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®, ChFC®, Series 63, Series 65
Experience Industry experience
44 years
Location
Quincy, IL 62301
SPC
Enterprise
Kent McGinnis is a CFP® and ChFC® with 43 years of experience in the financial services industry. He has been with SPC since 2018 and previously worked at Mass Mutual Investors Services and MetLife Securities Inc. He is a 50% owner, director, and officer of McGinnis Insurance and Financial Services, Inc., which offers health insurance and prescription plans. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary management options.
Based on SPC
Based on SPC
Segmented financial plans up to $750; comprehensive plans up to $10,000; ongoing consulting fees capped at $600/month ($1,800/quarter) unless approved otherwise
$0 - $500,000 or below: 2.50% (negotiable) $500,001 - $750,000: 1.75% (negotiable) $750,001 - $1,000,000: 1.50% (negotiable) $1,000,001+: 1.25% (negotiable)
Commissions earned by registered representatives on securities transactions and insurance product sales (e.g., annuities), separate from advisory fees
Up to $300 per hour for financial planning; up to $50 per hour for staff time
Ongoing consulting services charged as recurring flat fee; capped as noted above
Account minimum: $5,500 Minimum fee: Minimum annual program fee of $30 for SIGMA Managed Accounts; may apply to accounts below $20,000
Quincy, IL
2634 Broadway St., Suite 300
Quincy IL 62301
Advisors at this office
1
Illinois
44 years of industry experience
Spc
2018 - Present • 8 years
Ann Arbor, MI
Sigma Financial Corporation
2018 - Present • 8 years
Ann Arbor, MI
Mass Mutual Investors Services
2017 - 2018 • 1 year
Quincy, IL
MetLife Securities Inc.
1986 - 2017 • 31 years
Quincy, 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:
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.
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:
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.
Series 65
Quincy, IL
Keybridge Capital
Blaine Troup is a financial advisor at Keybridge Capital with eight years of industry experience. He holds a Series 65 designation and has worked at Keybridge Capital since 2017, following prior experience managing the Troup Family Office. In addition to advisory services, he is licensed as an insurance agent and may recommend or sell insurance products. Keybridge Capital is a single-advisor, independent firm serving individuals, pension and profit-sharing plans, and business entities. The firm employs a value-oriented investment approach focused on dividend growth and offers discretionary and non-discretionary asset management, financial planning, and consulting services. It also provides educational seminars and public workshops on financial planning and retirement topics.
Series 63, Series 65
Quincy, IL
O'Connor Financial Group LLC
Timothy O'Connor is a financial advisor at O'Connor Financial Group LLC with 34 years of industry experience. He has held registrations including Series 63 and Series 65 and has worked at LPL Financial and his own wealth management practice prior to joining his current firm. He has also sold insurance products for over two decades to complement financial planning needs. O'Connor Financial Group LLC provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and business entities. The firm emphasizes a long-term, risk-focused investment approach with diversified portfolios, ongoing monitoring, and in-house tax preparation services.
CFP®, Series 66
Quincy, IL
PurposePath Capital, LLC
Michael Disalvo is a CFP® with 16 years of industry experience, currently serving as an advisor at PurposePath Capital, LLC since 2021. He previously worked at Krilogy Financial for 10 years. Disalvo is co-owner of PPC Tax, LLC, a tax preparation firm based in Quincy, IL. PurposePath Capital provides portfolio management and financial planning services to individuals, high-net-worth clients, entities, and 401(k) plans, managing approximately $63 million for around 135 clients. The firm employs a Modern Portfolio Theory-based investment process using diversified ETFs, mutual funds, equities, fixed income, and private funds.
Series 63, Series 65
Quincy, IL
O'Connor Financial Group LLC
Daniel Westergaard is a financial advisor at O'Connor Financial Group LLC with 10 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at First Trust Advisors L.P., First Trust Portfolios L.P., and J.P. Morgan Institutional Investments, Inc. O'Connor Financial Group provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and business entities. The firm employs a risk-focused, long-term investment approach using diversified portfolios and periodic rebalancing, alongside services such as retirement and estate planning, insurance and education planning, and in-house tax preparation.
CFP®, Series 63, Series 65
Quincy, IL
O'Connor Financial Group LLC
Jackson O'Connor is a CFP® with nine years of industry experience, currently serving as an advisor at O'Connor Financial Group LLC in Quincy, IL. Prior to joining O'Connor Financial Group, he worked at J.P. Morgan Securities and J.P. Morgan Chase Bank from 2016 to 2019. He holds life insurance licensing in addition to his financial certifications. O'Connor Financial Group provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and business entities. The firm employs a risk-based, long-term investment approach using diversified portfolios with ongoing monitoring and annual reviews, and offers additional services including retirement and estate planning, insurance, education planning, tax preparation, and third-party adviser selection.
Series 65
Quincy, IL
IPI Wealth Management, Inc.
Tad Luebbehusen is a financial advisor at IPI Wealth Management, Inc. He holds a Series 65 designation and has over nine years of industry experience, including prior work at Casey Hlubek. IPI Wealth Management provides investment management, financial planning, and access to third-party asset managers and TAMP programs for individuals, businesses, and retirement plans. The firm manages approximately $2.65 billion in client assets and offers proprietary, risk-based model portfolios alongside strategic asset allocation and active manager oversight.
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