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 63, Series 66
Experience Industry experience
4 years
Location
Centralia, IL 62801
LPL Enterprise
Institution
Daniel Kalvaitis is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Wells Fargo Advisors, Fidelity Investments, and TD Ameritrade, as well as periods of self-employment. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, utilizing model-driven investment implementation and offering financial planning, access to third-party asset managers, and trustee services through affiliated entities.
Based on LPL Enterprise
Financial planning and consulting services may be charged a flat fee as negotiated.
Brokerage services through LPLE where commissions and trails are earned; commissions on sales of insurance products.
Up to $500 per hour for financial planning and consulting services.
Fee-only: Financial planning and consulting fees typically range from $0 to $15,000 or up to $500 per hour, may be flat or hourly fees as negotiated; fees may be discounted or complimentary.
Centralia, IL
435 S. Elm Street, Suite B
Centralia IL 62801
Advisors at this office
1
Illinois · Missouri
4 years of industry experience
LPL Enterprise LLC
2026 - Present • 1 year
Centralia, IL
Wells Fargo Advisors
2026 - 2026 • 1 year
St. Louis, MO
Self-Employed
2024 - 2026 • 2 years
St. Louis, MO
Fidelity Investments
2024 - 2024 • 1 year
Durham, NC
Fidelity Investments
2021 - 2024 • 3 years
Merrimack, NH
TD Ameritrade
2020 - 2021 • 1 year
St. Louis, MO
Self-Employed
2020 - 2020 • 1 year
Chicago, IL
Inforeach Inc
2020 - 2020 • 1 year
Chicago, IL
CFA Watertower
2020 - 2020 • 1 year
Chicago, IL
Self-Employed
2019 - 2019 • 1 year
Chicago, IL
Enfusion
2018 - 2019 • 1 year
Chicago, IL
Biotronik SE & Co KG
2017 - 2017 • 1 year
Berlin
Full-Time Education
2014 - 2018 • 4 years
St. Louis, MO
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.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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:
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.
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.
Series 65
Centralia, IL
Terrapene Capital
John Yardley is a financial advisor at Terrapene Capital with a Series 65 designation and no prior industry experience. His professional background includes roles at Yardley Heating and Cooling, Yardley Property, and John's Repairs. Terrapene Capital is a state-registered investment adviser that provides quantitative portfolio management to individuals and institutions via a private pooled vehicle and separately managed accounts. The firm employs machine-learning and quantitative long/short equity models with discretionary risk oversight and serves a small client base including accredited and institutional investors.
CFP®, Series 63
Nashville, IL
AssuredPartners Investment Advisors
Ned Burns Jr. is a CFP® professional at AssuredPartners Investment Advisors with 32 years of industry experience. He has previously worked with Kestra Advisory and Kestra Investment Services, LLC, and has a longstanding career including roles at Benefit Planning Services Inc and Herling & Schmitt. He is also associated with Modern Woodmen of America. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets through a team of advisors across multiple offices and offers both discretionary and non-discretionary portfolio management using model and custom portfolios.
Series 66
Nashville, IL
AssuredPartners Investment Advisors
Troy Pedtke is a financial advisor with AssuredPartners Investment Advisors, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Kestra Advisory and Carrollton Bank. He is a member and volunteer with the Million Dollar Round Table, an association for financial services professionals. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, and retirement plans. The firm manages several billion in discretionary assets across multiple offices and offers both discretionary and non-discretionary portfolio management, including ERISA plan services and participant education.
Series 63, Series 65
Nashville, IL
AssuredPartners Investment Advisors
Leo Barczewski is a financial advisor with AssuredPartners Investment Advisors, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. He previously worked at Kestra Advisory Services, LLC and KESTRA Investment SERVICES, LLC. Barczewski is involved in a family farm operation outside of his advisory role. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets and serves clients through a team of advisors across multiple offices.
Series 66
Nashville, IL
AssuredPartners Investment Advisors
Ashley Kolweier is a financial advisor with AssuredPartners Investment Advisors in Nashville, Illinois, holding a Series 66 designation and six years of industry experience. She has worked at Kestra Advisory and Kestra Investment Services, LLC, and is also involved with Financial Solutions Midwest, LLC, where she directs trade processing and client requests. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets across multiple offices and offers both discretionary and non-discretionary portfolio management using model and custom portfolios.
Series 66
Nashville, IL
AssuredPartners Investment Advisors
Mason Meyer is a financial advisor with AssuredPartners Investment Advisors in Nashville, IL. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Private Client Services and FSM Wealth. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets across multiple offices and offers both discretionary and non-discretionary portfolio management, including ERISA plan services and client education.
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