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Thomas Moore

Advisor at KCPAG Financial Advisors LLC

Updated today

Location

Robinson, IL 62454

Credentials

CFP®, Series 63, Series 65

Industry experience

31 years

About

Thomas Moore is a CFP® professional with 31 years of experience in the financial industry. He is affiliated with KCPAG Financial Advisors LLC and has worked at several related firms, including Securities America Inc. and Kemper Capital Management LLC. Moore is also involved with Kemper CPA Group LLC, where he has worked since 1987. KCPAG Financial Advisors LLC provides personalized financial planning, discretionary asset management, and retirement plan consulting for individuals, trusts, charitable organizations, and business clients. The firm utilizes a combination of fundamental analysis, trading strategies, and institutional model portfolios, offering services through multiple advisory programs and third-party platforms.

Client services

Based on KCPAG Financial Advisors LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on KCPAG Financial Advisors LLC

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

Occupation focus

Based on KCPAG Financial Advisors LLC

Founder/Business Owner

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Fee options

Percentage

$0 - $250,000: 1.00% $250,001 - $750,000: 0.90% $750,001 - $2,000,000: 0.80% $2,000,001 - $3,000,000: 0.70% $3,000,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.50% $10,000,001 - $25,000,000: 0.40% $25,000,001 - and above: 0.30%

Commissions

Representatives may earn commissions from insurance sales and may offset advisory fees by commissions

Project-based

$150-$300 per hour depending on service complexity and representative

Other

Fee-only: Financial planning and consultations billed hourly at $150-$300 per hour

Location

1619 W Main Street

Robinson, IL 62454

Most active in

Arizona · California · Florida · Georgia · Illinois · Indiana · Kentucky · Louisiana · Missouri · North Carolina · Ohio · Tennessee · Texas

Work history

Securities America Inc.

2005 - 2019 (14 years)

Kcpag Insurance Services Llc

2000 - Present (26 years)

Kemper Capital Management LLC

2000 - Present (26 years)

Kcpag Brokerage Llc

2000 - 2019 (19 years)

KCPAG Financial Advisors LLC

1998 - Present (28 years)

Kemper Cpa Group Llc

1987 - Present (39 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

Ryan K

Series 66

Robinson, IL

Prairie Rivers Investments, LLC

Ryan Keen is a financial advisor at Prairie Rivers Investments, LLC with 13 years of industry experience. He holds the Series 66 designation and has worked at Prairie Rivers Investments since 2017, with prior roles at Securities America, Inc. and SSN Advisory Inc. Outside of his advisory work, Keen operates a hobby farm and a woodworking shop, taking selective jobs for furniture and household items. Prairie Rivers Investments provides portfolio management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as institutions such as endowments and charitable organizations. The firm employs a goals-based, long-term buy-and-hold investment approach and offers specialized services including discretionary management, third-party manager selection, and tiered service levels that include family office and trust consulting.

Charitable giving & philanthropy Long-term care insurance General retirement planning Tax-loss harvesting Founder/Business Owner Retired Executive
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Patrick K

Series 63, Series 66

Robinson, IL

Prairie Rivers Investments, LLC

Patrick Keen is a financial advisor at Prairie Rivers Investments, LLC with 41 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Prairie Rivers since 2017, with prior roles at Securities America, Inc. and SSN Advisory Inc. Outside of advisory work, he is also involved in insurance-related activities including life, fixed and indexed annuities, and long-term care. Prairie Rivers Investments provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and institutions such as endowments and retirement plans. The firm employs a goals-based, long-term buy-and-hold investment approach, incorporating institutional mutual funds, ETFs, individual securities, and third-party manager selection, and offers tiered service levels including family office and trust consulting.

Charitable giving & philanthropy Long-term care insurance General retirement planning Tax-loss harvesting Founder/Business Owner Retired Executive
user avatar

Kyle D

Series 66

Robinson, IL

Prairie Rivers Investments, LLC

Kyle Dishong is a financial advisor at Prairie Rivers Investments, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Securities America, Inc. and SSN Advisory Inc. Dishong serves on the board of directors and as treasurer for the Crawford County Leadership Alliance, a nonprofit organization focused on community leadership development. Prairie Rivers Investments provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and institutions such as endowments and retirement plans. The firm employs a long-term, goals-based investment approach with discretionary and non-discretionary management, incorporating mutual funds, ETFs, individual securities, and third-party manager selections.

Charitable giving & philanthropy Long-term care insurance General retirement planning Tax-loss harvesting Founder/Business Owner Retired Executive
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Trent B

Series 63, Series 65

Robinson, IL

KCPAG Financial Advisors LLC

Trent Bierman is a financial advisor at KCPAG Financial Advisors LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Regions Bank, Fifth Third Securities, and Fifth Third Bank. KCPAG Financial Advisors LLC provides personalized financial planning, discretionary asset management, and retirement plan consulting for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business clients. The firm combines fundamental analysis with access to institutional model portfolios and third-party programs, offering customized investment solutions 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
user avatar

William T

Series 63, Series 65

Robinson, IL

KCPAG Financial Advisors LLC

William Thomas is a financial advisor with KCPAG Financial Advisors LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes roles at Securities America, Inc., Kemper Capital Management, and Casey State Bank. He is also associated with KCPAG Insurance Services LLC. KCPAG Financial Advisors LLC offers personalized financial planning, discretionary asset management, and retirement plan consulting for individuals and various institutional clients. The firm utilizes a combination of fundamental analysis, trading strategies, and access to institutional model portfolios through multiple advisory 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
user avatar

Kelly C

Series 65

Robinson, IL

KCPAG Financial Advisors LLC

Kelly Crumrin is a financial advisor at KCPAG Financial Advisors LLC with six years of industry experience. She holds a Series 65 designation and has worked at KCPAG since 2019. Prior to that, she was with Kemper Capital Management starting in 2018 and Kemper CPA Group from 2016 to 2018. KCPAG Financial Advisors LLC provides personalized financial planning, discretionary asset management, retirement plan consulting, and referrals to third-party money managers. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business clients, combining fundamental analysis and a range of institutional model portfolios 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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