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 66
Experience Industry experience
27 years
Location
Lincoln, IL 62656
Private Advisor Group, LLC
Enterprise
Kathryn Schneider is a CFP® professional with 27 years of industry experience, currently affiliated with Private Advisor Group, LLC since 2021. She has previously worked at LPL Financial and Level Four Advisory Services, with a background that includes health insurance agency work and personal support services outside the investment field. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to various third-party asset management programs.
Based on Private Advisor Group, LLC
Registrant can agree to charge a flat fee for specific services or periods, negotiated with clients.
Negotiable up to 2.00% annually
Certain IARs are registered representatives of LPL and may receive commissions on securities or insurance products sold; commissions vary.
Financial planning and consulting fees generally range from $150 to $400 per hour, negotiable.
Minimum fee: Registrant generally does not require an annual minimum fee or asset level for investment advisory services but can set an annual minimum fee or lesser fee at its discretion. Fee-only: Financial planning and consulting fees negotiable on a fixed fee basis or hourly rate basis, generally ranging from $150 to $400 per hour.
Lincoln, IL
604 N Union St Ste 1
Lincoln IL 62656
Advisors at this office
1
Illinois · Texas
27 years of industry experience
Private Advisor Group, LLC
2021 - Present • 5 years
Lincoln, IL
LPL Financial
2012 - Present • 14 years
Lincoln, IL
Level Four Advisory Services
2006 - 2021 • 15 years
Lincoln, IL
Level Four Insurance Services, Llc
2002 - 2022 • 20 years
Lincoln, IL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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
Lincoln, IL
Pacesetter Financial Group, L.L.C.
Connor Koberlein is a financial advisor at Pacesetter Financial Group, L.L.C. in Lincoln, Illinois. He holds a Series 65 credential and has approximately one year of industry experience. His prior work includes roles at J.M. Abbott & Associates and Culver's. Pacesetter Financial Group advises individuals, trusts, business entities, tax-exempt organizations, and retirement plans. The firm applies Modern Portfolio Theory to build diversified portfolios primarily with mutual funds and provides discretionary and non-discretionary portfolio management along with 401(k) advisory services.
CFP®, Series 66
Lincoln, IL
Pacesetter Financial Group, L.L.C.
Timothy Bacus is a CFP® professional with eight years of industry experience, currently serving at Pacesetter Financial Group, L.L.C. He previously worked at Ameriprise Financial, Inc. and Lincoln Christian University. In addition to his financial advising role, Timothy works as an accountant at J.M. Abbott & Associates, Ltd., a certified public accounting firm co-owned by the same majority partners as Pacesetter Financial Group. Pacesetter Financial Group advises individuals, trusts, business entities, tax-exempt organizations, and company-sponsored retirement plans, offering portfolio management, financial planning, and 401(k) advisory services. The firm employs Modern Portfolio Theory to construct diversified portfolios, often utilizing funds from Dimensional Fund Advisors, and integrates tax and accounting services through its affiliation with a sister CPA firm.
CFP®, Series 65
Lincoln, IL
Pacesetter Financial Group, L.L.C.
Kristen Lanning is a CFP® and holds a Series 65 license, with 21 years of industry experience. She has been with Pacesetter Financial Group, L.L.C. since 2001. Pacesetter Financial Group serves individuals, trusts, business and tax-exempt entities, and sponsors of 401(k) plans, managing approximately $145 million. The firm uses Modern Portfolio Theory to create diversified portfolios with disciplined asset-class mutual funds and provides personalized portfolio management, 401(k) plan design and oversight, limited financial planning, and 529 college savings plan services.
Series 65
Lincoln, IL
Pacesetter Financial Group, L.L.C.
Andrew Fitzpatrick is a financial advisor with Pacesetter Financial Group, L.L.C. in Lincoln, Illinois, holding a Series 65 license and possessing 16 years of industry experience. He has worked concurrently at J.M. Abbott & Associates, Ltd., a certified public accounting firm, where he is a certified public accountant assisting with tax returns, financial statements, tax planning, and business consulting. Both firms share common ownership and complementary services. Pacesetter Financial Group advises individuals, trusts, business and tax-exempt entities, and sponsors of company-sponsored 401(k) plans, managing approximately $145 million across discretionary and non-discretionary accounts. The firm applies Modern Portfolio Theory to build diversified portfolios mainly using asset-class mutual funds and provides personalized portfolio management as well as 401(k) plan design, oversight, and participant support.
Series 63, Series 66
Lincoln, IL
LPL Financial
Nathaniel Neal is a financial advisor with LPL Financial in Lincoln, Illinois, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. He has been with LPL Financial since 2012 and also operates Nathan Neal Tax Service, which he founded in 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, with both discretionary and non-discretionary management options.
CFP®, Series 63
Lincoln, IL
LPL Financial
Stacy Tedrick is a CFP®-designated financial advisor with LPL Financial in Lincoln, IL, bringing 17 years of industry experience. She has been with LPL Financial since 2008. LPL Financial is a national investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and uses both discretionary and non-discretionary management supported by in-house and third-party research.
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