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Ian Legner

Advisor at Kestra Advisory

Updated today

Location

Princeton, IL 61356

Credentials

CFP®, Series 66

Industry experience

3 years

About

Ian Legner is a financial advisor with Kestra Advisory Services, holding a Series 66 credential and three years of industry experience. His prior roles include positions at Sterling Land Company and Kestra Investment Services, LLC. He serves on the board of the Princeton Public Library. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers fiduciary consulting, plan design, investment advice, and employee education, managing approximately $79.8 billion in assets and serving a wide range of investors, including large institutional clients.

Client services

Based on Kestra Advisory

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Kestra Advisory

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management

Occupation focus

Based on Kestra Advisory

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees for financial planning and consulting typically range from $1,000 to $100,000, negotiated with the client.

Percentage

Start-up - $1,999,999: 1.50% $2,000,000 - $4,999,999: 1.25% $5,000,000 - $9,999,999: 1.00% $10,000,000 - $24,999,999: 0.75% $25,000,000+: 0.50%

Commissions

Commission-based compensation is available through affiliated broker-dealer Kestra IS; commissions and fees vary by product.

Project-based

Financial planning and consulting services may be charged on an hourly basis when applicable.

Subscriptions

Subscription fees may be charged monthly, quarterly, or semi-annually for financial planning or consulting services.

Other

Account minimum: $10,000 (minimum for AdvisorChoice platform, but may be waived) Minimum fee: Minimum annual account fees on AdvisorEnterprise platform: $60 (APM-Tickets), $95 (APM-Wrap), $75 (FSP and SMA), $350 (UMA) Fee-only: Flat fees generally range from $1,000 to $100,000 but can be more or less as negotiated. Financial planning and consulting fees can also be charged hourly, as a percentage of assets, flat fee, or subscription (e.g., monthly, quarterly).

Location

306 Backbone Road E, Suite 1

Princeton, IL 61356

Most active in

Illinois

Work history

Sterling Land Company

2023 - Present (3 years)

Kestra Investment Services, LLC

2022 - Present (4 years)

University of Illinois Champaign-Urbana

2020 - 2022 (2 years)

JMX Helicopters

2019 - 2022 (3 years)

CornBelt Energy

2019 - 2019 (1 year)

Illinois Valley Community College

2018 - 2020 (2 years)

Princeton High School

2014 - 2018 (4 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
user avatar

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
user avatar

Emma B

CFA®

Hennepin, IL

Cyr Financial Inc.

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.

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

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
user avatar

Stephen B

Series 63, Series 65

Princeton, IL

Kestra Advisory

Stephen Bouslog is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 24 years of industry experience. He has worked at Kestra Advisory since 2017 and previously at Wfg Investments. Bouslog serves as president of CAMS Real Estate, Inc. and is a board member of the Bureau County Historical Society. He also serves as president of the Princeton Rotary Club. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers a range of services such as fiduciary consulting, plan-level investment advice, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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