Top financial advisors in Bloomington, IL
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a financial advisor in Bloomington, IL when you're planning for retirement or managing significant assets and want to understand how local factors like property taxes affect your strategy. A common mistake is overlooking how Illinois' lack of tax on retirement income can influence your withdrawal plans.
- Local tax knowledge. Confirm how they incorporate Illinois' tax rules, especially the absence of retirement income tax, into your financial plan.
- Experience with property tax impact. Property taxes can be high; ask how they help clients manage this expense within their budgets.
- Asset management approach. Discuss how they balance growth and income to align with your retirement goals in this specific tax environment.
- Long-term planning focus. Ensure they consider your entire financial timeline, not just immediate needs, to optimize your retirement readiness.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Chad I
Series 63, Series 66
Bloomington, IL
J.P. Morgan Securities
Chad Imhof's 18 years of experience at J.P. Morgan Securities equip him to address Bloomington's unique retirement planning needs, including local tax considerations and property tax impacts. His role at a large firm offering institutional consulting and a 0.30% AUM fee structure distinguishes him by combining wealth management expertise with access to extensive resources and customized investment solutions.
Experience: 19 years
Avg account: $318,381
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Emily M
Series 63, Series 65
Bloomington, IL
Interactive Financial Advisors
Emily Martin's 26 years of experience and Series 63 and 65 credentials equip her to navigate Bloomington's unique tax environment, including Illinois' lack of retirement income tax and high property taxes. Her firm, Interactive Financial Advisors, offers flat-fee planning and discretionary asset management using ETFs and mutual funds, providing a balanced approach to long-term retirement planning compared to other local advisors.
Experience: 26 years
Avg account: $183,947
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Tyler W
Series 65
Bloomington, IL
Virtus Financial Group
Tyler Wrezinski in Bloomington, IL, offers retirement and income planning with a focus on tax strategies for small businesses, which can help navigate Illinois' unique tax environment. His independent approach at Virtus Financial Group includes fee-based management with a 0.50% annual AUM fee, emphasizing client involvement and integrated tax planning through affiliated CPA services, distinguishing him from advisors with less integrated tax support.
Experience: 4 years
Avg account: $518,976
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Keith M
Series 66
Bloomington, IL
Cetera
Keith Maurer in Bloomington, IL, brings 18 years of experience and expertise in wealth management, tax-loss harvesting, and retirement plans for business owners, making him well-suited to address local retirement planning needs including Illinois' tax environment. Affiliated with Cetera, a large firm offering diverse portfolio management and financial planning options, he provides flat-fee and hourly consulting, catering to high earners and those approaching retirement.
Experience: 18 years
Avg account: $306,089
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Kyle C
CFP®, Series 66
Bloomington, IL
LPL Financial
Kyle Clemson's 12 years of experience and CFP® certification equip him to address Bloomington's unique retirement planning needs, including managing property tax impacts and leveraging Illinois' tax rules. Affiliated with LPL Financial, a large firm offering diverse investment solutions and flat-fee financial planning, he serves a broad client base, which may provide access to extensive resources compared to smaller local advisors.
Experience: 12 years
Avg account: $399,489
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