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Scott S
Series 63, Series 65
Davenport, IA
Quad-Cities Investment Group, LLC
Scott Stoltenberg is a financial advisor with Quad-Cities Investment Group, LLC in Davenport, IA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Quad-Cities Investment Group since 2010. Outside of his advisory role, Stoltenberg serves on the Planning and Zoning Commission for the City of Bettendorf and is a 50% owner of a car wash business. Quad-Cities Investment Group provides investment advisory and retirement plan consulting services to individuals, trusts, employee benefit plans, charitable organizations, and business entities. The firm manages approximately $375.6 million in client assets and uses a combination of fundamental, technical, and cyclical analysis to construct portfolios that may include derivatives and margin borrowing under documented risk controls.
Amy K
Series 63, Series 65
Davenport, IA
Quad-Cities Investment Group, LLC
Amy Kramer is a financial advisor at Quad-Cities Investment Group, LLC with 14 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at firms including Poterack Capital Advisory, Inc. and Waterstone Financial Group, Inc. Outside of finance, she owns and manages a general carpentry business, Kramer Construction. Quad-Cities Investment Group provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, and businesses. The firm combines technical, cyclical, and fundamental analysis with discretionary account management and utilizes third-party sub-advisors to support its diversified investment strategies.
Jeremy H
CFP®, Series 65
Davenport, IA
Quad-Cities Investment Group, LLC
Jeremy Hauer is a CFP® and Series 65 professional with eight years of industry experience, currently serving as an advisor at Quad-Cities Investment Group, LLC since 2018. Prior to this, he worked at Gemini Fund Services for seven years. Quad-Cities Investment Group provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, and business entities. The firm employs a combination of technical, cyclical, and fundamental analysis and manages discretionary accounts with regular reviews and rebalancing, utilizing third-party sub-advisors and various investment strategies including derivatives and margin transactions within established controls.
Laura S
Series 66
Saugerties, NY
Quad-Cities Investment Group, LLC
Laura Swift is a financial advisor with Quad-Cities Investment Group, LLC, holding a Series 66 designation and 25 years of industry experience. She has been with Quad-Cities Investment Group since 2010. Outside of her advisory role, she serves as a board member and Business Committee Chair for The Arc of the Quad Cities, an organization that promotes equal treatment and support for individuals with disabilities. Quad-Cities Investment Group provides investment advisory and retirement plan consulting services to individuals, trusts, employee benefit plans, charitable organizations, and business entities. The firm manages approximately $375.6 million in assets and employs a blend of fundamental, technical, and cyclical analysis to construct diversified portfolios, including the use of derivatives and margin borrowing within managed accounts, which is a distinctive aspect of their approach.
Mark G
Series 65
Davenport, IA
Quad-Cities Investment Group, LLC
Mark Grywacheski is a Series 65-licensed financial advisor with 10 years of industry experience, currently practicing at Quad-Cities Investment Group, LLC since 2016. He is active in community organizations in Geneseo, Illinois, serving on the boards of the Hammond Henry Hospital Foundation, the Geneseo Is For Tomorrow (GIFT) Foundation, and the Geneseo Chamber of Commerce, where he holds leadership roles in several committees. Quad-Cities Investment Group provides investment advisory and retirement plan consulting services to individuals, trusts, employee benefit plans, charitable organizations, and business entities. The firm manages approximately $375.6 million in client assets and employs a strategy that includes fundamental, technical, and cyclical analysis, with a distinctive use of derivatives and margin borrowing in managed accounts.
David B
Series 66
Davenport, IA
Quad-Cities Investment Group, LLC
David Borcherding is a Series 66 licensed financial advisor with 21 years of industry experience, currently serving at Quad-Cities Investment Group, LLC since 2010. He is a board member and part of the investment committee of the Rotary Club of Iowa Quad Cities. Quad-Cities Investment Group provides investment advisory and retirement plan consulting services to individuals, trusts, employee benefit plans, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis to build diversified portfolios and is noted for its documented use of derivatives and margin borrowing within managed accounts.
Christine M
CFP®, CFA®
Davenport, IA
Quad-Cities Investment Group, LLC
Christine Mcelvania is a CFP® and CFA® professional at Quad-Cities Investment Group, LLC in Davenport, IA, with 13 years of industry experience, all of which she has spent at Quad-Cities Investment Group. Quad-Cities Investment Group provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, and business entities. The firm uses a combination of technical, cyclical, and fundamental analysis to manage discretionary accounts and employs third-party sub-advisors to assist with portfolio implementation.
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