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Sheila L
Series 63, Series 65
Marion, IL
KCPAG Financial Advisors LLC
Sheila Lautenbacher is a financial advisor at KCPAG Financial Advisors LLC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at KCPAG Financial Advisors since 2015. Her prior experience includes roles at Securities America Inc. and Kemper Capital Management LLC. KCPAG Financial Advisors LLC serves individuals, pension and profit-sharing plans, trusts, estates, and business clients with financial planning, portfolio management, and retirement plan consulting. The firm manages approximately $22.5 million in discretionary assets and operates through a team of 13 advisors across 27 offices, employing fundamental analysis and a combination of long- and short-term strategies.
Jolene J
Series 63, Series 65
Marion, IL
KCPAG Financial Advisors LLC
Jolene Johnson is a financial advisor with KCPAG Financial Advisors LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has worked at Kemper Capital Management LLC and KCPAG Financial Advisors LLC since 2008 and was also affiliated with Securities America, Inc. from 2007 to 2019. KCPAG Financial Advisors LLC provides financial planning, portfolio management, and retirement plan consulting for individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm manages approximately $22.5 million in discretionary assets, serving around 405 clients through a team of 13 advisors across 27 offices, employing a blend of fundamental analysis, long- and short-term strategies, and both discretionary and non-discretionary management.
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