Advisors at this firm
Steven F
Series 65
Chicago, IL
1834 Investment Advisors Co.
Steven Fletcher is a Series 65-credentialed financial advisor at 1834 Investment Advisors Co. with two years of industry experience. He has worked at several firms including Old National Bank, Raymond James Financial Services, and FNBO. Fletcher holds a dual role as a Retirement Plan Services Advisor for both 1834 Investment Advisors Co. and Old National Bank, which are both owned by Old National Bancorp. 1834 Investment Advisors Co. is an SEC-registered adviser and wholly owned subsidiary of Old National Bancorp, managing approximately $1.03 billion for individuals, retirement plans, institutions, and banking clients. The firm focuses on discretionary portfolio management, retirement-plan services, private investment consulting, and ongoing financial planning, utilizing asset allocation strategies supported by proprietary research and model portfolios.
Brandon M
Series 65
Joliet, IL
1834 Investment Advisors Co.
Brandon Muzzarelli is a financial advisor with 1834 Investment Advisors Co. in Joliet, IL, holding a Series 65 designation and one year of industry experience. He has worked at Old National Bank since 2007, where he serves as a portfolio manager. Outside of his advisory role, he is the Treasurer for the Village of Gardner, IL. 1834 Investment Advisors Co. is an SEC-registered adviser and a wholly owned subsidiary of Old National Bancorp, managing over $1 billion for individuals, retirement plans, institutions, and banking clients. The firm focuses on discretionary portfolio management and retirement-plan services, utilizing asset-allocation strategies and proprietary model portfolios.
Bradley D
Series 63, Series 65
Minneapolis, MN
1834 Investment Advisors Co.
Bradley Dirksen is a financial advisor at 1834 Investment Advisors Co. in Minneapolis, MN, with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bremer Bank and Cetera Investment Advisers LLC. 1834 Investment Advisors Co. is an SEC-registered adviser and subsidiary of Old National Bancorp, managing approximately $1.03 billion for individuals, retirement plans, institutions, and banking clients. The firm offers discretionary portfolio management, retirement-plan services, private investment consulting, and ongoing financial planning, using asset-allocation driven strategies supported by proprietary research and model portfolios.
Nicholas G
CFA®, Series 63
St Louis Park, MN
1834 Investment Advisors Co.
Nicholas Gergen is a CFA® charterholder and Series 63 registered advisor at 1834 Investment Advisors Co. with two years of industry experience. He serves as a Portfolio Manager for both 1834 Investment Advisors and Old National Bank, subsidiaries of Old National Bancorp. 1834 Investment Advisors Co. is an SEC-registered firm managing approximately $1.03 billion for individuals, retirement plans, institutions, and banking clients. The firm offers discretionary portfolio management, retirement-plan services, private investment consulting, and ongoing financial planning, utilizing asset-allocation strategies and proprietary model portfolios.
Sara K
Series 65, Series 66
Grimes, IA
1834 Investment Advisors Co.
Sara Klaessy is a financial advisor at 1834 Investment Advisors Co. with 23 years of industry experience. She has previously worked at Princor Financial Services Corporation and Principal Mutual Life Insurance. Klaessy holds Series 65 and Series 66 licenses. 1834 Investment Advisors Co. is an SEC-registered firm and a wholly owned subsidiary of Old National Bancorp, managing approximately $1.03 billion for individuals, retirement plans, institutions, and banking clients. The firm offers discretionary portfolio management, retirement-plan services, private investment consulting, and ongoing financial planning, using asset-allocation strategies and proprietary model strategies developed through its 1834 Research Institute.
Chris B
Series 65
Milwaukee, WI
1834 Investment Advisors Co.
Chris Brumfield is a financial advisor at 1834 Investment Advisors Co. in Milwaukee, WI, holding a Series 65 credential. He has experience in the financial industry spanning roles at Old National Bank, Wisconsin Bank and Trust, Profile by Sanford, and US Bank. 1834 Investment Advisors Co. is an SEC-registered adviser and a subsidiary of Old National Bancorp that manages over $1 billion in assets for individuals, retirement plans, institutions, and banking clients. The firm offers discretionary portfolio management, retirement-plan services, private investment consulting, and financial planning, employing asset-allocation strategies supported by proprietary research and model portfolios.
John C
CFA®
Evansville, IN
1834 Investment Advisors Co.
John Claybon is a CFA® charterholder with eight years of industry experience. He is currently a senior managing director at 1834 Investment Advisors Co. and Old National, both subsidiaries of Old National Bancorp. He holds dual roles at these affiliated firms. 1834 Investment Advisors Co. is an SEC-registered adviser managing over $1 billion for individuals, retirement plans, institutions, and banking clients. The firm provides discretionary portfolio management, retirement-plan services, private investment consulting, and financial planning, utilizing asset-allocation strategies and proprietary market research.
