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Larry Knoble

Advisor at Knoble, Larry H.

Updated today

Location

Sycamore, IL 60178

Credentials

CFP®, Series 63

Industry experience

41 years

About

Larry Knoble is a CFP® with 41 years of experience in the financial industry. He has been affiliated with OSAIC since 1989. In addition to his advisory work, he sells life, disability, long-term care, dental, and health insurance, as well as fixed annuities. Knoble, Larry H. is an independent firm serving clients with personalized financial advice, including investment analysis and portfolio rebalancing based on risk tolerance.

Client services

Based on Knoble, Larry H.

Financial planning

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Location

1205 Dekalb Ave

Sycamore, IL 60178

Most active in

Illinois · Texas

Work history

OSAIC

1989 - Present (37 years)

Disclosures

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

Business activities & affiliations

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Barry F

CFP®, Series 63

Sycamore, IL

Family First Wealth Management

Barry Federici is a CFP® professional with six years of experience in financial advising. He is the owner of Family First Wealth Management in Sycamore, IL, and has prior work experience including 30 years in the United States Marine Corps and legal studies at NIU Law School. In addition to his advisory role, he owns Saluting Success, LLC, a property management trust. Family First Wealth Management provides investment management and financial planning primarily for individual clients, employer-sponsored retirement plans, and charitable organizations. The firm’s investment approach centers on diversification and asset allocation based on Modern Portfolio Theory, offering both strategic and tactical allocation with the option to incorporate third-party managers. It also provides employee benefit plan consulting and pension-plan advisory services, supported by the principal’s interdisciplinary background as a licensed attorney, CPA, and CFP.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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David T

Series 63, Series 65

Elburn, IL

Toellen Capital Management, LLC

David Toellen is the principal of Toellen Capital Management, LLC, an independent advisory firm based in Elburn, Illinois. He holds Series 63 and Series 65 licenses and has over ten years of industry experience, including a decade at First Trust Portfolios L.P. prior to founding his current firm. Toellen Capital Management provides discretionary managed-account services and investment advice to individuals and high-net-worth clients, with a focus on customized investment strategies that consider client objectives, risk tolerance, and time horizon. The firm employs various techniques such as asset allocation, dollar-cost averaging, and technical analysis, and it uses third-party service providers incorporating artificial intelligence and machine learning.

Annuities
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Scott N

Series 65

Sycamore, IL

Newport Investment Advisors, Inc.

Scott Newport is the sole advisor at Newport Investment Advisors, Inc. in Sycamore, Illinois, holding a Series 65 credential with 28 years of industry experience. He has led Newport Investment Advisors since 1996 and has provided farming business analysis services as CEO of Illinois Farm Business Farm Management since 1989. Newport Investment Advisors offers wealth and portfolio management services to individuals, corporations, non-profits, foundations, trusts, and qualified plans, managing approximately $25.2 million. The firm integrates tax and accounting services with investment advice, employing multiple analytical methods and primarily managing assets on a non-discretionary basis.

Active portfolio management General tax planning
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Josiah D

CFA®, Series 65

Malta, IL

Kisher Capital, LLC

Josiah De Ford is a CFA® charterholder and financial advisor at Kisher Capital, LLC with three years of industry experience. He has previously worked at Harvest Investment Services, LLC and Christian Retirement Ministries. Outside of his advisory role, Josiah has taught private music lessons since 2015. Kisher Capital provides discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and small businesses. The firm uses proprietary investment models that combine passive and active strategies with factor-based equity tilts and biblically responsible investing screens, operating through a wrap-fee program with a focus on fee-only fiduciary standards.

Factor investing / smart beta Private / alternative investments Cash flow / budgeting Founder/Business Owner Religious/faith focused

Eric S

CFP®

Malta, IL

Kisher Capital, LLC

My name is Eric Schlosser, and I am a caring, values‑driven CERTIFIED FINANCIAL PLANNER® Professional, and your dedicated fiduciary investment advisor. My mission is simple: to truly put your best interests first. Whether you're a family, business owner, ministry, or organization, I partner closely with you as your advocate to build customized strategies that bring confidence and peace of mind. At home, I’m a grateful husband and proud dad of two. I focus on bringing the same empathy, patience, and commitment to our work together as I would for my family. I believe that strong relationships, whether in family or finance, thrive on trust and genuine care. In our community, I serve as Assistant Treasurer for our local AYSO region, helping youth soccer flourish with responsible stewardship. I also contribute my musical gifts on the worship team at my church. These roles matter deeply to me because serving others is not just what I do, but it’s who I am. What I care about most is helping to solve problems with honesty, faith, and a genuine desire to help you succeed, because your well-being is what matters most to me.

ESG / Sustainable investing General retirement planning Founder/Business Owner Gen X (Born 1965-1980) Intergenerational Families
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James H

Series 63, Series 65, Series 66

Peyton, CO

Kisher Capital, LLC

James Hanley is a financial advisor at Kisher Capital, LLC with 17 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Envoy Advisory Inc., Edward Jones, and USAA in various advisory and financial planning roles. Kisher Capital provides discretionary investment management and financial planning services to individuals, self-directed pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs proprietary investment models incorporating faith-based and outcome-oriented strategies and operates as a wrap-fee program sponsor.

Factor investing / smart beta Private / alternative investments Cash flow / budgeting Founder/Business Owner Religious/faith focused
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