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Jerry W Thomann

KCPAG FINANCIAL ADVISORS LLC·ROBINSON, Illinois
Unclaimed Profile
302 E. WALNUT STREET, ROBINSON, IL 62454CRD# 2832082Firm CRD# 117491
01

About

Jerry W Thomann is a registered financial advisor based in ROBINSON, Illinois, affiliated with KCPAG FINANCIAL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
KCPAG FINANCIAL ADVISORS LLC
KCPAG FINANCIAL ADVISORS LLC
AUM
$50M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at KCPAG FINANCIAL ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Other: SOLICITOR/REFERRAL FEES
Regulatory
SEC/IARD CRD# 2832082
Firm CRD# 117491
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jerry W Thomann offer?
Jerry W Thomann specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROBINSON, Illinois for a consultation.
What are Jerry W Thomann's credentials?
Jerry W Thomann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jerry W Thomann located?
Jerry W Thomann is based in ROBINSON, Illinois, working with KCPAG FINANCIAL ADVISORS LLC. Their office serves clients in the ROBINSON metropolitan area and surrounding communities.
How does Jerry W Thomann charge for services?
Jerry W Thomann's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, other: solicitor/referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KCPAG FINANCIAL ADVISORS LLC?
KCPAG FINANCIAL ADVISORS LLC has approximately 11 employees and manages $50M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ROBINSON
Jack Layard Wetzel — KCPAG FINANCIAL ADVISORS LLCJohn David Porter — KCPAG FINANCIAL ADVISORS LLCGregory Paul Meador — KCPAG FINANCIAL ADVISORS LLCJoseph Michael Mendes — KCPAG FINANCIAL ADVISORS LLCThomas Arthur Moore — KCPAG FINANCIAL ADVISORS LLC
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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