Kcpag Financial Advisors LLC

Kcpag Financial Advisors LLC (CRD# 117491) is a financial advisory firm headquartered in Robinson, IL. They manage $30,063,245 in 136 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    136
    ACCOUNTS
  • Average Account Value
    $221,053
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IL, IN, KY, LA, MO, TX

Financial Advisors at Kcpag Financial Advisors LLC
Showing 1 - 10 of 12 top financial advisors.
1
Christopher J. Frizzi
CRD#: 2502783
3031 W March Lane, Suite 133, Stockton, CA 95219
96
Wealthminder
score

Christopher Frizzi (CRD# 2502783) is an Investment Advisor Representative working at Kcpag Financial Advisors LLC in Stockton, CA and has over 22 years of experience in the finance industry. Christopher Frizzi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Thomas A. Moore
CRD#: 2559735
302 E. Walnut Street, Po Box 529, Robinson, IL 62454
96
Wealthminder
score

Thomas Moore (CRD# 2559735) is an Investment Advisor Representative working at Kcpag Financial Advisors LLC in Robinson, IL and has over 22 years of experience in the finance industry. Thomas Moore has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
John D. Porter
CRD#: 2056139
7200 Eagle Crest Blvd., Evansville, IN 47715
96
Wealthminder
score

John Porter (CRD# 2056139) is an Investment Advisor Representative working at Kcpag Financial Advisors LLC in Evansville, IN and has over 26 years of experience in the finance industry.

4
R J. Smith
CRD#: 5131348
332 East Main Street, Greenfield, IN 46140
96
Wealthminder
score

R Smith (CRD# 5131348) is an Investment Advisor Representative working at Kcpag Financial Advisors LLC in Greenfield, IN and has over 10 years of experience in the finance industry. R Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Douglas P. Thompson
CRD#: 2859129
713 South Commercial, Po Box 484, Harrisburg, IL 62946
96
Wealthminder
score

Douglas Thompson (CRD# 2859129) is an Investment Advisor Representative working at Kcpag Financial Advisors LLC in Harrisburg, IL and has over 19 years of experience in the finance industry. Douglas Thompson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Brian A. Bouillet
CRD#: 5518362
802 Old Wheatland Rd, Vincennes, IN 47591
93
Wealthminder
score

Brian Bouillet (CRD# 5518362) is an Investment Advisor Representative working at Kcpag Financial Advisors LLC in Vincennes, IN and has over 8 years of experience in the finance industry.

7
Shawna D. Horne
CRD#: 4601162
7200 Eagle Crest Blvd., Evansville, IN 47715
93
Wealthminder
score

Shawna Horne (CRD# 4601162) is an Investment Advisor Representative working at Kcpag Financial Advisors LLC in Evansville, IN and has over 15 years of experience in the finance industry.

8
Jolene M. Johnson
CRD#: 2955938
7200 Eagle Crest Blvd., Evansville, IN 47715
93
Wealthminder
score

Jolene Johnson (CRD# 2955938) is an Investment Advisor Representative working at Kcpag Financial Advisors LLC in Evansville, IN and has over 19 years of experience in the finance industry.

9
Sheila R. Lautenbacher
CRD#: 3211192
302 E. Walnut Street, P. O. Box 529, Robinson, IL 62454
93
Wealthminder
score

Sheila Lautenbacher (CRD# 3211192) is an Investment Advisor Representative working at Kcpag Financial Advisors LLC in Robinson, IL and has over 11 years of experience in the finance industry.

10
Gregory P. Meador
CRD#: 1636501
11584 N 1150th St, Robinson, IL 62454
93
Wealthminder
score

Gregory Meador (CRD# 1636501) is an Investment Advisor Representative working at Kcpag Financial Advisors LLC in Robinson, IL and has over 29 years of experience in the finance industry.

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