Fee-OnlyFinder

Advisers in Bloomington, IL

5 advisers in Bloomington — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

% of assets managed (4)

All advisers

Ark Advisors LLC205 N. Williamsburg Drive, Suite E · Bloomington, IL 61704 · (309) 661-2000 · Financial planningCRD 167456 · % of assets, Fixed fees · $195.6 million AUMSEC registeredNo commissions reportedElliott Capital Management, INC.202 N. Center Street, Suite 1-West · Bloomington, IL 61701 · (309) 827-6968 · % of assets managedCRD 123852 · % of assets · $12.6 million AUMState registeredNo commissions reportedKraft Financial, LLC1701 E Empire St. Ste 360 · Bloomington, IL 61704 · (314) 464-4568 · % of assets managedCRD 298875 · % of assets · $36.0 million AUMState registeredNo commissions reportedSound Financial Solutions, INC.3004 General Electric Road, Suite 1b · Bloomington, IL 61704 · (217) 441-2200 · Financial planningCRD 292256 · Hourly charges, Fixed feesState registeredNo commissions reportedState Farm Investment Management Corp.One State Farm Plaza, B-2 · Bloomington, IL 61710 · (800) 447-0740 · % of assets managedCRD 3487 · % of assets · $12.9 billion AUMSEC registeredNo commissions reported
Talking to advisers in Bloomington? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.