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Anna Marie Mc Cormick

Advisor at Money Concepts Capital Corp — Springfield, IL

Updated today

Credentials

Series 66

Experience

5 years

Location

Springfield, IL 62704

Money Concepts Capital Corp logo

Money Concepts Capital Corp

Enterprise

Total advisors

396

Across 237 offices

Clients per advisor

42 Low

Avg AUM per client

$237,847 Low

HNW client ratio

3% Low

About

Anna Mc Cormick is a Series 66-licensed financial advisor with Money Concepts Capital Corp, based in Springfield, IL, with five years of industry experience. Prior to her advisory role, she has worked as an emergency physician at Blessing Hospital and with MidAmerica Emergency Physicians, roles she continues to hold. She also owns McCormick Medical Services, LLC, a medical services business. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in client assets, employing model-driven and asset-allocation strategies with both discretionary and non-discretionary programs, supported by multiple third-party managers and platforms.

Client services

Based on Money Concepts Capital Corp

Financial planning Portfolio management General consulting services

Expertise

Based on Money Concepts Capital Corp

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy

Occupation focus

Based on Money Concepts Capital Corp

Retired Founder/Business Owner Executive

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Fee options

Percentage

$10,000 - $999,999: 0.8125% annually (0.203125% quarterly) GPS Program typical fee is 2.5% annually but varies; GPS - Retirement Plan Network 1.3% annually $1,000,000 - $2,999,999: 0.625% annually (0.15625% quarterly) typical GPS Program fee; GPS - Retirement Plan Network 1.3% annually $3,000,000 - $4,999,999: 0.5625% annually (0.140625% quarterly) GPS Program typical fee; GPS - Retirement Plan Network 1.3% annually $5,000,000 - $9,999,999: 0.475% annually (0.11875% quarterly) GPS Program typical fee; GPS - Retirement Plan Network 1.3% annually $10,000,000+: 0.375% annually (0.09375% quarterly) GPS Program typical fee; GPS - Retirement Plan Network 1.3% annually $10,000 - $49,999: 1.8% annually (0.45% quarterly) Managed Allocation Program $50,000 - $99,999: 1.6% annually (0.4% quarterly) Managed Allocation Program $100,000 - $499,999: 1.5% annually (0.375% quarterly) Managed Allocation Program $500,000 - $999,999: 1.25% annually (0.3125% quarterly) Managed Allocation Program $1,000,000+: 1.0% annually (0.25% quarterly) Managed Allocation Program $10,000 - $999,999: 1.3% annually (0.325% quarterly) MAP Advisor Assisted Program and World Class Pension Program $1,000,000 - $2,999,999: 1.0% annually (0.25% quarterly) MAP Advisor Assisted Program and World Class Pension Program $3,000,000 - $4,999,999: 0.9% annually (0.225% quarterly) MAP Advisor Assisted Program and World Class Pension Program $5,000,000 - $9,999,999: 0.75% annually (0.1875% quarterly) MAP Advisor Assisted Program and World Class Pension Program $10,000,000+: 0.6% annually (0.15% quarterly) MAP Advisor Assisted Program and World Class Pension Program

Commissions

Commission-based compensation from sale of securities and insurance products as registered broker-dealer and insurance agency

Project-based

Consulting fees negotiated client-by-client; not to exceed $450/hour

Other

Account minimum: $10,000 Minimum fee: Minimum quarterly fee of $62.50 for GPS Program; minimum quarterly financial planning fee ranging from $250 to $1,000 depending on program Fee-only: Financial planning fees negotiated client-by-client; minimum quarterly fee $250-$1,000

Location

See office

Springfield, IL

1515 South Mac Arthur Blvd.

Springfield IL 62704

Advisors at this office

4

Most active in

Illinois

Work history

5 years of industry experience

Emergency Physician Blessing Hospital

2026 - Present • 1 year

Quincy, IL

Money Concepts Capital Corp

2021 - Present • 5 years

Palm Beach Gardens, FL

LPL Financial

2020 - 2021 • 1 year

Springfield, IL

Schumacher Clinical partners

2016 - 2020 • 4 years

Lafeyatte, LA

MidAmerica Emergency Physicians

2009 - Present • 17 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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Michael S

Series 65

Springfield, IL

Michael J.. Schussele, CPA

Michael Schussele is the sole advisor at Michael J. Schussele, CPA, an independent firm based in Springfield, IL. He holds a Series 65 designation and has 18 years of industry experience. His career includes longstanding operation of his own firm since 1997. The firm provides investment advice primarily to individual investors, as well as trusts, partnerships, corporations, not-for-profits, and retirement plans. It emphasizes personalized investment recommendations based on fundamental and technical analysis, supported by independent research and risk assessment tools, delivering services in person or through a virtual practice.

