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Richard A May

Advisor at Cetera — Peru, IL Fourth Street

Updated today

Credentials

Series 63, Series 65

Experience

20 years

Location

Peru, IL 61354

Cetera logo

Cetera

Institution

Total advisors

10,217

Across 5,123 offices

Clients per advisor

78 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Richard May is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 20 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2005. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm operates as a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Peru, IL Fourth Street

1910 Fourth Street

Peru IL 61354

Advisors at this office

1

Most active in

Illinois · Texas

Work history

20 years of industry experience

Cetera

2005 - Present • 21 years

Schaumburg, IL

Cetera Financial Specialists LLC

2005 - Present • 21 years

Schaumburg, IL

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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John B

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.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Active portfolio management Options & derivatives strategies Real estate investing
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Gregory V

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.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Active portfolio management Options & derivatives strategies Real estate investing
user avatar

Michael B

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.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Active portfolio management Options & derivatives strategies Real estate investing
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Ian N

Series 65

Hennepin, IL

Cyr Financial Inc.

Ian Nichols is a Series 65-licensed financial advisor with Cyr Financial Inc. in Princeton, IL, bringing seven years of industry experience. His background includes roles at Nordstrom Farms and Thacker Farms, as well as a position at Illinois Valley Community College. Nichols serves as a board member trustee for the Starved Rock Flying Club. Cyr Financial serves individuals, high net worth clients, trusts, estates, and retirement plans, offering discretionary investment management along with financial and estate planning services. The firm uses proprietary investment models and a variety of securities to build customized portfolios, providing continuous account monitoring and both project-based and ongoing planning engagements.

Active portfolio management Private / alternative investments Annuities General retirement planning
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Andrea B

Series 65

Hennepin, IL

Cyr Financial Inc.

Andrea Brannon is a financial advisor at Cyr Financial Inc. with four years of industry experience. She holds the Series 65 designation and has been with Cyr Financial since 2012. Cyr Financial serves individuals, high net worth clients, trusts, estates, and retirement plans by offering discretionary investment management alongside financial and estate-planning services. The firm uses proprietary investment models across various asset classes and provides ongoing planning, tax and accounting services, and estate document preparation.

Active portfolio management Private / alternative investments Annuities General retirement planning
user avatar

Caleb B

CFP®, ChFC®, Series 63

Hennepin, IL

Cyr Financial Inc.

Caleb Bjerk is a CFP® and ChFC® with seven years of experience in financial advising. He is currently with Cyr Financial Inc., where he has worked since 2026. His prior experience includes roles at Modern Wealth Management, Wade Financial Advisory, Northwestern Mutual Investment Services, and Adam Goetzka. Cyr Financial serves individuals, high net worth clients, trusts, estates, and retirement plans by providing discretionary investment management alongside financial planning and estate-planning services. The firm uses proprietary investment models and a variety of asset classes, offering continuous account monitoring and both project-based and ongoing planning engagements.

Active portfolio management Private / alternative investments Annuities General retirement planning
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