A complete list of active advisors currently associated with Quad City Investment Center

Warmer can help you find a great advisor at Quad City Investment Center or one who fits your needs even better.

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.

To learn more about the advisors currently working at Quad City Investment Center, 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.