Quad City Investment Center
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$373,946,419
Clients
708
Advisors
6
of 8 employees
About
Quad City Investment Center is an SEC‑registered advisory firm that manages roughly $408 million across about 700 client relationships and serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and business entities. The firm offers discretionary portfolio management, pension consulting, and access to model portfolios, third‑party money managers, and mutual fund/ETF investments.
The firm typically constructs tailored portfolios or places assets into firm or LPL‑designed model portfolios, monitors accounts on an ongoing basis, and provides rebalancing and, for some clients, complimentary financial planning. QCIC also distributes LPL Financial’s Model Wealth Portfolios and the Guided Wealth Portfolios (which use FutureAdvisor’s algorithmic management with tax‑harvesting and automated rebalancing) and may recommend TPMMs when appropriate.
Noteworthy features include its status as a wholly owned subsidiary of Quad City Bank & Trust Company and its role as a wrap‑fee program sponsor—both of which are uncommon among similar team advisers and can affect how services are delivered. The brochure also discloses that many investment staff are registered representatives of LPL and licensed insurance agents, that program accounts execute through LPL, and that QCIC has referral and affiliate arrangements, items clients may weigh when considering potential conflicts of interest.
Client services
Expertise
Fee options
$0+: 0.60% - 1.35% $5,000 - $25,000: varies by program and model portfolio
Commission-based compensation earned by persons registered with LPL Financial as registered representatives, in addition to advisory fees.
Main office
3551 7th Street
Moline IL 61265
Advisors at this office
6
Most active in
Florida · Illinois · Iowa · Missouri · Texas
Also doing business as
Cmg Investment Advisors, L.L.C. · Quad City Investment Advisors · Quad City Investment Advisors, LLC · Quad City Investment Center
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")