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Rachael Asbury

Advisor at &PARTNERS

Updated today

Location

Carbondale, IL 62901

Credentials

CFP®, Series 66

Industry experience

7 years

About

Rachael Asbury is a CFP® and holds a Series 66 license, currently serving as a financial advisor at &Partners with seven years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors, and has a background that includes roles outside finance such as at Fat Bottom Bettys and White Oak Golf Course. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers a range of services from portfolio management to estate consulting, utilizing both proprietary and third-party strategies, and features distinctive capabilities such as municipal advisory registration, investment banking, and specialized consulting services.

Client services

Based on &PARTNERS

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction

Expertise

Based on &PARTNERS

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments

Occupation focus

Based on &PARTNERS

Founder/Business Owner Retired Executive

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Fee options

Fixed

Financial Planning Fee, Estate/Trust/Family Office Administration Consulting Fee, Consulting Fee - negotiated fixed fees as agreed with client

Commissions

Brokerage commissions on certain transactions; commissions received from mutual funds and insurance products

Project-based

Hourly Consulting Fee as agreed with client, invoiced monthly

Subscriptions

Research Report Services fee of $500/month

Other

Minimum fee: $40 annual fee if account is below Envestnet recommended minimum for Tax Overlay Services Fee-only: Financial Planning Fee, Estate/Trust/Family Office Consulting Fee, Hourly Consulting Fee, Consulting Fee - all negotiated fixed or hourly fees as agreed with client

Location

2250 Reed Station Parkway, Unit 104

Carbondale, IL 62901

Most active in

Illinois · Texas

Work history

&Partners, LLC

2024 - Present (2 years)

Wells Fargo Clearing

2018 - 2024 (6 years)

Wells Fargo Advisors

2018 - 2018 (1 year)

Fat Bottom Bettys

2016 - 2016 (1 year)

Full-Time Education at Southern Illinois University Carbondale

2014 - 2018 (4 years)

White Oak Golf Course

2014 - 2017 (3 years)

Pistol Cit Resturant

2013 - 2016 (3 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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John A

Series 66

Carbondale, IL

Alliance Wealth Advisors

John Alongi II is a financial advisor with Alliance Wealth Advisors in Carbondale, IL, holding a Series 66 designation and 17 years of industry experience. He has been with Alliance Wealth Management LLC since 2019 and has also worked with LPL Financial since 2008. Outside of his advisory role, he is a partner in a family-owned Italian restaurant. Alliance Wealth Advisors provides investment supervisory services and discretionary portfolio management primarily for individuals and pension and profit-sharing plans. The firm uses a combination of fundamental and technical analysis to establish individualized investment policies and routinely exercises discretionary authority to implement client trades.

Wealth management
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Bradley W

CFP®, Series 66

Carbondale, IL

Alliance Wealth Advisors

Bradley Wills is a Certified Financial Planner™ (CFP®) with 19 years of industry experience. He is currently with Alliance Wealth Advisors in Carbondale, IL, where he has worked since 2019, and has also been affiliated with LPL Financial since 2008. Alliance Wealth Advisors provides investment supervisory services and discretionary portfolio management primarily for individual clients and pension and profit-sharing plans. The firm employs a mix of fundamental and technical analysis to develop individualized investment policies and routinely exercises discretionary authority in managing client portfolios.

Wealth management
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Sheila L

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Marion, IL

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Sheila Lautenbacher is a financial advisor with KCPAG Financial Advisors LLC, holding Series 63 and Series 65 designations and 20 years of industry experience. She has worked with KCPAG Financial Advisors since 2015 and has prior experience at Securities America Inc. and Kemper Capital Management. Sheila is also involved with KCPAG Insurance Services LLC. KCPAG Financial Advisors LLC offers personalized financial planning, discretionary asset management, and retirement plan consulting for individuals, trusts, estates, charitable organizations, and business clients. The firm integrates fundamental analysis with institutional model portfolios and third-party platforms, providing tailored investment programs and quarterly account reviews.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Jolene J

Series 63, Series 65

Marion, IL

KCPAG Financial Advisors LLC

Jolene Johnson is a financial advisor with KCPAG Financial Advisors LLC and Kemper Capital Management LLC, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. She has worked at Kemper Capital Management LLC and KCPAG Financial Advisors LLC since 2008, and previously at Securities America, Inc. from 2007 to 2019. KCPAG Financial Advisors LLC offers personalized financial planning, discretionary asset management, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business clients. The firm uses a combination of fundamental analysis, trading strategies, and access to institutional model portfolios and third-party platforms to develop individualized investment programs.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Max N

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Carterville, IL

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Max Novak is a CFP® with three years of industry experience, currently serving as a financial advisor at Core Planning. He previously worked at Facet Wealth, Moneta Group Investment Advisors, Personal Capital, PaySimple, and Southern Illinois University. Outside of his advisory role, Novak holds a position as Director of Client Success at Domain Money, a flat fee financial planning firm. Core Planning provides fee-based financial planning and wealth management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals, time horizons, and risk tolerances, utilizing a combination of in-house advice, third-party money managers, and model portfolios.

Retirement income strategy
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Michael N

Series 65, Series 66

Marion, IL

Prospera Financial Services, inc.

Michael Nichols is a financial advisor at Prospera Financial Services, Inc. with 27 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Cutter & Company Brokerage, Inc. for 21 years. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion across about 207 advisors and offers a range of investment advisory and financial planning services through multiple delivery platforms.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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