user avatar

Kristen Lanning

Advisor at Pacesetter Financial Group, L.L.C.

Updated today

Location

Lincoln, IL 62656

Credentials

CFP®, Series 65

Industry experience

21 years

About

Kristen Lanning is a CFP® and holds a Series 65 license, with 21 years of industry experience. She has been with Pacesetter Financial Group, L.L.C. since 2001. Pacesetter Financial Group serves individuals, trusts, business and tax-exempt entities, and sponsors of 401(k) plans, managing approximately $145 million. The firm uses Modern Portfolio Theory to create diversified portfolios with disciplined asset-class mutual funds and provides personalized portfolio management, 401(k) plan design and oversight, limited financial planning, and 529 college savings plan services.

Client services

Based on Pacesetter Financial Group, L.L.C.

Financial planning Portfolio management Pension consulting

Expertise

Based on Pacesetter Financial Group, L.L.C.

Wealth management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Pacesetter Financial Group, L.L.C.

Founder/Business Owner

Fee options

Fixed

Additional services may be charged fixed fees; specifics not stated

Percentage

$0 - $500,000: 1.00% annually (Diversified Portfolio, Individual Clients) $500,000 - $1,000,000: 0.75% annually (Diversified Portfolio, Individual Clients) $1,000,000+: 0.50% annually (Diversified Portfolio, Individual Clients) $0+: 0.40% annually (Fixed Income Portfolio, Individual Clients) $0 - $500,000: 0.75% annually (Company-Sponsored 401(k) Plan Clients) $500,000 - $1,000,000: 0.60% annually (Company-Sponsored 401(k) Plan Clients) $1,000,000 - $4,000,000: 0.45% annually (Company-Sponsored 401(k) Plan Clients) $4,000,000 - $7,500,000: 0.30% annually (Company-Sponsored 401(k) Plan Clients) $7,500,000+: 0.20% annually (Company-Sponsored 401(k) Plan Clients)

Project-based

Additional services may be charged hourly; specific rates not stated

Other

Minimum fee: Minimum annual fee of $100 per client (Individual) or per plan (401(k) Plan), prorated for partial years Fee-only: Additional/supplemental services may be charged hourly or fixed fee; specifics not stated

Location

207 S. Mclean Street

Lincoln, IL 62656

Most active in

Illinois

Work history

Pacesetter Financial Group, L.L.C.

2001 - Present (25 years)

Disclosures

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

Business activities & affiliations

user avatar

Timothy B

CFP®, Series 66

Lincoln, IL

Pacesetter Financial Group, L.L.C.

Timothy Bacus is a CFP® professional with eight years of industry experience, currently serving at Pacesetter Financial Group, L.L.C. since 2017. Prior to joining Pacesetter, he worked at Ameriprise Financial and Lincoln Christian University. In addition to his advisory role, Timothy works as an accountant for J.M. Abbott & Associates, Ltd., a certified public accounting firm that shares ownership and resources with Pacesetter Financial Group. Pacesetter Financial Group advises individuals, trusts, business and tax-exempt entities, and sponsors of company 401(k) plans, managing approximately $145 million. The firm applies Modern Portfolio Theory to create diversified portfolios primarily using asset-class mutual funds and offers personalized portfolio management, 401(k) plan design and oversight, limited financial planning, and 529 college savings plan services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Andrew F

Series 65

Lincoln, IL

Pacesetter Financial Group, L.L.C.

Andrew Fitzpatrick is a financial advisor with Pacesetter Financial Group, L.L.C. in Lincoln, Illinois, holding a Series 65 license and possessing 16 years of industry experience. He has worked concurrently at J.M. Abbott & Associates, Ltd., a certified public accounting firm, where he is a certified public accountant assisting with tax returns, financial statements, tax planning, and business consulting. Both firms share common ownership and complementary services. Pacesetter Financial Group advises individuals, trusts, business and tax-exempt entities, and sponsors of company-sponsored 401(k) plans, managing approximately $145 million across discretionary and non-discretionary accounts. The firm applies Modern Portfolio Theory to build diversified portfolios mainly using asset-class mutual funds and provides personalized portfolio management as well as 401(k) plan design, oversight, and participant support.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Kathryn S

CFP®, Series 63, Series 66

Lincoln, IL

Private Advisor Group, LLC

Kathryn Schneider is a CFP® professional with 27 years of industry experience, currently affiliated with Private Advisor Group, LLC since 2021. She has previously worked at LPL Financial and Level Four Advisory Services, with a background that includes health insurance agency work and personal support services outside the investment field. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to various third-party asset management programs.

Retired Founder/Business Owner
user avatar

Nathaniel N

Series 63, Series 66

Lincoln, IL

LPL Financial

Nathaniel Neal is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with LPL Financial since 2012. In addition to his advisory role, he operates Nathan Neal Tax Service, which he has managed since 2011. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
user avatar

Stacy T

CFP®, Series 63

Lincoln, IL

LPL Financial

Stacy Tedrick is a CFP® with 16 years of industry experience, currently serving as a financial advisor at LPL Financial since 2008. She is based in Lincoln, IL, and holds the Series 63 license. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and delivers services through a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
user avatar

Andrew F

Series 66

Lincoln, IL

LPL Financial

Andrew Felix is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He has worked at LPL Financial since 2022 and has prior experience with Cuna Brokerage Services, Inc. and CEFCU Financial Services, Inc. Outside of his advisory work, he serves as a pastor and minister. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers various delivery options supported by an in-house research team, combining large-scale advisory operations with non-advisory product activities such as insurance and annuity sales.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")