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Thomas Torossian

Advisor at Cetera — Freeport, IL

Updated today

Credentials

Series 66

Experience

8 years

Location

Freeport, IL 61032

Cetera logo

Cetera

Institution

Total advisors

10,217

Across 5,122 offices

Clients per advisor

78 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Thomas Torossian is a financial advisor at Cetera with eight years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, Edward Jones, and TCF National Bank. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

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

Freeport, IL

1718 S Dirck Dr

Freeport IL 61032

Advisors at this office

1

Most active in

Illinois

Work history

8 years of industry experience

Cetera

2025 - Present • 1 year

Freeport, IL

State Bank

2025 - Present • 1 year

Freeport, IL

Cetera Investment Services Llc

2025 - Present • 1 year

St Cloud, MN

Bank of America, N.A.

2023 - 2025 • 2 years

Rockford, IL

Merrill

2022 - 2025 • 3 years

Rockford, IL

Edward Jones

2018 - 2022 • 4 years

St Louis, MO

TCF National Bank

1995 - 2018 • 23 years

Burr Ridge, IL

Disclosures

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

Business activities & affiliations

user avatar

Robert E

Series 65

Davis, IL

Stonebrook Capital Management, Inc.

Robert Endres is a financial advisor at Stonebrook Capital Management, Inc. with 13 years of industry experience. He holds the Series 65 designation and has been with Stonebrook Capital since 2012. Stonebrook Capital Management provides personalized financial planning and investment management services to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages diversified portfolios using a combination of fundamental and technical analysis, with an emphasis on downside risk management.

General retirement planning Cash flow / budgeting Retired Founder/Business Owner
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Todd R

Series 65

Freeport, IL

Lucas Group Financial Advisors, LLC

Todd Reno is a financial advisor at Lucas Group Financial Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Regal Investment Advisors, Jones Long LaSalle, and Collins Aerospace. Lucas Group Financial Advisors provides investment management, financial planning, and employee benefit plan advisory services to individuals, trusts, small businesses, and foundations. The firm serves a broad client base using a long-term, evidence-based investment approach centered on diversified passive funds and employs third-party sub-advisers for portfolio management.

Passive / index investing General tax planning Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Wealth management Founder/Business Owner Retired
user avatar

Andrew S

Series 65

Freeport, IL

Lucas Group Financial Advisors, LLC

Andrew Stewart is a financial advisor at Lucas Group Financial Advisors, LLC with nine years of industry experience. He holds the Series 65 designation and has worked at multiple related firms, including six years at Regal Investment Advisors, LLC. Outside of his advisory role, Stewart serves as a football coach at Freeport Middle School and is the Board President of Freeport Phantoms Youth Football and Cheer. He also sits on the board of The Foundation for Northwest Illinois. Lucas Group Financial Advisors provides investment management, financial planning, and employee benefit plan advisory services to individuals, trusts, small businesses, and foundations. The firm uses a long-term Modern Portfolio Theory approach with diversified, passive, and evidence-based investments, and collaborates with an affiliated accounting firm for coordinated tax and financial services.

Passive / index investing General tax planning Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Wealth management Founder/Business Owner Retired
user avatar

Lucas B

CFP®, Series 65, Series 63

Freeport, IL

Lucas Group Financial Advisors, LLC

Lucas Beggin is a CFP® professional with 12 years of industry experience, currently serving at Lucas Group Financial Advisors, LLC. He has worked at multiple related firms since 2010 and is also a partner at Lucas Groups CPA+ Advisors, a public accounting and management firm. Beggin holds board positions with the non-profit Parkview Homes and serves as treasurer for the Highland College Foundation. Lucas Group Financial Advisors provides investment management, financial planning, and employee benefit plan advisory services to individuals, trusts, small businesses, and foundations. The firm employs a long-term, evidence-based approach emphasizing diversified, passive mutual funds and ETFs, while coordinating closely with its affiliated accounting firm to integrate financial and tax services.

Passive / index investing General tax planning Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Wealth management Founder/Business Owner Retired
user avatar

Katherine D

CFP®, Series 66

Freeport, IL

Lucas Group Financial Advisors, LLC

Katherine Downing is a CFP® professional with 12 years of experience in the financial industry. She currently works at Lucas Group Financial Advisors, LLC and previously held roles at Regal Investment Advisors, Regulus Financial Group, LLC, and Axa Advisors, LLC. Downing is also licensed as an insurance agent, providing life insurance and annuity services. Lucas Group Financial Advisors offers discretionary and non-discretionary investment management, financial planning, and employee benefit plan advisory services to individuals, trusts, small businesses, and foundations. The firm employs a long-term Modern Portfolio Theory approach using diversified, passive, evidence-based mutual funds and ETFs, and coordinates closely with an affiliated accounting firm for integrated client services.

Passive / index investing General tax planning Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Wealth management Founder/Business Owner Retired
user avatar

Michael S

CFP®, Series 63, Series 65

Freeport, IL

Lucas Group Financial Advisors, LLC

Michael Sullivan is a CFP® professional with 32 years of experience in financial advising. He currently works at Lucas Group Financial Advisors, LLC and previously worked at Cambridge Investment Research Advisors and Wallem Associates, Inc. Lucas Group Financial Advisors provides investment management, financial planning, and employee benefit plan advisory services to individuals, trusts, small businesses, and foundations. The firm serves a diverse client base and employs a long-term Modern Portfolio Theory approach using diversified, passive, and evidence-based mutual funds and ETFs.

Passive / index investing General tax planning Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Wealth management Founder/Business Owner Retired
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