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Michael Arthur Crouch

Advisor at LPL Financial — Woodstock, IL West Jackson Street

Updated today

Credentials

Series 63, Series 65

Experience

26 years

Location

Woodstock, IL

LPL Financial logo

LPL Financial

Institution

Total advisors

22,923

Across 11,246 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Michael Crouch is a financial advisor with LPL Financial in Woodstock, IL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Merrill and Avantax Advisory Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a broad range of non-advisory financial products.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Woodstock, IL West Jackson Street

225 West Jackson Street

Woodstock IL 60098

Advisors at this office

2

Most active in

Illinois

Work history

26 years of industry experience

LPL Financial

2011 - Present • 15 years

Woodstock, IL

Merrill

2005 - 2011 • 6 years

IL

Avantax Advisory services

2000 - 2004 • 4 years

Crystal Lake, IL

Disclosures

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

Business activities & affiliations

James M

Series 65

Algonquin, IL

Hendricks Wealth and Estate Management

James Madl is a financial advisor at Hendricks Wealth and Estate Management with a Series 65 designation and four years of industry experience. Hendricks Wealth and Estate Management advises individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a range of analytical approaches and integrates financial planning with tax, insurance, and corporate-structure considerations, providing coordinated legal, tax, and insurance services through affiliated professionals.

General retirement planning Income planning Equity compensation tax strategy Business Financial Management
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John P

CFP®, Series 63, Series 66

Crystal Lake, IL

Piershale Wealth Management, LLC

John Piershale is a CFP® professional with 32 years of industry experience. He is the sole advisor at Piershale Wealth Management, LLC in Crystal Lake, Illinois, and has held prior roles at Origin Financial, Ausdal Financial Partners, Inc., Piershale Financial Group, Inc., and Triad Advisors, Inc. Piershale Wealth Management provides discretionary investment management and a variety of financial planning services to individual clients. The firm emphasizes strategic asset allocation based on Modern Portfolio Theory and fundamental analysis, offering specialized tax and estate planning within a modest, single-advisor model.

General retirement planning Wealth management
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Patrick M

Series 65

Algonquin, IL

Kintail Advisors

Patrick Mcrae is the principal of Kintail Advisors, an independent advisory firm. He holds a Series 65 designation and has professional experience including roles at Kapco Futures, Inc. and CGB Diversified Services, Inc. Mcrae maintains a registration as an associated person and principal at Kapco Futures, where he devotes a significant portion of his time. Kintail Advisors provides discretionary portfolio management to high-net-worth individuals and qualified companies and institutions. The firm manages four long-term model portfolios using technical, fundamental, and quantitative analysis, with allocations ranging from conservative bond and REIT ETFs to higher-beta growth and cryptocurrency ETF components.

Private / alternative investments Real estate investing
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Timothy M

CFP®, Series 63

Lake Barrington, IL

Timothy J McDonald CPA CFP

Timothy McDonald is the sole advisor at Timothy J McDonald CPA CFP, an independent firm based in Lake Barrington, IL. He holds CFP® and Series 63 designations and has 27 years of industry experience. He is also a partner in the CPA firm McDonald Doherty & Co., where he has been active since 1988. The firm provides personalized financial planning and investment management to individuals and families, integrating tax planning with investment strategies. It employs a combination of fundamental and technical analysis and asset allocation tailored to clients’ risk tolerance and goals, managing approximately $65 million across about 60 client relationships.

General retirement planning General tax planning Wealth management General estate planning guidance

Anton P

CFP®, CPA, EA

Crystal Lake, IL

Sansone CPA & Financial

Anton specializes in retirement planning, business tax strategy, and personalized financial advice designed to reduce taxes and support long-term financial goals. Whether you’re a solo entrepreneur, a growing practice, or planning for life after work, he delivers clear, actionable guidance tailored to your situation. Most advisors specialize in either taxes or investments. Anton holds the credentials and the responsibility for both — which is what lets Sansone coordinate the two sides of your financial life under a single strategy.

Business ownership considerations Retirement income strategy General retirement planning Founder/Business Owner
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Trevor J

Series 65

Richmond, IL

Dream Weaver Financial Planning LLC

Trevor Johnson is the sole advisor at Dream Weaver Financial Planning LLC, an independent registered investment adviser based in Richmond, Illinois. He holds a Series 65 credential and has two years of industry experience, including five years at Discover Financial Services and five years at I Am! I Can!. Dream Weaver Financial Planning serves individual and high-net-worth clients with discretionary asset management, full financial planning, and consulting engagements. The firm uses fundamental analysis and Modern Portfolio Theory to create customized portfolios and manages accounts on a discretionary basis with quarterly reviews.

General retirement planning Income planning Tax-loss harvesting Wealth management
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