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John Martin Crock

Advisor at Benjamin F. Edwards & Company, Inc. — Galesburg, IL Park Plaza

Updated today

Credentials

Series 63, Series 66

Experience

33 years

Location

Galesburg, IL 61401

Benjamin F. Edwards & Company, Inc. logo

Benjamin F. Edwards & Company, Inc.

Enterprise

Total advisors

517

Across 152 offices

Clients per advisor

63 Typical

Avg AUM per client

$553,528 Typical

HNW client ratio

1% Very Low

About

John Crock is a financial advisor at Benjamin F. Edwards & Company, Inc. with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Benjamin F. Edwards since 2010, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage, insurance products, and select M&A advisory services.

Client services

Based on Benjamin F. Edwards & Company, Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Benjamin F. Edwards & Company, Inc.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting

Occupation focus

Based on Benjamin F. Edwards & Company, Inc.

Executive Founder/Business Owner

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Fee options

Fixed

Financial planning flat fees charged in advance; must be agreed upon and can exceed $10,000 with manager approval.

Percentage

$0 - $250,000: 1.50% - 2.75% depending on program $250,000 - $500,000: 1.00% - 2.25% depending on program $500,000 - $1,000,000: 0.75% - 1.75% depending on program $1,000,000 - $2,500,000: 0.65% - 1.25% depending on program $2,500,000 - $5,000,000: 0.75% - 1.25% depending on program $5,000,000+: 0.65% - 0.75% depending on program

Commissions

Brokerage accounts pay commissions on transactions; also commission-based product sales outside advisory fees.

Project-based

Hourly consulting rates are available, specific rates negotiated with clients (e.g., $250/hour not specifically stated but typical).

Other

Account minimum: Varies by program and strategy, generally ranging from $5,000 to $160,000 depending on selected manager and strategy (e.g., $5,000 for some BFE-managed strategies; $25,000 - $40,000 for BFE financial advisor managed strategies; $10,000 - $100,000 for third-party managers). No single flat amount clearly stated. Minimum fee: Minimum annual fee of $125 applies to all BFE investment advisory accounts. Fee-only: Financial planning flat fees, investment and retirement plan consulting fees negotiated; typically flat fees or asset-based fees based on services.

Location

See office

Galesburg, IL Park Plaza

40 Park Plaza

Galesburg IL 61401

Advisors at this office

3

Most active in

Illinois · Texas

Work history

33 years of industry experience

Benjamin F Edwards & Co

2010 - Present • 16 years

Galesburg, IL

Wells Fargo Clearing

2008 - 2010 • 2 years

Galesburg, IL

A. G. Edwards & Sons, Inc.

2001 - 2008 • 7 years

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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Timothy L

Series 63, Series 65

Galesburg, IL

CG Advisory Services

Timothy Loving is a financial advisor with CG Advisory Services in Galesburg, IL, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Kure Advisory, Truadvice, LLC, Capital Asset Advisory Services, LLC, and Preservation Wealth Management. CG Advisory Services is an SEC-registered firm managing approximately $4.02 billion for a diverse client base that includes individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management and financial planning through proprietary model portfolios, third-party managers, and access to customized private equity and hedge fund investments.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jean S

CFP®, Series 63, Series 65

Galesburg, IL

Berthel, Fisher & Company Financial Services, Inc.

Jean Schneider is a CFP® with 39 years of industry experience, currently serving at Berthel, Fisher & Company Financial Services, Inc. since 2003. She also holds leadership roles as president of Insurance Advisers Agency, Inc. and Bailey Financial Group, Inc., both involved in insurance and securities sales since 1989. Berthel, Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and institutional clients. The firm offers a range of asset management platforms and portfolio construction options through approximately 100 independent investment adviser representatives.

Concentrated stock management Options & derivatives strategies Real estate investing Tax-loss harvesting
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Elijah L

Series 65

Galesburg, IL

CG Advisory Services

Elijah Loving is a financial advisor with CG Advisory Services holding a Series 65 credential and has been with the firm since 2024. He has no prior industry experience and holds an educational background from Western Illinois University. CG Advisory Services is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management using proprietary model programs and customized arrangements, supplemented by financial planning, retirement plan consulting, and fiduciary advice.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Gina M

Series 63, Series 65

Knoxville, IL

Sequent Planning, LLC

Gina Martin is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Her prior roles include positions at Cambridge Investment Research and Farmers Financial Solutions. She serves as a board member for the OSF St Mary Medical Center Auxiliary. Sequent Planning, LLC, operating as Futurity First Wealth Management, is an SEC-registered adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, financial planning, and retirement plan services through a network of independent advisers using a structured risk framework and a combination of firm-developed and third-party investment models.

Retirement income strategy Roth conversion strategy Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Founder/Business Owner Executive
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Debra G

Series 66

Galesburg, IL

Benjamin F. Edwards & Company, Inc.

Debra Goodwin is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 credential and 26 years of industry experience. She has worked with Benjamin F. Edwards since 2015 and previously held positions at Wells Fargo Clearing and Wells Fargo Investments. Outside of finance, she owns and operates Prairie Rugs USA, a home-based business specializing in hand-woven rugs and stained glass. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, investment management, and brokerage, utilizing proprietary strategies and third-party models with a combination of discretionary and non-discretionary managed solutions.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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Thomas E

Series 63, Series 65

Victoria, IL

J. W. Cole Advisors, Inc.

Thomas Eacott is a financial advisor with J. W. Cole Advisors, Inc. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has been self-employed in accounting through T & C Financial Inc. since 2005, serving as its president. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans nationwide through a network of more than 400 independent representatives. The firm offers portfolio management, financial planning, access to third-party managers, and various managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner
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