Advisor Directory
Appleton, WI
5107 North Ballard Road,
Suite 200, 54913-8968
Phone: (920) 730-9620
Fax: (920) 831-2958
Advisors
Phillip Cartwright
Julie A. Cassiani
Jackie Konkol
Craig W. Surprise
SUPPORT STAFF: Barb Steele
Michelle Tuley
222 South State Street
Appleton, WI 54911
Phone: (920) 730-3400
Toll Free:(800) 381-2381
Fax: (920) 730-3418
Advisors
Jeffery Diehl
Brookfield, Wisconsin
12645 W. Burleigh Road, Ste 27
Brookfield, WI 53005
Phone: (262) 439-9916
Advisors
David Dayler
Greendale, Wisconsin
5800 Broad Street
Greendale, WI 53129
Phone: (414) 423-9977
Fax: (414) 423-9966
Advisors
Jeffery Lister
Janesville, Wisconsin
1339 Excalibur Dr.
Janesville, WI 53546
Phone: (608) 757-0655
Advisors
Todd Holden
Gary Shaw
Markesan, Wisconsin
41 S Bridge Street
Markesan, WI 53946
Phone: 920-398-1470
Fax: 920-398-1452
Advisors
Randy Brehmer
Brice TerBeest
SUPPORT STAFF:
Linda Brehmer
Medford, Wisconsin
Lakeside Financial Consultants, Inc.
880 E. Perkins Street
Medford, WI 54451
800-717-2008 Phone
715-748-3592 Fax
Advisors
Patty Flora
Rick Flora
Phillips, Wisconsin
Lakeside Financial Consultants, Inc.
297 N. Lake Avenue
Phillips, WI 54555
800-717-2008 Phone
715-339-6379 Fax
Advisors
Patty Flora
Rick Flora
Seymour, WI
1017 Orchard Drive
Seymour, WI 54165
Phone: 920-833-6802
Advisors
Eric DeBruin
Corporate Headquarters
East Peoria, Illinois
430 N. Main St.
East Peoria, IL 61611
Phone: (309) 699-8888
Fax: (309) 699-8889
Advisors
*Marc Minor
Nick Knapp
Mark Fellner
Eric Marshall
Jeff Shanine
Sharbel Shanine
*Trent Strong
Jason Smith
SUPPORT STAFF:
*Michelle Minor
Kassie Hieronimus
Kaitlyn Minor
Colin Minor
*Also in Florida
Champaign, Illinois
919 W. Kirby Ave.
Champaign, IL 61821
Phone: (217) 398-1099
Fax: (217) 351-6393
Advisors
Steve Tucker
Chicago, Illinois
65 W. Jackson Blvd #109
Chicago, IL 60604
Phone: (312) 649-5970
Fax: (312) 649-6690
Advisors
Mario Minotti
Bill Bloom (815)600-1758
Macomb, Illinois
215 E. Jackson
Macomb, IL 61455
Phone: (309) 833-1755
Fax: (309) 833-4842
Advisors
Jerry Brookhart
McHenry, Illinois
3313 W. Venice
McHenry, IL 60050
Phone: (815) 790-2959
Fax: (815) 344-2328
Advisors
Stacy Gende
Normal, Illinois
211 Landmark Dr., Suite D2
Normal, IL 61761
Phone: (309) 862-4281
Fax: (309) 451-0868
Advisors
Bart Needles
Normal, Illinois
1416 Godfrey Dr.
Normal, IL 61761
Phone: (309) 454-2513
Fax: (309) 452-0837
Advisors
Karen Fleming
Washburn, Illinois
102 S. Jefferson Street
Washburn, IL 61570
Phone: (309) 248-7112
Fax: (309) 248-7358
Advisors
Michael Storms
Schererville, Indiana
222 Indianapolis Boulevard, Suite 203
Schererville, IN 46375
ADVISORS *Mario Minotti
Pier L Minotti
*Also in Illinois
MidSouth Advisors
299 S. Walnut Bend Suite 202 Box #8
Cordova, TN 38018
901.308.1226
ADVISORS Christina Inmon (Partner)
Legacy Investment Services, Inc.
