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Dale Maley

Advisor at Maley Financial Planning

Updated today

Location

Fairbury, IL

Credentials

Series 65

Industry experience

20 years

Client services

Based on Maley Financial Planning

Financial planning Portfolio management

Location

Fairbury, IL

Most active in

Illinois

Work history

Caterpillar Inc.

1979 - Present (47 years)

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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Molly G

ChFC®, Series 63

Pontiac, IL

Trader Wealth Management, LLC

Molly Gadbury is a financial advisor at Trader Wealth Management, LLC with the ChFC® designation and two years of industry experience. She has held roles at COUNTRY Financial, COUNTRY Trust Bank, and State Farm Insurance prior to joining Trader Wealth Management. Trader Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm combines strategic and tactical asset allocation with global diversification and employs various investment strategies tailored to client risk profiles, managing approximately $103.4 million in assets.

Options & derivatives strategies Tax-loss harvesting General tax planning Cash flow / budgeting Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet)
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Edna S

CFP®, Series 63, Series 65

Fairbury, IL

Commonwealth Financial Network

Edna Steidinger is a CFP® with 31 years of industry experience, currently affiliated with Commonwealth Financial Network and The Financial Center, Inc. of Illinois since 2004. She holds Series 63 and Series 65 licenses and is based in Fairbury, IL. Outside of her advisory work, she is an associate with LegalShield, offering pre-paid legal services and identity theft solutions. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Margaret S

Series 63, Series 65

Fairbury, IL

Commonwealth Financial Network

Margaret Steidinger is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked at Commonwealth since 2011 and has an additional affiliation with Financial Center, Inc. outside of her advisory role. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice management, offering both discretionary model portfolios and customizable program options.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Gregory J

Series 66

Fairbury, IL

Cetera

Gregory Jones is a financial advisor with Cetera, holding a Series 66 designation and bringing three years of industry experience. He previously worked at Wells Fargo Advisors for 23 years before joining Cetera and Bank of Pontiac. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of investment management and fiduciary services supported by both advisor-managed accounts and firm-sponsored model portfolios.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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David D

Series 63, Series 65

Pontiac, IL

Cambridge Investment Research Advisors

David Douglass is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has been with Cambridge Investment Research Advisors since 2010 and with Cambridge Investment Research, Inc. since 2005. Outside of his advisory role, he serves as vice chair of the Evan Junior High Promise Council and is a director on the Beyond the Books Educational Foundation board, where he reviews grant applications. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing model portfolios, third-party strategists, and multiple custodians.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Todd M

Series 63, Series 65

Pontiac, IL

LPL Enterprise

Todd Manning is a financial advisor with LPL Enterprise in Pontiac, Illinois, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining LPL Enterprise, he worked at Brookstone Wealth Advisors and has entrepreneurial experience as president and owner of an advertising agency. He is also involved in organizing local golf tournaments as a chapter owner of an amateur golf tour. LPL Enterprise provides advisory services through a large network of representatives to a diverse client base, offering financial planning, access to model wealth portfolios, and third-party asset management programs. The firm combines advisory and brokerage capabilities, enabling clients to receive advice supported by model portfolios and access a broad range of financial products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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