Plainfield, IL Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

4

Of 10,209 advisors across 5,116 offices

Location

Plainfield IL

Advisors at this office

4

Advisors at this office

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Thomas K

Series 63, Series 65

Plainfield, IL

Cetera

Thomas Klover is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Cetera and its affiliated entities since 2020 and is also a part owner and CPA at Klover & Co. CPAs PC, where he has provided accounting and tax preparation services since 1994. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating as a multi-manager platform with over $256 billion in assets under management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Christopher J

Series 63, Series 65

Plainfield, IL

Cetera

Christopher Jackson is a financial advisor at Cetera with 40 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Fifth Third Securities, FifthThird Bank, and Lincoln Investment Planning, Inc. His other business activities include fixed and life insurance through Financial Identity Advisors and JBC Companies. Cetera Investment Advisers LLC serves a broad client base ranging from individual investors to institutional accounts, offering a multi-manager platform with various portfolio management options and financial planning services.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jeanette G

CFP®, Series 63, Series 65

Plainfield, IL

Cetera

Jeanette Gruber is a CFP® with 29 years of industry experience, currently affiliated with Cetera. She has held positions at Cetera Advisors LLC since 2013 and operates Gruber Financial, Ltd., Gruber CPA Services, Ltd., and Gruber Law Office, all of which she has managed for over two decades. She serves on the board of trustees for the Universalist Unitarian Church of Peoria, IL. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors, serving a diverse client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and retirement services through multiple program structures and a multi-manager platform with access to both affiliated and unaffiliated third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Amanda D

Series 63, Series 65

Plainfield, IL

Cetera

Amanda Daluga is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and seven years of industry experience. She has worked at multiple Cetera entities since 2017 and has prior experience with OneAmerica Securities and American United Life. Outside of her advisory role, she owns and operates Good Financial, Inc., Good Insurance, Inc., and Good Tax Solutions, Inc., providing financial, insurance, and tax preparation services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers varied portfolio management and financial planning services through a large network of independent advisors and a multi-manager platform with multiple program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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