Quad-cities Investment Group, LLC

Quad-cities Investment Group, LLC (CRD# 154113) is a financial advisory firm headquartered in Davenport, IA. They manage $138,530,390 in 851 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    139
    MILLION
  • Total Number of Accounts
    851
    ACCOUNTS
  • Average Account Value
    $162,785
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

AZ, CO, FL, IA, IL, TX

Financial Advisors at Quad-cities Investment Group, LLC
Showing 1 - 7 of 7 top financial advisors.
1
David A. Borcherding
CRD#: 4306798
Davenport, IA
93
Wealthminder
score

David Borcherding (CRD# 4306798) is an Investment Advisor Representative working at Quad-cities Investment Group, LLC in Davenport, IA and has over 16 years of experience in the finance industry.

2
Mary E. Schumacher
CRD#: 4119672
5177 Utica Ridge Road, Davenport, IA 52807
93
Wealthminder
score

Mary Schumacher (CRD# 4119672) is an Investment Advisor Representative working at Quad-cities Investment Group, LLC in Davenport, IA and has over 17 years of experience in the finance industry.

3
Wayne A. Wagner
CRD#: 456548
5177 Utica Ridge Road, Davenport, IA 52807
93
Wealthminder
score

Wayne Wagner (CRD# 456548) is an Investment Advisor Representative working at Quad-cities Investment Group, LLC in Davenport, IA and has over 34 years of experience in the finance industry.

4
Christine A. McElvania
CRD#: 6253655
5177 Utica Ridge Road, Davenport, IA 52807
90
Wealthminder
score

Christine McElvania (CRD# 6253655) is an Investment Advisor Representative working at Quad-cities Investment Group, LLC in Davenport, IA and has 1 year of experience in the finance industry. Christine McElvania 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
Mark M. Grywacheski
CRD#: 5491914
5177 Utica Ridge Road, Davenport, IA 52807
88
Wealthminder
score

Mark Grywacheski (CRD# 5491914) is an Investment Advisor Representative working at Quad-cities Investment Group, LLC in Davenport, IA and has over 2 years of experience in the finance industry.

6
Scott L. Stoltenberg
CRD#: 2805153
5177 Utica Ridge Road, Davenport, IA 52807
83
Wealthminder
score

Scott Stoltenberg (CRD# 2805153) is an Investment Advisor Representative working at Quad-cities Investment Group, LLC in Davenport, IA and has over 21 years of experience in the finance industry.

7
Laura A. Swift
CRD#: 4117964
5177 Utica Ridge Road, Davenport, IA 52807
83
Wealthminder
score

Laura Swift (CRD# 4117964) is an Investment Advisor Representative working at Quad-cities Investment Group, LLC in Davenport, IA and has over 17 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.