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, Series 66
Experience Industry experience
25 years
Location
Ottawa, IL
LPL Financial
Institution
Patricia Dailey is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and over 25 years of industry experience. Her career includes roles at Ameritas Investment Company, Primerica Financial Services, Horace Mann Companies, JP Morgan Chase, and other firms. Outside of finance, she works as a certified fitness trainer and sports nutritionist on a part-time basis. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.
Based on LPL Financial
Flat fees negotiated between IAR and client for financial planning and consulting services.
Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.
Hourly fees up to $500 per hour for financial planning and consulting services.
Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.
Ottawa, IL
Ottawa IL
Advisors at this office
1
Illinois · South Carolina
25 years of industry experience
LPL Financial LLC
2022 - Present • 4 years
Yorkville, IL
Ameritas Investment Company, LLc
2022 - 2022 • 1 year
Lincoln, NE
Ameritas Advisory Services, LLC
2022 - 2022 • 1 year
Lincoln, NE
Primerica Financial services
2021 - 2022 • 1 year
Duluth, GA
Brookstone Capital Management
2021 - 2021 • 1 year
Wheaton, IL
Primerica Financial services
2019 - 2021 • 2 years
Duluth, GA
Horace Mann Companies
2018 - 2019 • 1 year
Springfield, IL
Horace Mann Investors, Inc.
2018 - 2019 • 1 year
Springfield, IL
Palmer Klaas Financial Group Regulus Advisors
2017 - 2018 • 1 year
Rockford, IL
JP Morgan Chase
2017 - 2017 • 1 year
Rockford, IL
JP Morgan Securities LLC
2017 - 2017 • 1 year
Rockford, IL
Cardinal Staffing
2017 - 2017 • 1 year
Belvidere, IL
Mercy Health
2016 - 2017 • 1 year
Rockford, IL
Patti Dailey
2000 - Present • 26 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.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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:
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 66
Ottawa, IL
Armstrong & Associates, Inc.
Taylor Armstrong is a financial advisor with Armstrong & Associates, Inc. and holds a Series 66 designation. He has nine years of industry experience, including positions at Raymond James Financial Services. Outside of advisory work, he is the owner of Invictus Maneo Entertainment LLC, where he develops film scripts and board games. Armstrong & Associates, Inc. provides retirement, estate, and investment planning services for individuals, trusts, estates, and business entities. The firm emphasizes comprehensive financial planning and uses a combination of fundamental and technical security analysis across a broad range of instruments.
Series 66
Ottawa, IL
Armstrong & Associates, Inc.
Ethan Armstrong is a financial advisor with Armstrong & Associates, Inc. in Ottawa, IL, holding a Series 66 designation and nine years of industry experience. He has been with Armstrong & Associates, Inc. since 2017 and is also affiliated with Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. since 2016-2017. Armstrong & Associates, Inc. provides retirement, estate, and investment planning services for individuals, trusts, estates, and business entities. The firm offers comprehensive financial planning and portfolio analysis using a combination of fundamental and technical security analysis and a broad range of investment instruments.
CFP®, Series 63
Ottawa, IL
Armstrong & Associates, Inc.
Bradley Armstrong is a CFP® with 40 years of experience in financial advising. He is president of Armstrong & Associates, Inc., where he has worked since 1987. Armstrong also serves as a director on the board of First Ottawa Bancshares, Inc. Armstrong & Associates, Inc. provides retirement, estate, and investment planning for individuals, trusts, estates, and business entities. The firm offers comprehensive financial planning and uses both fundamental and technical analysis across a broad range of investment instruments.
Series 63, Series 65
Oglesby, IL
Lincolnbridge Financial Planning, LLC
John Bellino is a financial advisor at LincolnBridge Financial Planning, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Wealth Management Company and BTNJT, Inc. Bellino’s background includes roles spanning wealth management and financial services. LincolnBridge Financial Planning manages approximately $39.8 million for about 118 clients, including individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a multi-disciplinary investment process combining fundamental, technical, quantitative, and cyclical analysis to tailor portfolios that may include stocks, bonds, ETFs, options, and alternative investments.
ChFC®, Series 66
Oglesby, IL
Lincolnbridge Financial Planning, LLC
Gregory Vogel is a financial advisor at LincolnBridge Financial Planning, LLC with the ChFC® designation and two years of industry experience. He previously worked at Northwestern Mutual Investment Services LLC and State Farm Insurance, where he spent over three decades. LincolnBridge Financial Planning manages approximately $39.8 million for around 118 clients, including individuals, trusts, pension plans, and business entities. The firm offers asset management, comprehensive portfolio management, financial planning, and retirement plan consulting, utilizing a multi-disciplinary investment process and serving both retail and institutional clients.
ChFC®, Series 63
Oglesby, IL
Lincolnbridge Financial Planning, LLC
Michael Barrie is a ChFC® credentialed financial advisor with 11 years of industry experience. He currently works at Lincolnbridge Financial Planning, LLC and has prior experience at Northwestern Mutual Wealth Management Company and Illinois Valley Community College. Barrie serves as a board member of Illinois Valley Credit Union. Lincolnbridge Financial Planning manages approximately $39.8 million for individuals, trusts, pension and profit-sharing plans, and business entities, offering asset management, comprehensive portfolio management, and retirement plan consulting through a multi-disciplinary investment process.
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