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Mccabe Strothmann

Advisor at J. W. Cole Advisors, Inc.

Updated today

Location

Mt. Vernon, IL 62864

Credentials

Series 66

Industry experience

7 years

About

Mccabe Strothmann is a financial advisor at J.W. Cole Advisors, Inc. with seven years of industry experience. He holds a Series 66 designation and previously worked at First Southern Bank, LPL Financial, and AT&T. Outside of his advisory role, he is the owner of Shepherd Wealth Advisors and maintains an interest in beekeeping through his involvement with HoneyBee Haven. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent advisers. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, employing both discretionary and non-discretionary investment approaches.

Client services

Based on J. W. Cole Advisors, Inc.

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Hourly & fixed rate consulting

Expertise

Based on J. W. Cole Advisors, Inc.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)

Occupation focus

Based on J. W. Cole Advisors, Inc.

Retired Founder/Business Owner

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Fee options

Fixed

Flat fees available for financial planning and consulting services; amounts negotiated

Percentage

$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001+: 0.75%

Commissions

IARs may receive commissions for securities and insurance products when acting as registered representatives or insurance agents

Project-based

Up to $350 per hour for financial planning and consulting

Subscriptions

Ongoing financial planning and consulting services may be charged on a recurring fee basis

Other

Account minimum: $10,000 for Transaction-Based Advisory Account Programs; $100,000 for Asset-Based Advisory Account Program; $10,000 for FMAX Program; no minimum for financial planning services but minimum fee applies Minimum fee: Minimum fee generally 0.25%; maximum fee generally 3.00%; exceptions and waivers possible Fee-only: Financial planning and consulting services offered for hourly fees up to $350/hour, flat fees, or ongoing recurring fees

Location

3307 Broadway Street, Suite 150

Mt. Vernon, IL 62864

Most active in

Illinois

Work history

J.W. Cole Advisors, INC.

2019 - Present (7 years)

J.W. Cole Financial, INc.

2019 - Present (7 years)

First Southern Bank

2018 - 2019 (1 year)

LPL Financial

2018 - 2019 (1 year)

At&T

2000 - 2018 (18 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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Mt. Vernon, IL

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Joseph S

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Mount Vernon, IL

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Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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