $1 million+: 0.90% annually

Project-based

Negotiable hourly rate of $250/hour.

Location

Virden, IL

405 N. Springfield Street

Virden IL 62690

Advisors at this office

2

Most active in

Illinois · Texas

Work history

14 years of industry experience

ICA Group Wealth Management, LLC

2021 - 2024 • 3 years

Virden, IL

LPL Financial

2017 - 2022 • 5 years

Virden, IL

Investment Centers of America, Inc.

2011 - 2017 • 6 years

Virden, IL

Springfield Dance

2010 - Present • 16 years

Springfield, IL

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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Bradley B

CFP®, Series 63, Series 65

Chatham, IL

Bobb Financial Incorporated

Bradley Bobb is a CFP® professional with 24 years of experience in financial advising. He is the principal of Bobb Financial Incorporated in Chatham, IL, and has previously worked with firms including United Planners Financial Services and Rda Financial Network. Outside of his advisory work, he engages in educational seminars and paid speaking engagements. Bobb Financial Incorporated is an independent, state-registered advisory firm managing approximately $86.1 million in discretionary assets for individuals, high-net-worth clients, and businesses. The firm primarily uses passive, asset-class-based portfolios with index mutual funds and ETFs, combined with fundamental and technical analysis, and offers modular financial planning services with options to integrate third-party managers.

Business sale tax planning Founder/Business Owner
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Ethan T

Series 65

Virden, IL

Maynerich Financial

Ethan Thomas is a financial advisor at Maynerich Financial with two years of industry experience. He holds a Series 65 designation and has worked primarily with Maynerich Financial since 2021, with earlier roles in retail and education. In addition to his advisory work, Ethan owns EFNF LLC, an online consulting business serving e-commerce and Amazon sales clients. Maynerich Financial manages approximately $122.5 million for nearly 480 clients, offering portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm uses a combination of fundamental, technical, cyclical, and economic analysis to create tailored asset-allocation strategies, operating mainly under discretionary authority.

Retirement income strategy Social Security optimization General tax planning Wealth management
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Chris H

Series 63, Series 65

Carlinville, IL

IPI Wealth Management, Inc.

Chris Hammann is a financial advisor with IPI Wealth Management, Inc. in Carlinville, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Investment Planners, Inc. since 1997. Outside of advising, Hammann is involved as a musician with Miles Station Music and owns a farm. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans, offering portfolio management, financial planning, and access to third-party manager programs. The firm employs an open-architecture investment platform with risk-based model suites and utilizes an outsourced-agent operational model for trade execution and reporting.

ESG / Sustainable investing Retirement income strategy
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Anna S

Series 66

Chatham, IL

Kestra Advisory

Anna Sohm is a financial advisor with Kestra Advisory who holds a Series 66 designation and has 26 years of industry experience. She has been with Kestra Advisory and its affiliated firm Kestra Investment Services since 2016. Outside of her advisory work, Sohm is the head coach for a middle school running team and serves as President Elect of the Springfield Muni Opera board. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and investment advice, managing approximately $79.8 billion in assets and serving a broad range of investors including sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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David C

Series 63, Series 65

Chatham, IL

Kestra Advisory

David Coonrod is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 29 years of industry experience. His career includes roles at LPL Financial, LLC, Kestra Advisory, Kestra Investment Services, LLC, and Cetera Wealth Services, LLC. Outside of advisory services, he is president of Coonrod & Associates, P.C., a tax and accounting firm, and serves as a trustee for Chatham Baptist Church. He is also a musician and owner of Apollo Holdings, LLC, a real estate investment entity. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers a wide range of services such as plan design, fiduciary consulting, and advisor-managed accounts, supporting investments through due diligence and multiple management platforms.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Dax C

Series 66

Chatham, IL

Ameriprise

Dax Campbell is a financial advisor with Ameriprise in Chatham, IL, holding a Series 66 designation and 28 years of industry experience. He has worked with Ameriprise and its affiliate since 2005. Outside of advising, Campbell has involvement in commercial real estate ownership and property management through several individual and co-owned entities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through a centralized service that provides written recommendations and annual advice focused on income stability and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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