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
Series 63, Series 65
Experience Industry experience
30 years
Location
Rockton, IL
Robert Baird & Co.
Institution
Mary Laudicina is a financial advisor at Robert W. Baird & Co. with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Robert W. Baird since 2008. In addition to her advisory role, she has worked as a part-time independent beauty consultant for Mary Kay Cosmetics, Inc. since 1997. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients with customized financial planning and portfolio management services.
Based on Robert Baird & Co.
Flat fees available for specific services or financial plans; negotiated per client agreement.
$0 - $10,000,000: Negotiable $10,000,001 - $25,000,000: 0.60% $25,000,001 - $50,000,000: 0.45% $50,000,001 - $75,000,000: 0.30% $75,000,001 - $100,000,000: 0.15% $100,000,001+: Negotiable
Brokerage commissions and related fees may apply for securities transactions; separate from advisory fees.
Hourly consulting or advisory rates available; details negotiated per client agreement.
Account minimum: $50,000 Minimum fee: Minimum quarterly advisory fee may be assessed; minimum annual advisory fee of $60,000 may apply for DDK Fee-only: Flat or hourly fees available; specific fees negotiated and detailed in client agreements.
Rockton, IL
Rockton IL
Advisors at this office
1
Florida · Illinois · Texas · Wisconsin
30 years of industry experience
Robert W. Baird & Co
2008 - Present • 18 years
Rockford, IL
Mary Kay Cosmetics, Inc.
1997 - Present • 29 years
Rockford, 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.
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.
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:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
CFP®, Series 63, Series 65
Loves Park, IL
Quam Wealth Advisory Group LLC
Donna Quam is a CFP® professional with 28 years of industry experience, currently serving as the principal of Quam Wealth Advisory Group LLC since 2010. She is also a licensed insurance agent representing multiple companies, offering clients a range of insurance products including life, disability, long-term care, homeowners, auto, and Medicare supplements. Quam Wealth Advisory Group provides asset management and financial planning services to individuals, trusts, retirement plans, tax-exempt organizations, and other entities. The firm employs a portfolio approach utilizing mutual funds, ETFs, and individual securities, with a focus on non-discretionary accounts and offers both asset-based advisory services and standalone financial planning engagements.
Series 63, Series 65
Loves Park, IL
DiBenedetto & Associates Ltd
Jeffrey Dibenedetto is a financial advisor at DiBenedetto & Associates Ltd with 9 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2004. DiBenedetto & Associates Ltd provides discretionary investment advisory and supervisory services to individuals, family trusts, charitable foundations, business entities, and retirement plans. The firm employs a long-term, buy-and-hold investment approach with customized, diversified asset allocations, combining actively managed mutual funds with individual stocks, bonds, CDs, and REITs.
Series 63, Series 65
Rockford, IL
DiBenedetto & Associates Ltd
Alex Dibenedetto is a financial advisor at DiBenedetto & Associates Ltd with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fox & Henry, Inc. since 1998. DiBenedetto & Associates Ltd provides discretionary investment advisory and supervisory services to individuals, family trusts, charitable foundations, business entities, and retirement plans, managing over $312 million in assets across approximately 318 client relationships. The firm employs a long-term, buy-and-hold investment approach with customized diversified asset allocations and integrates independent insurance brokerage services excluding commission-based insurance products from assets under management.
ChFC®, Series 63
Rockford, IL
DiBenedetto & Associates Ltd
Charles Dibenedetto is a ChFC® credentialed financial advisor with 26 years of industry experience. He has been associated with DiBenedetto & Associates Ltd since 1981 and Fox & Henry, Inc. since 1982. DiBenedetto & Associates Ltd provides discretionary investment advisory and supervisory services to individuals, family trusts, charitable foundations, business entities, and retirement plans. The firm employs a long-term, buy-and-hold investment approach with custom, diversified asset allocations and combines advisory services with independent insurance brokerage, excluding commission-paid insurance products from assets under management.
CFP®, Series 65, Series 63
Loves Park, IL
Klaas Financial Asset Advisors, LLC.
Nathan Breiby is a CFP®-designated financial advisor with 12 years of industry experience. He is currently with Klaas Financial Asset Advisors, LLC, where he has worked since 2020. His prior experience includes roles at Basepoint Wealth LLC, MidwestOne Bank, LPL Financial, Cetera, and American Trust & Savings Bank. Klaas Financial Asset Advisors serves individuals, small businesses, retirement plan sponsors, and brokerage clients through discretionary portfolio management, financial planning, tax preparation, and retirement-plan services. The firm emphasizes long-term, asset-allocation strategies with diversified investment approaches tailored to clients’ goals and offers both fiduciary retirement-plan management and participant education.
CFP®, Series 63, Series 66
Loves Park, IL
Klaas Financial Asset Advisors, LLC.
Liane Warcup is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Klaas Financial Asset Advisors, LLC. She joined Klaas in 2025 after spending 20 years at Clarus Financial Planning. Klaas Financial Asset Advisors serves individual and high-net-worth clients, small businesses, and retirement plans, offering discretionary portfolio management, financial planning, and consulting services. The firm emphasizes diversified, long-term asset allocation strategies and combines discretionary wrap-fee management with in-house tax preparation and a professional referral network.
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