Broker Check

Advisor Directory

WISCONSIN
ILLINOIS
INDIANA
TENNESSEE
ARIZONA
TEXAS
OKLAHOMA
LOUISIANA
FLORIDA

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
Jessica Jones
Lindsey Swadinsky
Mary West

*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.

15444 East Sunburst Drive
Fountain Hills, AZ 85268
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

15851 N. Dallas Pkway, Ste 525
Addison, TX 75001
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



Victoria, Texas

507 Polk Ave
Victoria, TX 77901
Phone: (361) 652-5919
or (361) 652-1765
ADVISORS Nancy Schmidt
Wayne Urban



Cedar Hill Office

602 Strada Circle, Suite #101
Mansfield, TX 76063
Phone: 888-618-5550
or: 888-618-5550
ADVISORS Al Wynn CFS®



Wylie,TX

210 Lago Grande Trail
Wylie, TX 75098
Phone: 972-442-6705
ADVISORS David Pabin



Allen,TX

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

Sam Postich

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.