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Anthony Ryan Pleasant

Advisor at Cetera — Robinson, IL

Updated today

Credentials

Series 66

Experience

5 years

Location

Robinson, IL 62454

Cetera logo

Cetera

Institution

Total advisors

10,171

Across 5,096 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Anthony Pleasant is a Series 66-licensed advisor with Cetera, where he has worked since 2021. He has five years of industry experience and also serves as a trust officer at First Robinson Savings Bank. Outside of his advisory role, he is treasurer of Quail Creek Country Club and president of the Lincoln Trail College Foundation. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a variety of third-party money managers.

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) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Robinson, IL

501 E. Main Street

Robinson IL 62454

Advisors at this office

2

Most active in

Illinois · Texas

Work history

5 years of industry experience

Cetera

2021 - Present • 5 years

Robinson, IL

Cetera Investment Services Llc

2021 - Present • 5 years

Saint Cloud, MN

First Robinson Savings Bank, N.A.

2015 - Present • 11 years

Robinson, 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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Ryan K

Series 66

Robinson, IL

Prairie Rivers Investments, LLC

Ryan Keen is a financial advisor with Prairie Rivers Investments, LLC, holding a Series 66 designation and 14 years of industry experience. He has worked at Prairie Rivers Investments since 2017 and previously held positions at Securities America, Inc. and SSN Advisory Inc. Outside of his advisory work, he operates a hobby farm and a woodworking shop where he takes selective commissions for furniture and household items. Prairie Rivers Investments serves high-net-worth and individual clients, as well as institutions, charitable organizations, and retirement plans. The firm employs a goals-based, long-term investment strategy combining actively managed mutual funds with low-cost index ETFs and uses technology tools such as Nitrogen and ORION to support portfolio management and client risk assessment.

Charitable giving & philanthropy Long-term care insurance General retirement planning Tax-loss harvesting Founder/Business Owner Retired Executive
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Patrick K

Series 63, Series 66

Robinson, IL

Prairie Rivers Investments, LLC

Patrick Keen is a financial advisor at Prairie Rivers Investments, LLC with 41 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Prairie Rivers since 2017, with prior roles at Securities America, Inc. and SSN Advisory Inc. Outside of advisory work, he is also involved in insurance-related activities including life, fixed and indexed annuities, and long-term care. Prairie Rivers Investments provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and institutions such as endowments and retirement plans. The firm employs a goals-based, long-term buy-and-hold investment approach, incorporating institutional mutual funds, ETFs, individual securities, and third-party manager selection, and offers tiered service levels including family office and trust consulting.

Charitable giving & philanthropy Long-term care insurance General retirement planning Tax-loss harvesting Founder/Business Owner Retired Executive
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Kyle D

Series 66

Robinson, IL

Prairie Rivers Investments, LLC

Kyle Dishong is a financial advisor with Prairie Rivers Investments, LLC, holding a Series 66 designation and 22 years of industry experience. He has worked at several firms, including Securities America, Inc., and SSN Advisory Inc. Outside of his advisory work, he serves on the board of directors and as board treasurer for the Crawford County Leadership Alliance, a nonprofit organization focused on community leadership development. Prairie Rivers Investments serves high-net-worth individuals, institutions, charitable organizations, and retirement plans, offering discretionary and non-discretionary investment management along with financial planning and consulting services. The firm employs a goals-based, long-term investment approach that integrates actively managed mutual funds with low-cost index ETFs and uses proprietary tools to tailor client risk profiles.

Charitable giving & philanthropy Long-term care insurance General retirement planning Tax-loss harvesting Founder/Business Owner Retired Executive
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Trent B

Series 65, Series 63

Robinson, IL

KCPAG Financial Advisors LLC

Trent Bierman is a financial advisor at KCPAG Financial Advisors LLC with three years of industry experience. He holds the Series 65 and Series 63 designations. Prior to joining KCPAG Financial Advisors, Bierman worked at Regions Bank and Fifth Third Securities. KCPAG Financial Advisors LLC provides financial planning, portfolio management, and retirement plan consulting for individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm manages approximately $22.5 million in discretionary assets and serves about 405 clients through a team of 13 advisors operating across 27 offices.

Tax-loss harvesting ESG / Sustainable investing Retirement income strategy Active portfolio management Private / alternative investments
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William T

Series 65, Series 63

Robinson, IL

KCPAG Financial Advisors LLC

William Thomas Jr. is a financial advisor with KCPAG Financial Advisors LLC, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. His work history includes positions at SECURITIES AMERICA, Inc., Kemper Capital Management, and Kcpag Insurance Services LLC. KCPAG Financial Advisors LLC offers financial planning, portfolio management, and retirement plan consulting for individuals, trusts, estates, and business clients. The firm provides tailored asset management using fundamental analysis and a combination of long- and short-term strategies, serving approximately 405 clients through a team of 13 advisors across 27 offices.

Tax-loss harvesting ESG / Sustainable investing Retirement income strategy Active portfolio management Private / alternative investments
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Kelly C

Series 65

Robinson, IL

KCPAG Financial Advisors LLC

Kelly Crumrin is a financial advisor at KCPAG Financial Advisors LLC with six years of industry experience and holds a Series 65 designation. She has worked at KCPAG Financial Advisors since 2019 and has been associated with Kemper Capital Management since 2018. Kelly’s background also includes two years at Kemper CPA Group. KCPAG Financial Advisors LLC provides financial planning, portfolio management, retirement plan consulting, and referrals to third-party money managers for individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm serves around 405 clients with a team of 13 advisors operating across 27 offices.

Tax-loss harvesting ESG / Sustainable investing Retirement income strategy Active portfolio management Private / alternative investments
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