Advisor at CG Advisory Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Galesburg, IL 61401
Credentials
Series 63, Series 65
Industry experience
18 years
Timothy Loving is a financial advisor with CG Advisory Services in Galesburg, IL, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Kure Advisory, Truadvice, LLC, Capital Asset Advisory Services, LLC, and Preservation Wealth Management. CG Advisory Services is an SEC-registered firm managing approximately $4.02 billion for a diverse client base that includes individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management and financial planning through proprietary model portfolios, third-party managers, and access to customized private equity and hedge fund investments.
Based on CG Advisory Services
Based on CG Advisory Services
Fixed fees for financial planning generally ranging from $400 to $5,000; engagement fees up to $3,500 one-time or ongoing up to $10,000 annually; additional services with fixed fees negotiable
$0 - $250,000: Negotiable, minimum $3,000 annual fee $250,001 - $500,000: Up to 2.00% advisory fee plus up to 0.50% administrative fee (WealthMark portfolio) $5,000+: WealthBuilder account program advisory fee up to 2.00% plus up to 0.50% administrative fee $500,000+: Up to 2.00% advisory fee plus up to 0.50% administrative fee for CGAS Managed Select Accounts, plus SMA manager fees 0.20% to 0.55% No minimum+: No minimum for Adviser as Portfolio Manager (APM) accounts, advisory fee up to 2.00% plus up to 0.50% administrative fee
Some representatives are licensed insurance agents and registered reps earning commissions on insurance and brokerage products outside advisory accounts
Financial planning and consulting hourly rates up to $300/hour, negotiable
Account minimum: $5,000 Minimum fee: Minimum annual fee of $3,000 for households with less than $250,000 of adviser-managed assets; negotiable Fee-only: Financial planning: hourly fee up to $300/hour; fixed fee $400 to $5,000 (negotiable); consulting hourly up to $300/hour or up to 1.00% of assets advised
250 East Main St. Suite 117
Galesburg, IL 61401
Illinois
CG Advisory Services
2022 - Present (4 years)
Kure Advisory
2021 - 2022 (1 year)
Truadvice, LLC
2019 - 2021 (2 years)
Capital Asset Advisory Services, LLC
2012 - 2019 (7 years)
Preservation Wealth Management
1987 - Present (39 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65
Galesburg, IL
Berthel, Fisher & Company Financial Services, Inc.
Jean Schneider is a CFP® with 39 years of industry experience, currently serving at Berthel, Fisher & Company Financial Services, Inc. since 2003. She also holds leadership roles as president of Insurance Advisers Agency, Inc. and Bailey Financial Group, Inc., both involved in insurance and securities sales since 1989. Berthel, Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and institutional clients. The firm offers a range of asset management platforms and portfolio construction options through approximately 100 independent investment adviser representatives.
Series 63, Series 65
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Gina Martin is a financial advisor at Sequent Planning, LLC with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research, Inc. and Farmers Financial Solutions. Martin serves as a board member for the OSF St Mary Medical Center Auxiliary. Sequent Planning, LLC is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and retirement plan sponsors. The firm manages approximately $394.7 million in assets, employing ETF-based strategic models for discretionary asset management and offering a range of financial planning and retirement consulting services.
Series 66
Galesburg, IL
Benjamin F. Edwards & Company, Inc.
Debra Goodwin is a financial advisor at Benjamin F. Edwards & Company, Inc. with 25 years of industry experience. She holds the Series 66 designation and has been with Benjamin F. Edwards since 2015. Outside of her advisory role, she owns and operates a home-based rug weaving and stained glass business called Prairie Rugs USA. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs and investment strategies that include both firm-developed and third-party models.
Series 63, Series 65
Victoria, IL
J. W. Cole Advisors, Inc.
Thomas Eacott is a financial advisor with J. W. Cole Advisors, Inc. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has been self-employed in accounting through T & C Financial Inc. since 2005, serving as its president. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans nationwide through a network of more than 400 independent representatives. The firm offers portfolio management, financial planning, access to third-party managers, and various managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.
Series 63, Series 66
Galesburg, IL
Benjamin F. Edwards & Company, Inc.
John Crock is a financial advisor with Benjamin F. Edwards & Company, Inc. in Galesburg, IL. He holds Series 63 and Series 66 licenses and has 33 years of industry experience, including 16 years with his current firm. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with roughly 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs, financial planning, and investment management services that utilize a mix of firm-developed and third-party model strategies.
Series 66
Galesburg, IL
Benjamin F. Edwards & Company, Inc.
Kevin Rodeffer is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 17 years of industry experience. He has worked at Benjamin F. Edwards since 2018, following eight years at LPL Financial and twelve years at First Midwest Bank. Outside of his advisory role, he serves as treasurer for Fields Church in Galesburg, IL, managing financial contributions and providing updates to church leadership. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment strategies that include both firm-developed and third-party model portfolios.
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