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
9 years
Location
Freeport, IL 61032
Kingswood Wealth Advisors, LLC
Multi-team
John Loeffler is a financial advisor at Kingswood Wealth Advisors, LLC with nine years of industry experience and holds a Series 66 designation. His career includes roles at Kingswood Capital Partners, Benchmark Advisory Services, Benchmark Investments, IFS Securities, Edward Jones, and Symmetry Financial Group. Outside of his advisory work, he is the owner and founder of John Loeffler Racing, where he is involved in race car preparation, driving, and sponsorship sales. Kingswood Wealth Advisors serves retail and institutional clients, including individual and high-net-worth investors and retirement plan sponsors, providing portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm offers investment advice on both discretionary and non-discretionary bases and operates an open-architecture platform utilizing third-party managers and sub-advisors.
Based on Kingswood Wealth Advisors, LLC
Based on Kingswood Wealth Advisors, LLC
Flat fees ranging from $100 to $3,000 for financial consultation services; flat fee arrangements for administrative services
$0+: Up to 2.5% annually (negotiable; fees differ per client; can be tiered or blended) $0+: Up to 1.50% annually for ERISA Plan advisory fees (negotiable and may be tiered or flat) $0+: 1% to 2.5% annually for third-party managers (negotiable) $0+: Up to 2.5% annually max total fees including sub-advisors
Up to $300 per hour for financial consulting services
Account minimum: $100,000 Fee-only: Flat fees ranging from $100 to $3,000 for financial consultation services; hourly fees up to $300/hour; fixed fees quoted based on scope
Freeport, IL
311 E South St
Freeport IL 61032
Advisors at this office
1
Arizona · Illinois · Wisconsin
9 years of industry experience
Kingswood Capital Partners, LLC
2023 - Present • 3 years
Freeport, IL
Kingswood Wealth Advisors LLC
2022 - Present • 4 years
Stockbridge, GA
Benchmark Advisory Services
2019 - 2022 • 3 years
Stockbridge, GA
Benchmark Investments
2019 - Present • 7 years
Stockbridge, GA
IFS Securities
2019 - 2019 • 1 year
Atlanta, GA
Edward Jones
2016 - 2019 • 3 years
St Louis, MO
Symmetry Financial Group
2016 - 2016 • 1 year
Swannoa, NC
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.
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.
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.
Series 65
Davis, IL
Stonebrook Capital Management, Inc.
Robert Endres is a financial advisor at Stonebrook Capital Management, Inc. with 13 years of industry experience. He holds the Series 65 designation and has been with Stonebrook Capital since 2012. Stonebrook Capital Management provides personalized financial planning and investment management services to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages diversified portfolios using a combination of fundamental and technical analysis, with an emphasis on downside risk management.
Series 65
Freeport, IL
Lucas Group Financial Advisors, LLC
Todd Reno is a financial advisor at Lucas Group Financial Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Regal Investment Advisors, Jones Long LaSalle, and Collins Aerospace. Lucas Group Financial Advisors provides investment management, financial planning, and employee benefit plan advisory services to individuals, trusts, small businesses, and foundations. The firm serves a broad client base using a long-term, evidence-based investment approach centered on diversified passive funds and employs third-party sub-advisers for portfolio management.
Series 65
Freeport, IL
Lucas Group Financial Advisors, LLC
Andrew Stewart is a financial advisor at Lucas Group Financial Advisors, LLC with nine years of industry experience. He holds the Series 65 designation and has worked at multiple related firms, including six years at Regal Investment Advisors, LLC. Outside of his advisory role, Stewart serves as a football coach at Freeport Middle School and is the Board President of Freeport Phantoms Youth Football and Cheer. He also sits on the board of The Foundation for Northwest Illinois. Lucas Group Financial Advisors provides investment management, financial planning, and employee benefit plan advisory services to individuals, trusts, small businesses, and foundations. The firm uses a long-term Modern Portfolio Theory approach with diversified, passive, and evidence-based investments, and collaborates with an affiliated accounting firm for coordinated tax and financial services.
CFP®, Series 63, Series 65
Freeport, IL
Lucas Group Financial Advisors, LLC
Lucas Beggin is a CFP® professional with 12 years of industry experience. He is a partner at Lucas Group Financial Advisors, LLC and has previously worked with Regulus Financial Group, Regal Investment Advisors, and Lucas Group Financial Advisors, Inc. Outside of his financial advisory role, he serves on the boards of Parkview Homes NFP and the Highland College Foundation, acting as Treasurer for the latter. He is also a partner at Lucas Groups CPA+ Advisors, a public accounting and management firm. Lucas Group Financial Advisors provides investment management, financial planning, and employee benefit plan advisory services to individuals, trusts, small businesses, and foundations. The firm uses a long-term, evidence-based approach with diversified portfolios and coordinates with its affiliated accounting firm to integrate tax and financial planning services.
CFP®, Series 66
Freeport, IL
Lucas Group Financial Advisors, LLC
Katherine Downing is a CFP® professional with 12 years of experience in the financial industry. She currently works at Lucas Group Financial Advisors, LLC and previously held roles at Regal Investment Advisors, Regulus Financial Group, LLC, and Axa Advisors, LLC. Downing is also licensed as an insurance agent, providing life insurance and annuity services. Lucas Group Financial Advisors offers discretionary and non-discretionary investment management, financial planning, and employee benefit plan advisory services to individuals, trusts, small businesses, and foundations. The firm employs a long-term Modern Portfolio Theory approach using diversified, passive, evidence-based mutual funds and ETFs, and coordinates closely with an affiliated accounting firm for integrated client services.
CFP®, Series 63, Series 65
Freeport, IL
Lucas Group Financial Advisors, LLC
Michael Sullivan is a CFP® professional with 32 years of experience in financial advising. He currently works at Lucas Group Financial Advisors, LLC and previously worked at Cambridge Investment Research Advisors and Wallem Associates, Inc. Lucas Group Financial Advisors provides investment management, financial planning, and employee benefit plan advisory services to individuals, trusts, small businesses, and foundations. The firm serves a diverse client base and employs a long-term Modern Portfolio Theory approach using diversified, passive, and evidence-based mutual funds and ETFs.
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