Cetera Investment Advisers LLC is a financial advisory firm based in Schaumburg, Illinois. It currently has approximately $30,328,476,149 of assets under management and employs about 3094 people. Cetera Investment Advisers LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

World Equity Group, Inc. offers the Rep Managed Wrap Fee Program, providing investment planning and management services to clients, including actively managed equity and bond market participation programs, asset allocation programs, and financial planning services. Clients work with an Investment Advisor Representative (IAR) to invest funds on a discretionary, limited discretionary, or non-discretionary basis based on personal and financial data. Clients may need brokerage accounts with TD Ameritrade Institutional, Pershing, or RBC Capital Markets. Fees for the program are negotiable, with a maximum annual fee of three percent based on account value, paid quarterly in advance. The program may cost more or less than separate services, and fees do not cover certain charges like SEC fees or transfer taxes. Clients receive regular performance evaluations and account statements. All investment strategies involve risk, and past performance does not guarantee future results. World Equity Group is a Registered Investment Advisor, independently owned and operated, not affiliated with custodians. Clients should carefully review all disclosures and documents provided.

KRD Wealth Management, LLC, established in 2021 and registered with the SEC in February 2022, offers fee-based financial planning and investment management services. The firm assists clients in determining their risk profile, investment goals, and objectives, managing client assets on a non-discretionary or discretionary basis. Services include portfolio management, selection of third-party money managers, and ERISA services for retirement plans. KRD Wealth Management provides financial planning services analyzing net worth, cash flow, taxes, and more. The firm manages $98,532,392 in client assets as of December 31, 2023, with fees based on a percentage of assets under management. Clients may pay fees ranging from 1.00% to 0.55% per annum based on asset levels. The firm does not charge performance-based fees and has no disciplinary events to disclose. Investment strategies include long-term purchases, short-term purchases, and option writing. KRD Wealth Management uses fundamental, technical, and cyclical analysis in security analysis. Clients have the option to provide investment discretion and are responsible for proxy voting. The firm does not vote proxies on behalf of clients. KRD Wealth Management does not have custody of client funds or securities and does not solicit prepayment of fees exceeding $1,200 per client.

Monere Wealth Management, Inc. is a financial advisory firm based in Schaumburg, Illinois. It currently has approximately $57,000,000 of assets under management and employs about 10 people. Monere Wealth Management, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.