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Emma Bean

Advisor at Cyr Financial Inc.

Updated today

Location

Hennepin, IL 61327

Credentials

CFA®

Industry experience

1 year

About

Emma Bean is a CFA® charterholder with two years at Cyr Financial Inc. and three years of prior experience at American Equity. She has a total of six years in the financial industry. Cyr Financial serves individuals, high net worth clients, trusts, estates, and retirement plans by providing discretionary investment management along with financial and estate-planning services. The firm uses proprietary investment models and a variety of securities to build customized portfolios, offering continuous account monitoring and written financial plans.

Client services

Based on Cyr Financial Inc.

Financial planning Portfolio management

Expertise

Based on Cyr Financial Inc.

Active portfolio management Private / alternative investments Annuities General retirement planning

Fee options

Fixed

Fixed fees for financial planning engagements up to $5,000 and estate planning engagements up to $10,000 (examples: Trust Package $3,000; Will Package $1,500; Joint POA $300; Single POA $150)

Percentage

$0 - $500,000: 1.10% annually $500,000 - $1,000,000: 1.00% annually $1,000,000 - $2,500,000: 0.90% annually $2,500,000 - $5,000,000: 0.80% annually $5,000,000 - $7,500,000: 0.55% annually $7,500,000+: 0.40% annually

Project-based

Up to $500 per hour for financial planning and estate planning services

Other

Account minimum: $500,000 Fee-only: Investment management fees based on tiered schedule; Financial planning fees up to $500/hour or fixed fees up to $5,000; Estate planning fees up to $500/hour or fixed fees up to $10,000

Location

220 E High St, Suite 102

Hennepin, IL 61327

Most active in

Illinois · Texas

Work history

Cyr Financial Inc.

2024 - Present (2 years)

American Equity

2021 - 2024 (3 years)

N/a

2006 - 2020 (14 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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Ian N

Series 65

Hennepin, IL

Cyr Financial Inc.

Ian Nichols is a Series 65-licensed financial advisor with Cyr Financial Inc. in Princeton, IL, bringing seven years of industry experience. His background includes roles at Nordstrom Farms and Thacker Farms, as well as a position at Illinois Valley Community College. Nichols serves as a board member trustee for the Starved Rock Flying Club. Cyr Financial serves individuals, high net worth clients, trusts, estates, and retirement plans, offering discretionary investment management along with financial and estate planning services. The firm uses proprietary investment models and a variety of securities to build customized portfolios, providing continuous account monitoring and both project-based and ongoing planning engagements.

Active portfolio management Private / alternative investments Annuities General retirement planning
user avatar

Andrea B

Series 65

Hennepin, IL

Cyr Financial Inc.

Andrea Brannon is a financial advisor at Cyr Financial Inc. with four years of industry experience. She holds the Series 65 designation and has been with Cyr Financial since 2012. Cyr Financial serves individuals, high net worth clients, trusts, estates, and retirement plans by offering discretionary investment management alongside financial and estate-planning services. The firm uses proprietary investment models across various asset classes and provides ongoing planning, tax and accounting services, and estate document preparation.

Active portfolio management Private / alternative investments Annuities General retirement planning
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Caleb B

CFP®, ChFC®, Series 63

Hennepin, IL

Cyr Financial Inc.

Caleb Bjerk is a CFP® and ChFC® with seven years of industry experience. He is currently with Cyr Financial Inc., where he has worked since 2026. His prior experience includes roles at Modern Wealth Management, Wade Financial Advisory, and Northwestern Mutual Investment Services, among others. Cyr Financial serves individuals, high net worth clients, trusts, estates, and retirement plans, offering discretionary investment management alongside financial and estate-planning services. The firm employs customized portfolios using proprietary investment models and provides ongoing financial planning, tax and accounting services, and estate document preparation.

Active portfolio management Private / alternative investments Annuities General retirement planning
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Philip S

Series 65

La Salle, IL

Studio Investment Management

Philip Slevin is a financial advisor at Studio Investment Management with a Series 65 credential and one year of industry experience. His prior work includes six years at Hometown National Bank, two years at Mariam Global Health, and 17 years with Alpha and Omega Capital, LLC/Elohim Capital Partners. Studio Investment Management serves a diverse client base including individuals, trusts, retirement plans, partnerships, and government entities. The firm offers discretionary portfolio management, financial planning, and investment consulting with a value-oriented, long-term investment approach tailored to client guidelines.

Income planning
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Christian C

CFP®, Series 63, Series 66

Hennepin, IL

Cyr Financial Inc.

Christian Cyr is a CFP® with 13 years of industry experience, currently serving at Cyr Financial Inc. since 2015. He previously worked at Purshe Kaplan Sterling Investments from 2015 to 2020. Outside of advisory services, he owns a CPA and bookkeeping firm and offers various insurance products. Cyr Financial Inc. serves individuals, high net worth clients, trusts, estates, and retirement plans, providing discretionary investment management alongside financial and estate planning services. The firm employs customized portfolios using proprietary investment models and offers additional services including tax, accounting, and insurance recommendations.

Active portfolio management Private / alternative investments Annuities General retirement planning
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Sandra B

Series 65

Peru, IL

Gradient Advisors, LLC

Sandra Brown is a Series 65 licensed financial advisor with six years of industry experience, currently with Gradient Advisors, LLC since 2020. She has previously worked at AE Wealth Management, LLC and Brokers Financial. Outside of her advisory role, she is involved in insurance sales and services through Senior Watchdog, Inc., a business she has been associated with since 2017. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and businesses. The firm supports a network of 169 advisors across 154 offices and employs a combination of fundamental, technical, and cyclical analysis to develop tailored investment strategies.

Retirement income strategy General tax planning
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