A complete list of active advisors currently associated with Investment Advisors Group, LLC
Warmer can help you find a great advisor at Investment Advisors Group, LLC or one who fits your needs even better.
Investment Advisors Group, LLC provides investment advisory and financial planning services to individuals, as well as to trusts, charitable organizations, corporations and employer retirement plans. Its offerings include tiered portfolio management solutions (entry, digital and full advisory), standalone financial planning and ongoing retirement plan consulting for plan sponsors and participants. The firm reports managing the majority of assets on a non‑discretionary basis (approximately $60.4 million) and typically presents recommendations that clients may implement, while providing regular monitoring and periodic rebalancing for comprehensive portfolio clients. Its investment process incorporates fundamental, technical, sector and cyclical analysis and uses a mix of ETFs, individual stocks, fixed income, REITs and asset allocation approaches tailored to client objectives and risk tolerance. Noteworthy characteristics relative to peers include a single‑advisor practice serving an unusually large number of clients (259) and dual registration as a broker‑dealer registered representative and insurance producer, allowing both advisory and commissionable product activity. The firm also emphasizes pension consulting and serves pension/profit‑sharing plans, corporate and charitable clients, and discloses a platform and custodial relationship with LPL (including transition assistance) that creates potential conflicts of interest.
To learn more about the advisors currently working at Investment Advisors Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Jacksonville, IL
| 32
|
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