Springfield, IL Montega Dr. Office

Team
Updated today

Client AUM

$71,348,969,232

Clients

115,285

Advisors

2

Of 1,445 advisors across 539 offices

Location

2609 Montega Dr.

Springfield IL 62704

Advisors at this office

2

Advisors at this office

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Todd H

Series 63, Series 65

Springfield, IL

Kestra Advisory

Todd Hamerlinck is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Kestra Advisory since 2016 and previously worked at Kestra Investment Services, LLC since 2003. Kestra Advisory Services provides investment advisory and retirement plan consulting to a range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving large institutional investors with approximately $79.8 billion in assets under management.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Bradley B

Series 66

Springfield, IL

Kestra Advisory

Bradley Books is a financial advisor with Kestra Advisory Services, holding a Series 66 credential and 25 years of industry experience. He has been with Kestra Advisory and Kestra Investment Services since 2003. Outside of his advisory role, he serves as corporate secretary and treasurer for Ahh Yoga, Inc., a yoga and personal training business, is a minority partner in a family business, Capital Blue Print, and is president of the CJK Charitable Foundation, Ltd., where he helps organize an annual golf outing. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, employee education, and pooled plan solutions. The firm serves large institutional investors, including sovereign wealth funds, and supports recommended investments with due diligence on performance, fees, and manager tenure.

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