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Laura Jean Dill

Advisor at Legacy Wealth Management, LLC — Dieterich, IL

Updated today

Credentials

Series 65, Series 66, Series 63

Experience

12 years

Location

Dieterich, IL

Legacy Wealth Management, LLC logo

Legacy Wealth Management, LLC

Multi-team

Total advisors

53

Across 35 offices

Clients per advisor

62 Typical

Avg AUM per client

$186,710 Very Low

HNW client ratio

4% Very Low

About

Laura Dill is a financial advisor at Legacy Wealth Management, LLC with 12 years of industry experience. She holds Series 65, Series 66, and Series 63 designations. Her prior experience includes roles at Wanderwell Consulting, LPL Financial, Cetera Advisor Networks, Goeckner Accounting & Financial Services, and Senior Health Specialties. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm utilizes in-house model allocations, sub-advisers, and a broad investment menu that includes alternative and illiquid investments, tailoring strategies based on client objectives and risk tolerances.

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

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

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Fee options

Fixed

Fixed fees for financial planning, negotiable up to $50,000 per year.

Percentage

$0+: Negotiable up to 2.50% $0+: Up to 0.50% illiquid direct participation program investments (DPP)

Commissions

Insurance commissions earned by persons providing advice who are licensed insurance agents, separate from advisory fees.

Performance-based

Performance-based fees up to 20% of growth are offered for qualified clients (minimum $1.1 million AUM or $2.2 million net worth).

Subscriptions

Monthly subscription available for ongoing financial planning and advisory services.

Other

Fee-only: Fixed fees up to $50,000 per year for financial planning; monthly subscription available for ongoing financial planning services.

Location

See office

Dieterich, IL

Dieterich IL

Advisors at this office

1

Most active in

Illinois

Work history

12 years of industry experience

Legacy Wealth Management

2023 - Present • 3 years

Boise, ID

Wanderwell Consulting

2020 - 2023 • 3 years

Philadelphia, PA

LPL Financial, llc

2018 - 2020 • 2 years

Effingham, IL

Cetera Advisor Networks

2018 - 2018 • 1 year

El Segundo, CA

Goeckner Accounting & Financial Services

2017 - 2019 • 2 years

Effingham, IL

Senior Health Specialties

2012 - 2017 • 5 years

Effingham, IL

Disclosures

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

Business activities & affiliations

user avatar

Jennifer K

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.

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

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
user avatar

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.

Business succession planning Founder/Business Owner Executive
user avatar

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.

Business succession planning Founder/Business Owner Executive
user avatar

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 a Series 66 designation and has been with Smith Moore since 2021. Outside of finance, he is the CEO of Holy Cow Beef Snacks, a beef snack stick distribution business he has operated since 2019. Smith, Moore & Co. provides investment advisory and financial planning services to individual clients, corporations, and pension/profit-sharing plans. The firm employs an open-architecture investment approach that includes proprietary models, individual portfolio construction, and outsourced managers, offering a range of investments from stocks and bonds to alternative assets.

Business succession planning Founder/Business Owner Executive
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