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
CFP®, Series 63, Series 65
Experience Industry experience
31 years
Location
Quincy, IL 62301
Cambridge Investment Research Advisors
Institution
Gregory Wittland is a CFP®-certified financial advisor with over 31 years of industry experience, currently with Cambridge Investment Research Advisors. He has worked at Cambridge since 2016. Outside of advising, he serves on the stewardship committee at Blessed Sacrament Church and volunteers with the St. Vincent DePaul Committee in Quincy, IL. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm utilizes a variety of portfolio management approaches and platforms, providing both proprietary and third-party investment strategies tailored to client objectives.
Based on Cambridge Investment Research Advisors
Based on Cambridge Investment Research Advisors
For financial planning and consulting, flat fees generally do not exceed $25,000 but may be higher based on complexity; For WealthPort setup fee generally less than 1% of assets or $1,000
$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000+: 1.00%
Financial Professionals acting as Registered Representatives receive commissions on securities and insurance sales
Generally up to $500 per hour for financial planning and consulting services; up to $500 per hour for retirement plan advisory services
Financial Wellness services paid by employer; flat or hourly fees per agreement
Account minimum: $5,000 Minimum fee: Minimum WealthPort program fee of $250 annually for CAAP® and UMA accounts
Quincy, IL Hampshire St.
1200 Hampshire St.
Quincy IL 62301
Advisors at this office
3
Illinois
31 years of industry experience
Cambridge Investment Research Advisors, Inc.
2016 - Present • 10 years
Fairfield, IA
Cambridge Investment Research, Inc.
2016 - Present • 10 years
Fairfield, IA
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 65
Quincy, IL
Keybridge Capital
Blaine Troup is a financial advisor at Keybridge Capital with eight years of industry experience. He holds a Series 65 designation and has worked at Keybridge Capital since 2017, following prior experience managing the Troup Family Office. In addition to advisory services, he is licensed as an insurance agent and may recommend or sell insurance products. Keybridge Capital is a single-advisor, independent firm serving individuals, pension and profit-sharing plans, and business entities. The firm employs a value-oriented investment approach focused on dividend growth and offers discretionary and non-discretionary asset management, financial planning, and consulting services. It also provides educational seminars and public workshops on financial planning and retirement topics.
Series 63, Series 65
Quincy, IL
O'Connor Financial Group LLC
Timothy O'Connor is a financial advisor at O'Connor Financial Group LLC with 34 years of industry experience. He has held registrations including Series 63 and Series 65 and has worked at LPL Financial and his own wealth management practice prior to joining his current firm. He has also sold insurance products for over two decades to complement financial planning needs. O'Connor Financial Group LLC provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and business entities. The firm emphasizes a long-term, risk-focused investment approach with diversified portfolios, ongoing monitoring, and in-house tax preparation services.
CFP®, Series 66
Quincy, IL
PurposePath Capital, LLC
Michael Disalvo is a CFP® with 16 years of industry experience, currently serving as an advisor at PurposePath Capital, LLC since 2021. He previously worked at Krilogy Financial for 10 years. Disalvo is co-owner of PPC Tax, LLC, a tax preparation firm based in Quincy, IL. PurposePath Capital provides portfolio management and financial planning services to individuals, high-net-worth clients, entities, and 401(k) plans, managing approximately $63 million for around 135 clients. The firm employs a Modern Portfolio Theory-based investment process using diversified ETFs, mutual funds, equities, fixed income, and private funds.
Series 63, Series 65
Quincy, IL
O'Connor Financial Group LLC
Daniel Westergaard is a financial advisor at O'Connor Financial Group LLC with 10 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at First Trust Advisors L.P., First Trust Portfolios L.P., and J.P. Morgan Institutional Investments, Inc. O'Connor Financial Group provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and business entities. The firm employs a risk-focused, long-term investment approach using diversified portfolios and periodic rebalancing, alongside services such as retirement and estate planning, insurance and education planning, and in-house tax preparation.
CFP®, Series 63, Series 65
Quincy, IL
O'Connor Financial Group LLC
Jackson O'Connor is a CFP® with nine years of industry experience, currently serving as an advisor at O'Connor Financial Group LLC in Quincy, IL. Prior to joining O'Connor Financial Group, he worked at J.P. Morgan Securities and J.P. Morgan Chase Bank from 2016 to 2019. He holds life insurance licensing in addition to his financial certifications. O'Connor Financial Group provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and business entities. The firm employs a risk-based, long-term investment approach using diversified portfolios with ongoing monitoring and annual reviews, and offers additional services including retirement and estate planning, insurance, education planning, tax preparation, and third-party adviser selection.
Series 65
Quincy, IL
IPI Wealth Management, Inc.
Tad Luebbehusen is a financial advisor at IPI Wealth Management, Inc. He holds a Series 65 designation and has over nine years of industry experience, including prior work at Casey Hlubek. IPI Wealth Management provides investment management, financial planning, and access to third-party asset managers and TAMP programs for individuals, businesses, and retirement plans. The firm manages approximately $2.65 billion in client assets and offers proprietary, risk-based model portfolios alongside strategic asset allocation and active manager oversight.
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