Marion, IL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
KCPAG Financial Advisors LLC
Team
Firm-wide stats for KCPAG Financial Advisors LLC
About
KCPAG Financial Advisors LLC provides financial planning, portfolio management, retirement plan consulting and referrals to third‑party money managers for individuals, pension and profit‑sharing plans, trusts, estates and business clients. The firm reports approximately $22,496,129 in discretionary assets under management and serves about 405 clients through a team of 13 advisors operating across 27 offices.
The firm delivers ongoing, tailored asset management and planning, employing fundamental analysis and a mix of long‑ and short‑term strategies and offering both discretionary and non‑discretionary management. KCPAG also uses model‑based and sub‑advised solutions through program partners (Symmetry, American Funds, Bellatore) and can provide tax‑aware services such as tax transition and tax‑loss harvesting via third‑party providers.
KCPAG is owned by Kemper Capital Management LLC, which is majority‑owned by Kemper CPA Group LLP, and it discloses referral arrangements with the affiliated accounting and insurance entities and with third‑party managers and program sponsors. Unusually for a team of its size, the firm operates multiple offices (27) and, despite offering high‑net‑worth strategies through partners, its modest reported AUM and client count suggest a client base more weighted toward typical individual and plan clients than concentrated high‑net‑worth households.
Based on KCPAG Financial Advisors LLC
Expertise
Based on KCPAG Financial Advisors LLC
Location
3401 Professional Park Drive
Marion IL 62959
Advisors at this office
2
Advisors at this office
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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