Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
15 years
Location
Staunton, IL
Cambridge Investment Research Advisors
Institution
Charles Buchana is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Cetera Advisors LLC, Burgdorf Wealth Managers Inc., BFC Planning, Inc., and First Allied Advisory Services. He is also an independent insurance agent at Triad Benefits Group, PC, and serves as treasurer for a local Business Networking International chapter. Cambridge Investment Research Advisors, Inc. serves a diverse range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm provides both discretionary and non-discretionary management via multiple platforms, offers access to third-party advisers, and maintains proprietary model strategies under the Founders Gate Capital brand.
Based on Cambridge Investment Research Advisors
Based on Cambridge Investment Research Advisors
Flat fees for financial planning services, financial wellness, setup fees up to 1% of assets or $1,000, not exceeding combined 3% with advisory fees.
$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000+: 1.00%
Commissions earned by Financial Professionals acting as Registered Representatives of Cambridge on securities transactions and insurance sales.
Hourly fees generally not to exceed $500/hour for financial planning and consulting services.
Account minimum: $25,000 Minimum fee: For WealthPort CAAP and UMA programs: $250 annual minimum program fee per account. Fee-only: Financial Planning Flat fees generally up to $25,000, hourly fees generally up to $500/hour, Asset Based Fee for consulting.
Staunton, IL
Staunton IL
Advisors at this office
1
Illinois · Missouri
15 years of industry experience
Cambridge Investment Research Advisors, Inc
2025 - Present • 1 year
Fairfield, IA
Cambridge Investment Research, Inc
2025 - Present • 1 year
Fairfield, IA
Cetera ADVISORS LLC
2022 - 2025 • 3 years
Fairview Hghts, IL
Cetera
2022 - 2025 • 3 years
Schaumburg, IL
Burgdorf Wealth Managers Inc.
2022 - 2025 • 3 years
Fairview Heights, IL
BFC PLANNING, Inc.
2021 - 2022 • 1 year
Chesterfield, MO
Berthel, Fisher & Company Financial Services, Inc.
2021 - 2022 • 1 year
Chesterfield, MO
First Allied Advisory Services
2020 - 2021 • 1 year
Schaumburg, IL
Barry-Wehmiller Design Group
2017 - 2021 • 4 years
Clayton, MO
First Allied Advisory Services, Inc
2012 - 2020 • 8 years
Chesterfield, MO
Triad Benefits Group, P.C.
2009 - Present • 17 years
Troy, IL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Series 63, Series 65
Hamel, IL
Abundance Advisors, Inc.
George Ellis is a financial advisor at Abundance Advisors, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Abundance Advisors since 2005. In addition to his advisory role, Ellis owns and operates GN Ellis Agency, providing life and health insurance products and protection planning for individuals and small businesses since 1984. Abundance Advisors offers asset-allocation investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm utilizes a strategic, model-based asset allocation process and provides discretionary portfolio management primarily through no-load mutual funds, variable annuities, and cash sweep vehicles.
Series 63, Series 66
Bethalto, IL
Legacy Wealth Planning
Anthony Erzen is a financial advisor at Legacy Wealth Planning with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at CarsonAllaria Wealth Management, Northwestern Mutual Investment Services, TD Ameritrade, SCOTTRADE, and Illinois American Water. Legacy Wealth Planning is an independent, fee-only investment adviser serving primarily individual and high-net-worth clients. The firm offers customized investment management, financial planning, and limited hourly consulting, employing Modern Portfolio Theory with a preference for passive funds while accommodating active and ESG options.
Series 63, Series 65
East Alton, IL
Genesis Wealth Management
William Kinkel is a financial advisor at Genesis Wealth Management in East Alton, IL, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been a general supervisor at Ameren Missouri since 1981. Kinkel also maintains an insurance agency operating on a limited basis. Genesis Wealth Management provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers tailored portfolios and a range of services including discretionary and non-discretionary management, ERISA plan support, and specialized planning for veterans and long-term care.
Series 65
Bunker Hill, IL
Genesis Wealth Management
Jamie Payne is a financial advisor at Genesis Wealth Management with four years of industry experience. He holds the Series 65 designation and previously worked at Franklin & Vaughn, LLC. Genesis Wealth Management provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, and retirement plans. The firm manages approximately $54.5 million for about 377 clients and offers tailored portfolios with discretionary and non-discretionary services, including specialized support for veterans and long-term care planning.
Series 63, Series 65
East Alton, IL
Genesis Wealth Management
Jon Payne is a financial advisor at Genesis Wealth Management with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several entities including Genesis Financial Group Inc. since 1999 and Gradient Securities, LLC from 2011 to 2016. Payne also serves on the Macoupin County Board. Genesis Wealth Management provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, and retirement plans. The firm manages approximately $54.5 million for around 377 clients and offers tailored portfolios using platforms such as Envestnet, SEI, and Morningstar, as well as specialized services for veterans and long-term care planning.
Series 65
East Alton, IL
Genesis Wealth Management
Michelle Zimmer is a financial advisor at Genesis Wealth Management with a Series 65 designation and over 18 years of professional experience, primarily gained at United Community Bank. She has been with Genesis Wealth Management Group since 2026 and previously with Genesis Financial Group. Genesis Wealth Management provides personalized financial planning and investment management services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm manages approximately $54.5 million for 377 clients across five advisors, offering tailored portfolios and both discretionary and non-discretionary services.
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