Bloomington, IL Financial Advisors and Resources



Financial Advisor Firms in Bloomington, IL


STATE FARM INVESTMENT MANAGEMENT CORP.

Website

(800) 447-0740

One State Farm Plaza
B-2
Bloomington, IL 61710

SEC#: 801-8184
Years in Business: 49 years

NEPSIS, INC.

Website

(309) 452-7881

315 East Front Street, Ste A

Bloomington, IL 61701

SEC#: 801-67023
Years in Business: 15 years

INTERACTIVE FINANCIAL ADVISORS, INC.

Website

(309) 664-0058

2302 E. Oakland Ave
Suite 3
Bloomington, IL 61701

SEC#: 801-63771
Years in Business: 16 years

SLAGLE FINANCIAL, LLC.

Website

(888) 294-9248

2206 Eastland Drive

Bloomington, IL 61704

SEC#: 801-113986
Years in Business: 3 years

NEPSIS, INC.

Website

(309) 452-7881

315 East Front Street, Ste A

Bloomington, IL 61701

SEC#: 801-67023
Years in Business: 15 years

INTERACTIVE FINANCIAL ADVISORS, INC.

Website

(309) 664-0058

2302 E. Oakland Ave
Suite 3
Bloomington, IL 61701

SEC#: 801-63771
Years in Business: 16 years

KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC.

Website

(309) 820-7443

207 W. Jefferson St. #101

Bloomington, IL 61701

SEC#: 801-56878
Years in Business: 21 years

INTERACTIVE FINANCIAL ADVISORS, INC.

Website

(309) 664-0058

2302 E. Oakland Ave
Suite 3
Bloomington, IL 61701

SEC#: 801-63771
Years in Business: 16 years

THREE SIXTY WEALTH MANAGEMENT, LLC

Website

(630) 219-1695

3805 Ballybunion Road

Bloomington, IL 61704

SEC#: 801-120638
Years in Business: 0 years


How Retirement-Friendly is Bloomington, IL?

  • Population: 78,015
  • % of Population 62 Years and Over: 16.4%
  • Average Home Value: $176,600
  • Average Monthly Housing Cost: $958
  • Average Household Income: $92,272
  • Illinois Total Tax Burden: 9.52% (9th Highest in U.S.)
  • Illinois Property Tax: 4.00% (8th Highest in U.S.)
  • Illinois Individual Income Tax: 2.11% (19th Lowest in U.S.)
  • Illinois Sales and Excise Tax: 3.41% (24th Highest in U.S.)


Bloomington, IL Financial Advisor FAQs

There are three ways that financial advisors get paid. The first way is what's called a commission-based payment structure, where the advisor gets a fixed rate of money for every transaction they do and don't have to work with clients, and this type of fee structure is the most controversial. The second way advisors get paid is through an agreed upon fees where they charge a great deal more, but you benefit from their experience and advice. And the third way they can be paid is though an hourly rate for as long as it takes them to finish your goals.
There are several answers to this question, but it is first important to understand that a financial advisor should be chosen based on the client's desires and needs.
Financial advisors vary in cost depending on which type of advisor they are and how much work they do.
There are a lot of good questions to ask a financial advisor. But the 2 most important ones to start with are What kind of degrees and certifications do you have? and How will you be investing my money?