Bloomington, IL E. Washington Street Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Virtus Financial Group
Team
Firm-wide stats for Virtus Financial Group
About
The firm advises individuals, high-net-worth individuals, families, trusts and estates, providing fee-based investment management, financial planning, and referrals or coordinated services for tax and insurance matters. It charges percentage-of-assets advisory fees and, unlike many peers, manages the majority of its client assets on a non-discretionary basis, meaning clients typically must approve trades before execution.
Investment programs are built around client-specific objectives ranging from income and capital preservation to aggressive growth and are implemented primarily with mutual funds, ETFs and limited individual securities through third‑party asset management platforms (TAMPs). The firm emphasizes ongoing supervision and periodic rebalancing, and its non‑discretionary model places greater emphasis on client involvement in trade decisions.
What distinguishes the firm from many team advisers is the integration of affiliated tax and planning services and the presence of a CPA on the firm’s leadership who offers tax planning and preparation alongside investment advice, enabling coordinated tax-investment planning. The firm also uses TAMP arrangements in which platform fees decline as more client assets are placed on the platform, an arrangement the brochure discloses as a potential incentive to consolidate assets.
Based on Virtus Financial Group
Expertise
Based on Virtus Financial Group
Location
807 E. Washington Street
Bloomington IL 61701
Advisors at this office
3
Advisors at this office
Tyler W
Series 65
Bloomington, IL
Virtus Financial Group
Tyler Wrezinski is a financial advisor at Virtus Financial Group with five years of industry experience and holds a Series 65 designation. He has been involved with ChangePath, LLC since 2021 and operates Wrezinski Advisory Services, his own advisory business, since 2014. In addition to his advisory work, he serves as director at the Institute for Financial Education, where he presents courses on financial topics. Virtus Financial Group serves individuals, high-net-worth clients, families, trusts, and estates with fee-based investment management and financial planning. The firm manages most client assets on a non-discretionary basis and integrates affiliated tax and planning services, including tax preparation provided by a CPA on its leadership team.
Josie F
Series 65
Bloomington, IL
Virtus Financial Group
Josie Fischer is a financial advisor at Virtus Financial Group with a Series 65 designation and four years of industry experience. She has worked at Virtus Wealth Management since 2022 and has prior experience at Bloomington Country Club, Luhr Bros, Inc., and Illinois State University. Fischer is also a licensed insurance professional. Virtus Financial Group serves individuals, high-net-worth clients, families, trusts, and estates, offering fee-based investment management and coordinated tax and insurance services. The firm is notable for managing most client assets on a non-discretionary basis and integrating tax planning through CPA leadership alongside its investment services.
Gregory F
Series 65
Bloomington, IL
Virtus Financial Group
Gregory Fahrenkrug is a financial advisor at Virtus Financial Group with two years of industry experience. He holds a Series 65 designation and has previously worked at BPA Troxell Benefits, Brick Technology Group, and operated G F Computing LLC. Fahrenkrug is also a licensed insurance professional under the DBA Wrezinski Advisory Group. Virtus Financial Group advises individuals, high-net-worth clients, families, trusts, and estates, offering fee-based investment management and financial planning. The firm manages client assets primarily on a non-discretionary basis and integrates affiliated tax and planning services through a CPA on its leadership team.
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