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Thomas Stoecker

Advisor at Cetera

Updated today

Location

Virden, IL 62690

Credentials

Series 63, Series 65

Industry experience

32 years

About

Thomas Stoecker is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Summit Financial Group and Legacy Financial Group. Outside of his advisory role, Stoecker serves as Treasurer and Honor Guard Captain for the American Legion, is the Shaw's Point Township Supervisor, a member of the Macoupin County Board of Review, and chairs the Macoupin County Republican Central Committee. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 advisors, offering portfolio management, financial planning, and fiduciary solutions. The firm combines advisor-managed accounts, model portfolios, and third-party solutions, with a notable integration of retirement and fiduciary services alongside its broad advisory platform.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

160 N Dye St

Virden, IL 62690

Most active in

Illinois · Texas

Work history

Cetera

2023 - Present (3 years)

Cetera Wealth Services, LLC

2019 - Present (7 years)

Summit Financial Group,Inc

2001 - 2021 (20 years)

Summit Brokerage Services, Inc

2001 - 2019 (18 years)

Legacy Financial Group

2000 - Present (26 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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Business sale tax planning Founder/Business Owner
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Retirement income strategy Social Security optimization General tax planning Wealth management
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Virden, IL

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Ethan Thomas is a financial advisor at Maynerich Financial with one year of industry experience. He holds the Series 65 designation and has worked primarily with Maynerich Financial since 2021. Outside of his advisory role, Ethan owns and operates EFNF LLC, an online consulting business serving e-commerce and Amazon sales companies. Maynerich Financial provides portfolio management, investment analysis, financial planning, and retirement plan consulting to individuals, trusts, estates, corporations, and pension plans. The firm constructs individualized investment plans and manages client accounts using a variety of analysis methods and investment vehicles tailored to client goals and risk tolerance.

Retirement income strategy Social Security optimization General tax planning Wealth management
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Chris H

Series 63, Series 65

Carlinville, IL

IPI Wealth Management, Inc.

Chris Hammann is a financial advisor with IPI Wealth Management, Inc. in Carlinville, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Investment Planners, Inc. since 1997. Outside of advising, Hammann is involved as a musician with Miles Station Music and owns a farm. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans, offering portfolio management, financial planning, and access to third-party manager programs. The firm employs an open-architecture investment platform with risk-based model suites and utilizes an outsourced-agent operational model for trade execution and reporting.

ESG / Sustainable investing Retirement income strategy
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Dax C

Series 66

Chatham, IL

Ameriprise

Dax Campbell is a financial advisor with Ameriprise in Chatham, IL, holding a Series 66 designation and bringing 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Campbell is involved in business ownership and property management activities unrelated to investment advisory services. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm employs a centralized consulting team and combines research, modeling, and tax analysis to deliver personalized, non-discretionary advice.

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Adam L

Series 63, Series 66

Chatham, IL

Edward Jones

Retirement income strategy General retirement planning General estate planning guidance Financial Professional
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