John R
Series 63, Series 65, Series 66
St. Louis Park, MN
1834 Investment Advisors Co.
John Randall is a financial advisor at 1834 Investment Advisors Co. with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked previously at Old National Bank, LPL Financial LLC, Kestra Investment Services, LLC, ProEquities, Inc, and HKFS. Randall serves as a Senior Retirement Plan Advisor, providing investment advisory services through 1834 Investment Advisors. 1834 Investment Advisors Co. is an SEC-registered adviser and a wholly owned subsidiary of Old National Bancorp managing over $1 billion for individuals, retirement plans, institutions, and banking clients. The firm focuses on discretionary portfolio management, retirement-plan services, private investment consulting, and financial planning, employing asset-allocation strategies across equities, ETFs, fixed income, alternatives, and custom portfolios.
Jonathan L
Series 65
Minneapolis, MN
1834 Investment Advisors Co.
Jonathan Lofquist is a financial advisor at 1834 Investment Advisors Co. based in Minneapolis, MN, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Old National Bank, Thrivent Advisor Network (dba Cedarcove Wealth Partners), and the University of Minnesota. 1834 Investment Advisors Co. is an SEC-registered adviser and a wholly owned subsidiary of Old National Bancorp that manages over $1 billion for individuals, retirement plans, institutions, and banking clients. The firm offers discretionary portfolio management, retirement-plan services, private investment consulting, and ongoing financial planning, emphasizing asset allocation and proprietary model strategies.
Christopher K
CFP®, Series 63, Series 66
Chicago, IL
1834 Investment Advisors Co.
Christopher Knappstein is a CFP® professional with 14 years of industry experience. He is currently with 1834 Investment Advisors Co. and also serves as a Wealth Management Officer at Old National Bank. His prior experience includes roles at LPL Financial, LLC, and First Midwest Bank. 1834 Investment Advisors Co. is an SEC-registered adviser and subsidiary of Old National Bancorp, managing over $1 billion for individuals, retirement plans, institutions, and banking clients. The firm focuses on discretionary portfolio management, retirement-plan services, private investment consulting, and financial planning, employing asset-allocation driven strategies and proprietary model portfolios.
Donald P
CFA®
Joliet, IL
1834 Investment Advisors Co.
Donald Powell is a CFA® charterholder with four years of industry experience. He is currently a Portfolio Manager at 1834 Investment Advisors Co. and 1834 Wealth Management, a division of Old National Bank, both subsidiaries of Old National Bancorp. Prior to this, he worked at First Midwest Bank for nine years. 1834 Investment Advisors Co. is an SEC-registered adviser managing approximately $1.03 billion for individuals, retirement plans, institutions, and banking clients. The firm offers discretionary portfolio management, retirement-plan services, private investment consulting, and financial planning, utilizing asset-allocation strategies supported by proprietary research and model portfolios.
Randy A
Series 63, Series 65
Chicago, IL
1834 Investment Advisors Co.
Randy Addie is a financial advisor at 1834 Investment Advisors Co. in Chicago, IL, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Old National Bank, LPL Financial LLC, and Sentry Insurance. He also serves as Vice President at Old National Bank. 1834 Investment Advisors Co. is an SEC-registered adviser and a wholly owned subsidiary of Old National Bancorp, managing approximately $1.03 billion for individuals, retirement plans, institutions, and banking clients. The firm offers discretionary portfolio management, retirement-plan services, private investment consulting, and financial planning, utilizing asset-allocation strategies supported by proprietary research and model portfolios.
Alexander S
Series 63, Series 65
Indianapolis, IN
1834 Investment Advisors Co.
Alexander Stellema is a financial advisor at 1834 Investment Advisors Co. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Cetera Investment Advisers LLC, First Merchants Investment Services, and OneAmerica Securities. 1834 Investment Advisors Co. is an SEC-registered adviser and a subsidiary of Old National Bancorp, managing over $1 billion for individuals, retirement plans, institutions, and banking clients. The firm focuses on discretionary portfolio management and retirement-plan services, employing asset-allocation strategies across multiple asset classes and providing proprietary research and model strategies.
Tammy B
Series 65
St. Louis Park, MN
1834 Investment Advisors Co.
Tammy Brusehaver Derby is a financial advisor at 1834 Investment Advisors Co. with a Series 65 credential and over 26 years of experience at the Minnesota State Board of Investment prior to joining 1834 Investment Advisors in 2024. She is based in St. Louis Park, MN. 1834 Investment Advisors Co. is an SEC-registered adviser and a subsidiary of Old National Bancorp, managing approximately $1.03 billion for individuals, retirement plans, institutions, and banking clients. The firm offers discretionary portfolio management, retirement-plan services, private investment consulting, and financial planning, using asset-allocation driven strategies and proprietary model portfolios.
David B
Series 65
Milwaukee, WI
1834 Investment Advisors Co.
David Becker is a financial advisor with 24 years of industry experience, currently serving at 1834 Investment Advisors Co. since 2013. He holds the Series 65 designation and previously worked at Premier Asset Management LLC from 2022 to 2023. 1834 Investment Advisors Co. is an SEC-registered adviser and a subsidiary of Old National Bancorp, managing over $1 billion for individuals, retirement plans, institutions, and banking clients. The firm offers discretionary portfolio management, retirement-plan services, private investment consulting, and financial planning, utilizing asset-allocation strategies supported by proprietary research and model portfolios.