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 65
Experience Industry experience
1 year
Location
Centralia, IL 62801-3251
Terrapene Capital
Independent
Total advisors
1Clients per advisor
8 LowAvg AUM per client
$105,786 Very LowHNW client ratio
0% LowJohn Yardley is a financial advisor at Terrapene Capital with one year of industry experience. He holds a Series 65 designation and has professional background managing several family businesses related to heating and cooling, property, and repairs. Terrapene Capital offers portfolio management through separately managed accounts and a private pooled vehicle, serving accredited, qualified, and institutional investors. The firm employs quantitative long/short equity strategies that combine machine learning and human risk oversight, operating with a focus on systematic equity trading and maintaining both fund management and general partnership roles.
Based on Terrapene Capital
$0+: Up to 2% annual management fee (varies by investor, may be waived or reduced) N/A+: Performance fees of 20% to 30% on profits exceeding benchmark for qualified clients, subject to high-water mark
Performance-based fee ranging generally from 20% to 30% of profits above benchmark for qualified clients, assessed quarterly with high-water mark
Account minimum: $50,000
Centralia, IL
226 E Broadway
Centralia IL 62801-3251
Advisors at this office
1
Illinois
1 year of industry experience
Yardley Heating and Cooling
2024 - Present • 2 years
Centralia, IL
Yardley Property
2016 - Present • 10 years
Centralia, IL
John's Repairs
2007 - Present • 19 years
Centralia, IL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not 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.
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.
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.
ChFC®, Series 63
Nashville, IL
AssuredPartners Investment Advisors
Brian Heckert is a financial advisor at AssuredPartners Investment Advisors with over 40 years of industry experience. He holds the ChFC® and Series 63 designations. His previous roles include positions at KeStra Advisory Services, LLC, and KESTRA Investment Services, LLC. Outside of advisory work, he is involved in international speaking engagements and participates in mentoring and coaching through organizations such as Top Producers Int, LLC, and Ultimate Advisor Coaching, LLC. 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 multi-office team, offering both discretionary and non-discretionary portfolio management along with fiduciary and third-party administrator capabilities.
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