6401 E Kathleen Rd, Scottsdale, AZ 85254
Office: 480.837.1736
Toll-Free: 888.837.1736
Mobile: 480.620.5509
Fax: 480.837.1735
www.itsyourlegacy.com
ADVISORS Doug Schmidt
Dallas, Texas
10440 N. Central Exprwy, Ste 800
Dallas, TX 75321
Toll Free: (888) 634-2485
Phone: (214) 630-6336
Fax: (214) 630-6337
ADVISORS Matt Bednarz mbednarz@woodburyfinancial.net
Lisa Marshall lmarshall@woodburyfinancial.net
12400 Coit Road, Suite 1040
Dallas, TX 75251
Phone: 214-739-5215
Fax: 214-739-5249
ADVISORS Willis Deviney
Houston, Texas
14363 Torrey Chase-C
Houston, TX 77014
Phone: (281) 880-8755
Fax: (281) 880-7550
ADVISORS Robert Marder
Steven O’Neal
12524 Cutten Rd, Suite A
Houston, TX 77063
Phone: 713-622-4867 ext. 103
Fax: 713-622-8214
ADVISORS Lisa M. Lee
6010 Mesa Brook Lane
Houston, TX 77041
Phone: 713 397-1397
ADVISORS Sara L. Watts
Cedar Lake, Texas
1918 Aspen River Ln
Cedar Lake, Texas 77062
Phone: 218-335-8300
ADVISORS Greg Layton
Marshall, Texas
1608 E. End Boulevard No.
Marshall, TX 75670
Phone: 903-938-5669
Fax: 903-938-5703
ADVISORS Kenneth Knox
205 W. Austin Street Marshall, TX 75670
Phone: 903-938-6333
Fax: 903-938-5059
ADVISORS Michael Verhalen
Seabrook, Texas
Timber Briar Ct
Houston TX 77059
Phone: (281) 335-8300
ADVISORS Greg Layton
Wylie,TX
210 Lago Grande Trail
Wylie, TX 75098
Phone: 972-442-6705
ADVISORS David Pabin
Allen,TX
Lindberg Financial
825 Market St. Ste 250
Allen, TX 75013
Phone: 972-234-5455
Fax: 972-767-4121
ADVISORS
Steve Lindberg
Oklahoma City, Oklahoma
7040 Forestree Lane
Oklahoma City, OK 73150
Phone: (405) 760-5772
Fax: (405) 724-5077
ADVISORS Virginia Wright
4432 Tamarisk Dr.
Oklahoma City, OK 73120
Phone: (405) 627-2120
Fax: (405) 607-6382
ADVISORS
Meraux, Louisiana
2104 Landry Court
Meraux, LA 70075
Phone: (504) 276-8518
ADVISORS
Donny Bourgeois
Naples, Florida
4430 Wayside Dr.
Naples, FL 34119
Phone: (239) 339-3773
ADVISORS (*Also in Illinois)
*Marc Minor
*Michelle Minor
January 1st: First day to contribute to a traditional and Roth IRAs and Simplified Employee Pension Plans (SEP) for the new year.
January 15th: Due date for quarterly estimated taxes for the fourth quarter of the previous year.
March 31st: End of Medicare Part A and Part B General Enrollment Period. Last day to submit claims for eligible medical expenses from the previous year for many flexible spending account (FSA) plans with a use-it-or-lose-it rollover rule.
April 1st: Last day to take first IRA required minimum distribution (RMD) without penalty.
April 15th: Last day to file income taxes or apply for an extension. Also, estimated taxes for Q1 are due. Also, this is last day to contribute to a traditional or Roth IRA, and a HSA for the previous year.
June 15th: Two month filing extension deadline for federal taxes, and last day to file income taxes for Americans living abroad. Estimated taxes for Q2 due.
June 30th: Last day to submit a FAFSA application.
September 15th: Estimated taxes for Q3 are due.
September 30th: Last day to determine beneficiaries after an IRA owner’s death.
Between October 1st and November 1st: Employers announce the upcoming open enrollment period to choose your workplace benefits for the next year.
October 15th: End of six-month filing extension period for federal taxes. Also, extended deadline to contribute to an SEP IRA for the self-employed and self-business owners.
December 15th: Affordable Care Act open enrollment ends.
December 31st: Last day to take RMDs from an IRA, 401(k), and inherited IRAs. Last day to set up most types of retirement accounts so contributions count for the current year. Also, last day for 401(k) contributions, itemized deductions, stocks, and gifts to count for the 2020 tax year.
December 15th: Affordable Care Act open enrollment ends.
December 31st: Last day to take RMDs from an IRA, 401(k), and inherited IRAs. Last day to set up most types of retirement accounts so contributions count for the current year. Also, last day for 401(k) contributions, itemized deductions, stocks, and gifts to count for the 2020 tax year.
December 15th: Affordable Care Act open enrollment ends.
December 31st: Last day to take RMDs from an IRA, 401(k), and inherited IRAs. Last day to set up most types of retirement accounts so contributions count for the current year. Also, last day for 401(k) contributions, itemized deductions, stocks, and gifts to count for the 2020 tax year.