Retirement income strategy General estate planning guidance Wealth management Retirement plans for business owners (SEP, solo 401k)
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Joseph O

CFP®

Springfield, IL

Lighthouse Financial & Consulting Services, LLC

Joseph Oettel is a CFP® professional with 17 years of experience in financial advising. He has been with Lighthouse Financial & Consulting Services, LLC since 1999 and serves as the firm's sole advisor. Outside of his advisory role, he is a managing member of Integrity Properties, LLC. Lighthouse Financial & Consulting Services, LLC is an independent registered investment adviser managing approximately $15.6 million in discretionary assets. The firm serves individuals, high-net-worth clients, and trusts, providing portfolio management and fee-based financial planning services with a focus on Medicaid planning and insurance advice. Its investment approach incorporates various analytic methods and primarily utilizes exchange-traded funds and U.S. Treasury securities.

Annuities Active portfolio management Options & derivatives strategies
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Bradley B

CFP®, Series 63, Series 65

Chatham, IL

Bobb Financial Incorporated

Bradley Bobb is a CFP® with 24 years of industry experience and is the sole advisor at Bobb Financial Incorporated, an independent advisory firm based in Chatham, IL. His work history includes roles at United Planners Financial Services and Federal Consulting. The firm offers discretionary investment management and modular financial planning services, managing approximately $86.1 million in assets for individuals, high-net-worth clients, and businesses. Bobb Financial primarily uses passive, asset-class-based portfolios with index mutual funds and ETFs, supplemented by fundamental and technical analysis, and is noted for providing educational seminars and paid speaking engagements.

Business sale tax planning Founder/Business Owner
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Walter L

Series 65

Springfield, IL

Salt Creek Hills Money, Ltd.

Walter Lynn is a Series 65-licensed financial advisor with 14 years of industry experience. He has been principal at Salt Creek Hills Money, Ltd. since 2014 and also has experience at Skinner, Copper & Ehmen Wealth Management, LLC and Salt Creek Consulting, Ltd. Outside of his advisory work, Lynn serves as trustee of the Walter Lynn, Sr. Trust, manages Lynn Farms, LLC, and is president of Rustic Acres, Inc. Salt Creek Hills Money, Ltd. provides investment advisory services primarily to individuals and pension and profit-sharing plans. The firm follows a non-discretionary, modern portfolio theory-based approach, focusing on mutual funds and collaborating with third-party money managers to implement client strategies.

Passive / index investing Wealth management
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David G

Series 63, Series 66

Springfield, IL

Advanced Trader Investment Advisors, LLC.

David Gundy is a financial advisor with Advanced Trader Investment Advisors, LLC in Springfield, IL, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with ATIA Wealth Management Group since 2013. Advanced Trader Investment Advisors, LLC provides portfolio management, asset-allocation consulting, and financial planning to individuals, ultra-high-net-worth clients, corporate executives, and retirement plan sponsors. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to manage portfolios using various trading strategies, including long- and short-term positions, short sales, margin, and options.

Active portfolio management Options & derivatives strategies Concentrated stock management Wealth management Real estate investing Executive Founder/Business Owner
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Jerald B

CFP®

Springfield, IL

Wealth Management Services,LLC

Jerald Barkmeier is a CFP® professional with 27 years of experience in the financial services industry. He is the President and sole shareholder of The Barkmeier Group, a tax firm providing accounting, tax preparation, and consulting services. Barkmeier is also the manager and sole shareholder of Wealth Management Services, LLC, where he has worked since 1998. Wealth Management Services, LLC offers personalized, fee-only financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic core-and-satellite asset allocation approach, focusing on passive index and ETF exposures complemented by selective active funds and global diversification.

General retirement planning Tax strategies for small businesses Cash flow / budgeting College savings (529s, UTMA, etc.)
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