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Troy Pedtke

Advisor at AssuredPartners Investment Advisors — Nashville, IL

Updated today

Credentials

Series 66

Experience

5 years

Location

Nashville, IL 62263

AssuredPartners Investment Advisors logo

AssuredPartners Investment Advisors

Multi-team

Total advisors

30

Across 15 offices

Clients per advisor

61 Typical

Avg AUM per client

$691,949 Typical

HNW client ratio

21% Typical

About

Troy Pedtke is a financial advisor with AssuredPartners Investment Advisors, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Kestra Advisory and Carrollton Bank. He is a member and volunteer with the Million Dollar Round Table, an association for financial services professionals. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, and retirement plans. The firm manages several billion in discretionary assets across multiple offices and offers both discretionary and non-discretionary portfolio management, including ERISA plan services and participant education.

Client services

Based on AssuredPartners Investment Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Referrals to unaffiliated investment advisers, college planning

Expertise

Based on AssuredPartners Investment Advisors

Wealth management General estate planning guidance College savings (529s, UTMA, etc.)

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Fee options

Fixed

Financial planning and consulting fixed annual fee between $500 and $20,000; flat annual fee possible for employee benefit plan advisory services.

Commissions

Certain supervised persons receive commission compensation for insurance and securities product sales (outside advisory accounts).

Project-based

Financial planning and consulting up to $250 per hour.

Other

Fee-only: Financial planning and consulting fixed annual fee between $500 and $20,000, and hourly rate up to $250 per hour.

Location

See office

Nashville, IL

9627 Wall St.

Nashville IL 62263

Advisors at this office

7

Most active in

Illinois

Work history

5 years of industry experience

Private Client Services

2024 - Present • 2 years

Nashville, IL

Assured Partners

2024 - Present • 2 years

Nashville, IL

Kestra Advisory

2021 - 2024 • 3 years

Nashville, IL

Kestra Investment Services LLC

2021 - 2024 • 3 years

Nashville, IL

Carrollton Bank

2020 - 2021 • 1 year

O'Fallon, IL

Unemployed

2011 - 2020 • 9 years

O'Fallon, 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 Y

Series 65

Centralia, IL

Terrapene Capital

John Yardley is a financial advisor at Terrapene Capital with a Series 65 designation and no prior industry experience. His professional background includes roles at Yardley Heating and Cooling, Yardley Property, and John's Repairs. Terrapene Capital is a state-registered investment adviser that provides quantitative portfolio management to individuals and institutions via a private pooled vehicle and separately managed accounts. The firm employs machine-learning and quantitative long/short equity models with discretionary risk oversight and serves a small client base including accredited and institutional investors.

Active portfolio management Factor investing / smart beta Options & derivatives strategies Self-Employed
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Ned B

CFP®, Series 63

Nashville, IL

AssuredPartners Investment Advisors

Ned Burns Jr. is a CFP® professional at AssuredPartners Investment Advisors with 32 years of industry experience. He has previously worked with Kestra Advisory and Kestra Investment Services, LLC, and has a longstanding career including roles at Benefit Planning Services Inc and Herling & Schmitt. He is also associated with Modern Woodmen of America. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets through a team of advisors across multiple offices and offers both discretionary and non-discretionary portfolio management using model and custom portfolios.

Wealth management General estate planning guidance College savings (529s, UTMA, etc.)
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Leo B

Series 63, Series 65

Nashville, IL

AssuredPartners Investment Advisors

Leo Barczewski is a financial advisor with AssuredPartners Investment Advisors, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. He previously worked at Kestra Advisory Services, LLC and KESTRA Investment SERVICES, LLC. Barczewski is involved in a family farm operation outside of his advisory role. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets and serves clients through a team of advisors across multiple offices.

Wealth management General estate planning guidance College savings (529s, UTMA, etc.)
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Ashley K

Series 66

Nashville, IL

AssuredPartners Investment Advisors

Ashley Kolweier is a financial advisor with AssuredPartners Investment Advisors in Nashville, Illinois, holding a Series 66 designation and six years of industry experience. She has worked at Kestra Advisory and Kestra Investment Services, LLC, and is also involved with Financial Solutions Midwest, LLC, where she directs trade processing and client requests. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets across multiple offices and offers both discretionary and non-discretionary portfolio management using model and custom portfolios.

Wealth management General estate planning guidance College savings (529s, UTMA, etc.)
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Mason M

Series 66

Nashville, IL

AssuredPartners Investment Advisors

Mason Meyer is a financial advisor with AssuredPartners Investment Advisors in Nashville, IL. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Private Client Services and FSM Wealth. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets across multiple offices and offers both discretionary and non-discretionary portfolio management, including ERISA plan services and client education.

Wealth management General estate planning guidance College savings (529s, UTMA, etc.)
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Brian H

ChFC®, Series 63

Nashville, IL

AssuredPartners Investment Advisors

Brian Heckert is a financial advisor at AssuredPartners Investment Advisors with over 40 years of industry experience. He holds the ChFC® and Series 63 designations. His previous roles include positions at KeStra Advisory Services, LLC, and KESTRA Investment Services, LLC. Outside of advisory work, he is involved in international speaking engagements and participates in mentoring and coaching through organizations such as Top Producers Int, LLC, and Ultimate Advisor Coaching, LLC. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets and serves clients through a multi-office team, offering both discretionary and non-discretionary portfolio management along with fiduciary and third-party administrator capabilities.

Wealth management General estate planning guidance College savings (529s, UTMA, etc.)
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