Robinson, 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
1619 W Main Street
Robinson IL 62454
Advisors at this office
4
Advisors at this office
Trent B
Series 65, Series 63
Robinson, IL
KCPAG Financial Advisors LLC
Trent Bierman is a financial advisor at KCPAG Financial Advisors LLC with three years of industry experience. He holds the Series 65 and Series 63 designations. Prior to joining KCPAG Financial Advisors, Bierman worked at Regions Bank and Fifth Third Securities. 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 and serves about 405 clients through a team of 13 advisors operating across 27 offices.
William T
Series 65, Series 63
Robinson, IL
KCPAG Financial Advisors LLC
William Thomas Jr. is a financial advisor with KCPAG Financial Advisors LLC, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. His work history includes positions at SECURITIES AMERICA, Inc., Kemper Capital Management, and Kcpag Insurance Services LLC. KCPAG Financial Advisors LLC offers financial planning, portfolio management, and retirement plan consulting for individuals, trusts, estates, and business clients. The firm provides tailored asset management using fundamental analysis and a combination of long- and short-term strategies, serving approximately 405 clients through a team of 13 advisors across 27 offices.
Kelly C
Series 65
Robinson, IL
KCPAG Financial Advisors LLC
Kelly Crumrin is a financial advisor at KCPAG Financial Advisors LLC with six years of industry experience and holds a Series 65 designation. She has worked at KCPAG Financial Advisors since 2019 and has been associated with Kemper Capital Management since 2018. Kelly’s background also includes two years at Kemper CPA Group. 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 serves around 405 clients with a team of 13 advisors operating across 27 offices.
Thomas M
CFP®, Series 63, Series 65
Robinson, IL
KCPAG Financial Advisors LLC
Thomas Moore is a CFP® with 31 years of industry experience and is affiliated with KCPAG Financial Advisors LLC. He has worked at Securities America Inc. for 14 years and has longstanding roles at Kemper Capital Management LLC and Kemper CPA Group LLC. Moore is also a partner in a commercial rental real estate venture. KCPAG Financial Advisors LLC provides financial planning, portfolio management, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm manages approximately $22.5 million in discretionary assets for about 405 clients through a 13-advisor team across 27 offices, employing a combination of fundamental analysis, long- and short-term strategies, and tax-aware services via third-party providers.
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