Pacesetter Financial Group, LLC

Pacesetter Financial Group, LLC (CRD# 123287) is a financial advisory firm headquartered in Lincoln, IL. They manage $54,743,093 in 167 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    55
    MILLION
  • Total Number of Accounts
    167
    ACCOUNTS
  • Average Account Value
    $327,803
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
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.

IL, LA, TX

Financial Advisors at Pacesetter Financial Group, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Kristen R. Lanning
CRD#: 4869025
207 S. Mclean Street, Lincoln, IL 62656
96
Wealthminder
score

Kristen Lanning (CRD# 4869025) is an Investment Advisor Representative working at Pacesetter Financial Group, LLC in Lincoln, IL and has over 13 years of experience in the finance industry. Kristen Lanning 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
Andrew M. Fitzpatrick
CRD#: 5741117
207 S. Mclean Street, Lincoln, IL 62656
93
Wealthminder
score

Andrew Fitzpatrick (CRD# 5741117) is an Investment Advisor Representative working at Pacesetter Financial Group, LLC in Lincoln, IL and has over 7 years of experience in the finance industry.

3
Clayton L. George
CRD#: 4780024
207 S. Mclean Street, Lincoln, IL 62656
93
Wealthminder
score

Clayton George (CRD# 4780024) is an Investment Advisor Representative working at Pacesetter Financial Group, LLC in Lincoln, IL and has over 10 years of experience in the finance industry.

4
Wade A. Kaesebier
CRD#: 5741030
207 S. Mclean Street, Lincoln, IL 62656
90
Wealthminder
score

Wade Kaesebier (CRD# 5741030) is an Investment Advisor Representative working at Pacesetter Financial Group, LLC in Lincoln, IL and has over 5 years of experience in the finance industry.

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