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Brady Huber

Advisor at Midwestern Securities Trading Company, LLC

Updated today

Location

East Peoria, IL 61611

Credentials

Series 66

Industry experience

4 years

About

Brady Huber is a financial advisor at Midwestern Securities Trading Company, LLC with four years of industry experience. He holds a Series 66 designation and has worked at Bradford National Bank since 2021. Outside of his advisory role, he serves as a football game commentator for WGEL. Midwestern Securities Trading Company provides portfolio management, financial planning, and retirement-plan fiduciary services to individual and high-net-worth clients. The firm offers discretionary and non-discretionary managed accounts, utilizing a combination of fundamental and technical analysis overseen by an internal Investment Advisory Committee.

Client services

Based on Midwestern Securities Trading Company, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Portfolio management for 401(k) retirement plans defined in section 3(38) of erisa rules

Expertise

Based on Midwestern Securities Trading Company, LLC

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Charitable giving & philanthropy

Occupation focus

Based on Midwestern Securities Trading Company, LLC

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees for seminars up to $100; financial planning flat fees possible (not to exceed hourly rate multiplied by time)

Percentage

$0.00 - $999,999.99: 1.30% $1,000,000.00 - $4,999,999.99: 1.05% $5,000,000.00 - $9,999,999.99: 0.85% $10,000,000.00+: 0.55%

Commissions

Yes, as a dually registered broker-dealer many representatives earn commissions; however, advisory clients do not pay both advisory fees and commissions on the same account; 12b-1 fees are rebated to clients

Project-based

$300 per hour (negotiable, minimum $150/hour) for financial planning and consultation

Other

Account minimum: $500 for Beacon Portfolios; $25,000 for most Lighthouse Portfolios; $50,000 for certain Lighthouse Portfolios (e.g., 50/50 Base/Fixed Income variations) Minimum fee: $40 annual maintenance fee for Beacon Portfolios billed quarterly in $10 increments; waived if assets exceed $25,000 Fee-only: Financial planning hourly rate typically $300/hour (negotiable, minimum $150/hour); flat fees also possible but not to exceed hourly rate

Location

235 Everett St

East Peoria, IL 61611

Most active in

Alabama · Illinois

Work history

Bradford National Bank

2021 - Present (5 years)

MSTC

2021 - Present (5 years)

Gateway Grizzlies

2019 - 2021 (2 years)

Lindenwood University

2018 - 2018 (1 year)

Lindenwood University

2017 - 2018 (1 year)

Reus Imperials

2017 - 2017 (1 year)

Kirchdorf Wildcats

2016 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Brett D

Series 65

East Peoria, IL

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Brett Douglas is the sole advisor at Douglas Capital Management, LLC, an independent firm based in East Peoria, IL. He holds a Series 65 designation and has 18 years of industry experience. Brett has managed Douglas Capital Management since 2007 and has also been involved with Douglas Fund Management LLC since 2013. Douglas Capital Management is an SEC-registered investment adviser that provides fee-based, discretionary portfolio management through separately managed accounts to individuals, high-net-worth clients, retirement plans, charitable organizations, and other institutional clients. The firm uses a quantitative, model-driven investment process incorporating statistical factor models and AI-enabled tools for stock selection, asset allocation, and market timing.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Executive Founder/Business Owner
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Series 65

Peoria, IL

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Wealth management
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Dennis F

CFP®, ChFC®, Series 63, Series 65

Hanna City, IL

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Dennis Fulkerson is a CFP® and ChFC® with 24 years of industry experience. He is currently with Creekmur Asset Management, LLC and has prior experience at Fulkerson Financial Services, LLC and RSM US, LLC. In addition to his advisory role, he is involved in insurance sales and services. Creekmur Asset Management serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning, offering tiered planning services and a wrap-fee program. The firm’s investment process integrates quantitative portfolio construction, third-party research, and risk profiling tools, with portfolios that may include a range of institutional and alternative investment options.

College savings (529s, UTMA, etc.) Life insurance needs analysis General retirement planning Wealth management Annuities
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Gregory J

CFA®, Series 65

Peoria, IL

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Gregory Johnston is a CFA® charterholder and holds a Series 65 license, with 27 years of experience in financial advising. He has been with Johnston Investment Counsel, Ltd. in Peoria, IL since 1997. Johnston Investment Counsel provides comprehensive financial planning, discretionary investment management, and retirement-plan and institutional consulting to individuals, trusts, and plan sponsors. The firm employs a diversified asset-allocation strategy incorporating active and passive funds, individual securities, and tax-aware management, with a distinctive use of options and derivatives for risk control within separately managed accounts.

Retirement income strategy Income planning Tax-loss harvesting Concentrated stock management Options & derivatives strategies
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Collin R

ChFC®, Series 63, Series 65

Peoria, IL

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Collin Reatherford is a financial advisor at Reatherford Wealth Management LLC with eight years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to founding his independent firm in 2022, he worked at MML Investors Services, LLC and Mass Mutual Life Insurance Company. Outside of advisory services, he is a licensed insurance agent providing life, disability, and long-term care insurance products. Reatherford Wealth Management offers asset management, comprehensive financial planning, and consulting services to individuals, high-net-worth households, and small businesses. The firm’s investment approach uses a long-term asset allocation framework informed by Modern Portfolio Theory and combines fundamental, technical, and cyclical analyses.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Founder/Business Owner Executive
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James W

ChFC®, Series 65

Pekin, IL

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James Wolf is a ChFC® credentialed financial advisor with 25 years of industry experience. He has led Wolf Financial Advisors LLC since 2008, an independent firm based in Pekin, IL. Wolf Financial Advisors LLC provides financial planning and investment advisory services primarily to individual clients, including high-net-worth individuals, certain retirement plans, and charitable organizations. The firm emphasizes a passive, long-term investment approach using index mutual funds and ETFs, integrates accounting and tax-preparation services with advisory work, and manages accounts on a non-discretionary basis.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance
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