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Thomas William Stoecker

Advisor at Cetera — Virden, IL

Updated today

Credentials

Series 63, Series 65

Experience

32 years

Location

Virden, IL 62690

Cetera logo

Cetera

Institution

Total advisors

10,171

Across 5,094 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Thomas Stoecker is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior work includes roles at Summit Financial Group, Inc. and Legacy Financial Group. Outside of his advisory work, he serves in local government and community roles, including as Treasurer and Honor Guard Captain of the American Legion, Shaw's Point Township Supervisor, a member of the Macoupin County Board of Review, and Chairman of the Macoupin County Republican Central Committee. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform, featuring options from automated allocations to custom strategies, with over $256 billion in assets managed and a network exceeding 10,000 advisors.

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

Virden, IL

160 N Dye St

Virden IL 62690

Advisors at this office

1

Most active in

Illinois · Texas

Work history

32 years of industry experience

Cetera

2023 - Present • 3 years

Schaumburg, IL

Cetera Wealth Services, LLC

2019 - Present • 7 years

El Segundo, CA

Summit Financial Group,Inc

2001 - 2021 • 20 years

Springfield, IL

Summit Brokerage Services, Inc

2001 - 2019 • 18 years

Anchorage, AK

Legacy Financial Group

2000 - Present • 26 years

Springfield, 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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Bradley B

CFP®, Series 63, Series 65

Chatham, IL

Bobb Financial Incorporated

Bradley Bobb is a CFP® with 24 years of industry experience and is the sole advisor at Bobb Financial Incorporated, an independent advisory firm based in Chatham, IL. His work history includes roles at United Planners Financial Services and Federal Consulting. The firm offers discretionary investment management and modular financial planning services, managing approximately $86.1 million in assets for individuals, high-net-worth clients, and businesses. Bobb Financial primarily uses passive, asset-class-based portfolios with index mutual funds and ETFs, supplemented by fundamental and technical analysis, and is noted for providing educational seminars and paid speaking engagements.

Business sale tax planning Founder/Business Owner
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Andrew M

CFP®, Series 66

Virden, IL

Maynerich Financial

Andrew Maynerich is a CFP® with 14 years of experience in the financial services industry. He is a principal at Maynerich Financial and has previously worked at ICA Group Wealth Management, LPL Financial, and Investment Centers of America. Outside of finance, he teaches tap dance classes and works as a choreographer for local theater and schools. Maynerich Financial manages approximately $122.5 million for nearly 480 clients, offering portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm employs a combination of fundamental, technical, cyclical, and economic analysis to create customized asset-allocation strategies and utilizes both long- and short-term approaches.

Retirement income strategy Social Security optimization General tax planning Wealth management
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Ethan T

Series 65

Virden, IL

Maynerich Financial

Ethan Thomas is a financial advisor at Maynerich Financial with two years of industry experience. He holds a Series 65 designation and has worked primarily with Maynerich Financial since 2021, with earlier roles in retail and education. In addition to his advisory work, Ethan owns EFNF LLC, an online consulting business serving e-commerce and Amazon sales clients. Maynerich Financial manages approximately $122.5 million for nearly 480 clients, offering portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm uses a combination of fundamental, technical, cyclical, and economic analysis to create tailored asset-allocation strategies, operating mainly under discretionary authority.

Retirement income strategy Social Security optimization General tax planning Wealth management
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Chris H

Series 63, Series 65

Carlinville, IL

IPI Wealth Management, Inc.

Chris Hammann is a financial advisor with IPI Wealth Management, Inc. in Carlinville, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Investment Planners, Inc. since 1997. Outside of advising, Hammann is involved as a musician with Miles Station Music and owns a farm. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans, offering portfolio management, financial planning, and access to third-party manager programs. The firm employs an open-architecture investment platform with risk-based model suites and utilizes an outsourced-agent operational model for trade execution and reporting.

ESG / Sustainable investing Retirement income strategy
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Anna S

Series 66

Chatham, IL

Kestra Advisory

Anna Sohm is a financial advisor with Kestra Advisory who holds a Series 66 designation and has 26 years of industry experience. She has been with Kestra Advisory and its affiliated firm Kestra Investment Services since 2016. Outside of her advisory work, Sohm is the head coach for a middle school running team and serves as President Elect of the Springfield Muni Opera board. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and investment advice, managing approximately $79.8 billion in assets and serving a broad range of investors including sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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David C

Series 63, Series 65

Chatham, IL

Kestra Advisory

David Coonrod is an advisor at Kestra Advisory with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Kestra Advisory since 2016. In addition to his advisory role, he is president of Coonrod & Associates, P.C., a tax and accounting firm, and serves as a trustee for Chatham Baptist Church. He is also a musician. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including plan design, fiduciary consulting, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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