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Taylor Nicole Armstrong

Advisor at Armstrong & Associates, Inc. — Ottawa, IL

Updated today

Credentials

Series 66

Experience

9 years

Location

Ottawa, IL 61350

Armstrong & Associates, Inc. logo

Armstrong & Associates, Inc.

Supported

Total advisors

3

Clients per advisor

0 Very Low

Avg AUM per client

HNW client ratio

About

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.

Client services

Based on Armstrong & Associates, Inc.

Financial planning

Expertise

Based on Armstrong & Associates, Inc.

General retirement planning Business Financial Management

Occupation focus

Based on Armstrong & Associates, Inc.

Founder/Business Owner

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Fee options

Commissions

Commissions earned from insurance product sales and securities transactions through affiliated broker/dealer

Project-based

$150.00 per hour

Other

Fee-only: $150.00 per hour

Location

Ottawa, IL

1410 Aquarius Circle

Ottawa IL 61350

Advisors at this office

3

Most active in

Illinois · Texas

Work history

9 years of industry experience

Raymond James Financial Services Advisors INC.

2017 - Present • 9 years

Ottawa, IL

RAYMOND JAMES FINANCIAL SERVICES, Inc.

2017 - Present • 9 years

Ottawa, IL

Armstrong & Associates, Inc.

2017 - Present • 9 years

Ottawa, IL

RAYMOND JAMES FINANCIAL SERVICES, Inc.

2016 - 2017 • 1 year

Ottawa, IL

RAYMOND JAMES FINANCIAL SERVICES, Inc.

2016 - 2016 • 1 year

Ottawa, 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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Ethan A

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.

General retirement planning Business Financial Management Founder/Business Owner
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Bradley A

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.

General retirement planning Business Financial Management Founder/Business Owner
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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
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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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John A

Series 63

Ottawa, IL

Cambridge Investment Research Advisors

John Armstrong is a Series 63-licensed advisor with 33 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2020. He previously worked at Raymond James Financial Services and runs a personal farming property management business. Armstrong also serves as a board member of Ottawa Savings Bank. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, employing proprietary and third-party strategies across multiple platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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