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Timothy Ross Bacus

Advisor at Pacesetter Financial Group, L.L.C. — Lincoln, IL

Updated today

Credentials

CFP®, Series 66

Experience

8 years

Location

Lincoln, IL 62656-2858

Pacesetter Financial Group, L.L.C. logo

Pacesetter Financial Group, L.L.C.

Supported

Total advisors

4

Clients per advisor

90 High

Avg AUM per client

$418,274 Low

HNW client ratio

14% Low

About

Timothy Bacus is a CFP® professional with eight years of industry experience, currently serving at Pacesetter Financial Group, L.L.C. He previously worked at Ameriprise Financial, Inc. and Lincoln Christian University. In addition to his financial advising role, Timothy works as an accountant at J.M. Abbott & Associates, Ltd., a certified public accounting firm co-owned by the same majority partners as Pacesetter Financial Group. Pacesetter Financial Group advises individuals, trusts, business entities, tax-exempt organizations, and company-sponsored retirement plans, offering portfolio management, financial planning, and 401(k) advisory services. The firm employs Modern Portfolio Theory to construct diversified portfolios, often utilizing funds from Dimensional Fund Advisors, and integrates tax and accounting services through its affiliation with a sister CPA firm.

Client services

Based on Pacesetter Financial Group, L.L.C.

Financial planning Portfolio management Pension consulting

Expertise

Based on Pacesetter Financial Group, L.L.C.

Wealth management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Pacesetter Financial Group, L.L.C.

Founder/Business Owner

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Fee options

Fixed

Additional services may be charged fixed fees; specifics not stated

Percentage

$0 - $500,000: 1.00% annually (Diversified Portfolio, Individual Clients) $500,000 - $1,000,000: 0.75% annually (Diversified Portfolio, Individual Clients) $1,000,000+: 0.50% annually (Diversified Portfolio, Individual Clients) $0+: 0.40% annually (Fixed Income Portfolio, Individual Clients) $0 - $500,000: 0.75% annually (Company-Sponsored 401(k) Plan Clients) $500,000 - $1,000,000: 0.60% annually (Company-Sponsored 401(k) Plan Clients) $1,000,000 - $4,000,000: 0.45% annually (Company-Sponsored 401(k) Plan Clients) $4,000,000 - $7,500,000: 0.30% annually (Company-Sponsored 401(k) Plan Clients) $7,500,000+: 0.20% annually (Company-Sponsored 401(k) Plan Clients)

Project-based

Additional services may be charged hourly; specific rates not stated

Other

Minimum fee: Minimum annual fee of $100 per client (Individual) or per plan (401(k) Plan), prorated for partial years Fee-only: Additional/supplemental services may be charged hourly or fixed fee; specifics not stated

Location

Lincoln, IL

207 S. McLean Street

Lincoln IL 62656-2858

Advisors at this office

4

Most active in

Illinois

Work history

8 years of industry experience

Pacesetter Financial Group, LLC

2017 - Present • 9 years

Lincoln, IL

Ameriprise Financial, Inc.

2017 - 2017 • 1 year

Peoria, IL

Lincoln Christian University

2012 - 2017 • 5 years

Lincoln, 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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Connor K

Series 65

Lincoln, IL

Pacesetter Financial Group, L.L.C.

Connor Koberlein is a financial advisor at Pacesetter Financial Group, L.L.C. in Lincoln, Illinois. He holds a Series 65 credential and has approximately one year of industry experience. His prior work includes roles at J.M. Abbott & Associates and Culver's. Pacesetter Financial Group advises individuals, trusts, business entities, tax-exempt organizations, and retirement plans. The firm applies Modern Portfolio Theory to build diversified portfolios primarily with mutual funds and provides discretionary and non-discretionary portfolio management along with 401(k) advisory services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Kristen L

CFP®, Series 65

Lincoln, IL

Pacesetter Financial Group, L.L.C.

Kristen Lanning is a CFP® and holds a Series 65 license, with 21 years of industry experience. She has been with Pacesetter Financial Group, L.L.C. since 2001. Pacesetter Financial Group serves individuals, trusts, business and tax-exempt entities, and sponsors of 401(k) plans, managing approximately $145 million. The firm uses Modern Portfolio Theory to create diversified portfolios with disciplined asset-class mutual funds and provides personalized portfolio management, 401(k) plan design and oversight, limited financial planning, and 529 college savings plan services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Andrew F

Series 65

Lincoln, IL

Pacesetter Financial Group, L.L.C.

Andrew Fitzpatrick is a financial advisor with Pacesetter Financial Group, L.L.C. in Lincoln, Illinois, holding a Series 65 license and possessing 16 years of industry experience. He has worked concurrently at J.M. Abbott & Associates, Ltd., a certified public accounting firm, where he is a certified public accountant assisting with tax returns, financial statements, tax planning, and business consulting. Both firms share common ownership and complementary services. Pacesetter Financial Group advises individuals, trusts, business and tax-exempt entities, and sponsors of company-sponsored 401(k) plans, managing approximately $145 million across discretionary and non-discretionary accounts. The firm applies Modern Portfolio Theory to build diversified portfolios mainly using asset-class mutual funds and provides personalized portfolio management as well as 401(k) plan design, oversight, and participant support.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Kathryn S

CFP®, Series 63, Series 66

Lincoln, IL

Private Advisor Group, LLC

Kathryn Schneider is a CFP® professional with 27 years of industry experience, currently affiliated with Private Advisor Group, LLC since 2021. She has previously worked at LPL Financial and Level Four Advisory Services, with a background that includes health insurance agency work and personal support services outside the investment field. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to various third-party asset management programs.

Retired Founder/Business Owner
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Nathaniel N

Series 63, Series 66

Lincoln, IL

LPL Financial

Nathaniel Neal is a financial advisor with LPL Financial in Lincoln, Illinois, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. He has been with LPL Financial since 2012 and also operates Nathan Neal Tax Service, which he founded in 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
user avatar

Stacy T

CFP®, Series 63

Lincoln, IL

LPL Financial

Stacy Tedrick is a CFP®-designated financial advisor with LPL Financial in Lincoln, IL, bringing 17 years of industry experience. She has been with LPL Financial since 2008. LPL Financial is a national investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and uses both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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