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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

510

Across 152 offices

Clients per advisor

64 Typical

Avg AUM per client

$553,528 Typical

HNW client ratio

1% Very Low

About

John Crock is a financial advisor with Benjamin F. Edwards & Company, Inc. in Galesburg, IL. He holds Series 63 and Series 66 licenses and has 33 years of industry experience, including 16 years with his current firm. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with roughly 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs, financial planning, and investment management services that utilize a mix of firm-developed and third-party model strategies.

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.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Benjamin F. Edwards & Company, Inc.

Executive Founder/Business Owner

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Fee options

Fixed

Financial Planning negotiable flat fees; Plan Participant Consulting one-time fees with $200 minimum

Percentage

$0 - $250,000: 1.50% (Mutual Fund Portfolios, Mutual Fund Model Strategies, Active Passive Portfolios) $250,001 - $500,000: 1.25% (Mutual Fund Portfolios, Mutual Fund Model Strategies, Active Passive Portfolios) $500,001 - $1,000,000: 1.00% (Mutual Fund Portfolios, Mutual Fund Model Strategies, Active Passive Portfolios) $1,000,001+: 0.75% (Mutual Fund Portfolios, Mutual Fund Model Strategies, Active Passive Portfolios) $0 - $250,000: 2.25% (Exchange Traded Fund Portfolios - Confluence, First Trust) $250,001 - $500,000: 1.75% (Exchange Traded Fund Portfolios - Confluence, First Trust) $500,001 - $1,000,000: 1.50% (Exchange Traded Fund Portfolios - Confluence, First Trust) $1,000,001+: 1.25% (Exchange Traded Fund Portfolios - Confluence, First Trust) $0 - $250,000: 1.75% (Exchange Traded Fund Portfolios - Morningstar) $250,001 - $500,000: 1.50% (Exchange Traded Fund Portfolios - Morningstar) $500,001 - $1,000,000: 1.25% (Exchange Traded Fund Portfolios - Morningstar) $1,000,001+: 1.00% (Exchange Traded Fund Portfolios - Morningstar) $0 - $100,000: 1.25% (Exchange Traded Fund Portfolios - BFE models) $100,001 - $350,000: 1.00% (Exchange Traded Fund Portfolios - BFE models) $350,001+: 0.75% (Exchange Traded Fund Portfolios - BFE models) $0 - $250,000: 2.00% (Client Portfolios) $250,001 - $500,000: 1.50% (Client Portfolios) $500,001 - $1,000,000: 1.25% (Client Portfolios) $1,000,001 - $2,500,000: 1.00% (Client Portfolios) $2,500,001 - $5,000,000: 0.65% (Client Portfolios) $0 - $250,000: 2.25% (Private Portfolios) $250,001 - $500,000: 1.75% (Private Portfolios) $500,001 - $1,000,000: 1.50% (Private Portfolios) $1,000,001 - $2,500,000: 1.25% (Private Portfolios) $2,500,001 - $5,000,000: 0.85% (Private Portfolios) $5,000,001+: 0.75% (Private Portfolios) $0 - $500,000: 2.75% Equity / 1.25% Fixed Income (Separately Managed Portfolios) $500,001 - $1,000,000: 2.25% Equity / 1.15% Fixed Income (Separately Managed Portfolios) $1,000,001 - $2,500,000: 1.75% Equity / 1.00% Fixed Income (Separately Managed Portfolios) $2,500,001+: 1.25% Equity / 0.85% Fixed Income (Separately Managed Portfolios) $0 - $500,000: 2.25% (Unified Managed Account) $500,001 - $1,000,000: 1.75% (Unified Managed Account) $1,000,001 - $2,500,000: 1.25% (Unified Managed Account) $2,500,001+: 1.00% plus manager cost 0.00% to 0.50% (Unified Managed Account)

Commissions

Brokerage accounts with transaction-based commissions; commissions refunded if advisory account more appropriate.

Project-based

Financial Planning hourly rate $300/hour

Subscriptions

Plan Participant Consulting may be charged as annual flat fee or based on plan value, minimum $200, max 1% of plan value

Other

Account minimum: $5,000 Minimum fee: $125 minimum annual fee applies to all investment advisory accounts Fee-only: Financial Planning: $300/hour or negotiable flat fee; Retirement Plan Consulting, Investment Management Consulting, and Plan Participant Consulting fees are negotiable and depend on services provided.

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

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

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
user avatar

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
user avatar

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 credentials and bringing 13 years of industry experience. Her prior work includes roles at Cambridge Investment Research, Farmers Financial Solutions, and ownership of GFDM LLC. She serves as a board member of the OSF St Mary Medical Center Auxiliary. Sequent Planning, LLC, operating as Futurity First Wealth Management, provides investment advisory services to individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm employs a structured risk framework and offers a mix of firm-developed models, third-party managers, and customized allocations delivered by a network of independent advisers.

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
user avatar

Debra G

Series 66

Galesburg, IL

Benjamin F. Edwards & Company, Inc.

Debra Goodwin is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds a Series 66 credential and has 26 years of industry experience. She has been with Benjamin F. Edwards since 2015. Outside of her advisory work, she owns and operates a home-based business specializing in hand-woven rugs and stained glass. Benjamin F. Edwards & Company provides investment advice and related services to a diverse client base, including individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a combination of model-based and customized investment strategies along with financial planning and consulting services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar

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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