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Laura Dill

Advisor at Legacy Wealth Management, LLC

Updated today

Location

Dieterich, IL

Credentials

Series 63, Series 65, Series 66

Industry experience

12 years

About

Laura Dill is a financial advisor at Legacy Wealth Management, LLC with 11 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining Legacy Wealth Management in 2023, she worked at Wanderwell Consulting, LPL Financial, Cetera Advisor Networks, Goeckner Accounting & Financial Services, and Senior Health Specialties. Legacy Wealth Management is a multi-advisor firm that serves individuals, charitable organizations, and business entities, managing discretionary portfolio management and financial planning through a platform of 35 advisors. The firm offers tailored investment strategies, continuous account monitoring, and access to a broad range of investment options, including the use of third-party money managers and model portfolios.

Client services

Based on Legacy Wealth Management, LLC

Financial planning Portfolio management Selection of other advisers Advisory consulting

Expertise

Based on Legacy Wealth Management, LLC

Options & derivatives strategies Private / alternative investments Concentrated stock management Annuities Retirement income strategy

Occupation focus

Based on Legacy Wealth Management, LLC

Executive

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Fee options

Percentage

$0+: Negotiable, between 0.0% and 2.50% annually; generally lower fees for larger accounts +: Up to 0.50% annually for Illiquid Direct Participation Program Investments (alternative investments)

Commissions

Insurance products sold by licensed agents affiliated with the firm may earn commissions separate from advisory fees; annuities may earn commissions up to 1.5% from Halo Securities, LLC

Performance-based

Performance-based fees up to 20% of growth/performance may be negotiated for qualified clients (clients with at least $1.1 million under management or $2.2 million net worth)

Subscriptions

Monthly subscription fees for ongoing financial planning and advisory services

Other

Fee-only: Fixed fees up to $50,000 per year for financial planning and advisory services, negotiable, billed partly upfront and partly upon completion; ongoing financial planning and advisory services offered via monthly subscription

Location

Dieterich, IL

Most active in

Illinois

Work history

Legacy Wealth Management

2023 - Present (3 years)

Wanderwell Consulting

2020 - 2023 (3 years)

LPL Financial, llc

2018 - 2020 (2 years)

Cetera Advisor Networks

2018 - 2018 (1 year)

Goeckner Accounting & Financial Services

2017 - 2019 (2 years)

Senior Health Specialties

2012 - 2017 (5 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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Series 65

Teutopolis, IL

Brucke Financial, Inc.

Jennifer Kinkelaar is a financial advisor at Brücke Financial, Inc. with six years of industry experience and holds the Series 65 designation. She has worked at Brücke Financial since 2019 and is also involved with Kinkelaar Financial Services LLC and Simplicity Group. Outside of her advisory role, she is a partner in Birdin' Falls, LLC, a property ownership partnership. Brücke Financial primarily serves individual and high-net-worth clients, offering portfolio management, financial planning, and pension consulting. The firm employs fundamental analysis, modern portfolio theory, and derivative strategies, and frequently allocates assets to third-party subadvisers, including AI-driven and alternative managers.

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Richard H

ChFC®, Series 63, Series 65

Teutopolis, IL

Brucke Financial, Inc.

Richard Hawickhorst is a ChFC® credentialed advisor at Brücke Financial, Inc. with 43 years of industry experience. He previously worked at PRUCO Securities, LLC and The Prudential Insurance Company of America for nearly four decades before joining Brücke Financial in 2018. Brücke Financial serves individual and high-net-worth clients as well as corporations and employee benefit plans, providing portfolio management, financial planning, and pension consulting. The firm employs fundamental analysis and modern portfolio theory, incorporates options and derivative strategies, and frequently allocates assets to third-party subadvisers, including AI-driven and alternative managers.

Options & derivatives strategies Private / alternative investments Real estate investing General retirement planning Founder/Business Owner
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Luke D

CFP®, Series 66

Teutopolis, IL

Brucke Financial, Inc.

Luke Doedtman is a CFP® with 14 years of experience in the financial services industry. He has worked at Brucke Financial, Inc. since 2018 and previously held positions at Pruco Securities LLC and The Prudential Insurance Company of America. Outside of his advisory work, Doedtman serves as a trustee for Douglas Township, is a board member of Catholic Charities, and participates in fundraising efforts for St. Michael School. Brücke Financial primarily serves individual and high-net-worth clients, as well as corporations and employee benefit plans, offering portfolio management, financial planning, and pension consulting. The firm uses fundamental analysis and modern portfolio theory, incorporates options and derivatives strategies, and frequently allocates assets to third-party subadvisers, including AI-driven and alternative managers.

Options & derivatives strategies Private / alternative investments Real estate investing General retirement planning Founder/Business Owner
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Lauren M

CFP®, Series 66

Effingham, IL

Smith, Moore & Co.

Lauren Meinhart is a CFP® professional with three years of industry experience, currently serving as an advisor at Smith, Moore & Co. since 2022. Her prior roles include positions at Midland States Bank and Doehring Winders & Co., as well as involvement with Indiana State University and the Teutopolis Park District. Smith, Moore & Co. advises individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting through a multi-team approach with approximately 50 advisors managing about $2.0 billion in assets. The firm utilizes both advisor-managed accounts and third-party manager arrangements, employing fundamental and technical analysis across a broad range of investment products.

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Douglas S

Series 63, Series 66

Effingham, IL

Smith, Moore & Co.

Douglas Schultz is a financial advisor at Smith, Moore & Co. with 30 years of industry experience. He has been with Smith, Moore & Co. since 2009 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is also licensed as an insurance agent, providing insurance services in the same office. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting. The firm combines advisor-managed accounts and third-party manager solutions, overseeing approximately $2.0 billion in client assets.

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Nathan S

Series 66

Effingham, IL

Smith, Moore & Co.

Nathan Schultz is a financial advisor at Smith, Moore & Co. with two years of industry experience. He holds the Series 66 designation and has worked with Smith, Moore since 2021. Outside of finance, Schultz is the CEO of Holy Cow Beef Snacks, a beef snack stick distribution business. Smith, Moore & Co. serves individual, high-net-worth, corporate, and pension clients, offering portfolio management, financial planning, and investment consulting. The firm employs a multi-team approach with about 50 advisors managing approximately $2 billion in assets through both advisor-managed accounts and third-party manager arrangements.

Business succession planning Founder/Business Owner Executive
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