#1Stackstone Wealth, LLC
STACKSTONE WEALTH, LLC
Serves this area from IA
Retirement Plan Advisors in Jo Daviess County, IL
The top-ranked retirement plan advisors serving Jo Daviess County, IL are Stackstone Wealth, LLC, Avantax Planning Partners, Inc. and Steele Capital Management, Inc.. We list 5 retirement plan advisors serving Jo Daviess County, IL. 5 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Jo Daviess County, IL. 5 providers, 5 of the top 5 verified against federal or state records. Registry records checked on 2026-11-04.
Top 5 ranked retirement plan advisors for Jo Daviess County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Stackstone Wealth, LLC | SEC-registered investment adviser (CRD)#342692 | IA | (563) 552-7000 |
| 2 | Avantax Planning Partners, Inc. | SEC-registered investment adviser (CRD)#106237 | Dubuque, IA (25 mi) | (563) 582-2855 |
| 3 | Steele Capital Management, Inc. | SEC-registered investment adviser (CRD)#107097 | Dubuque, IA (25 mi) | (563) 588-2097 |
| 4 | Rosemeyer Management Group | SEC-registered investment adviser (CRD)#310363 | Platteville, WI (29 mi) | (608) 348-2274 |
| 5 | The Life Group Financial Services | SEC-registered investment adviser (CRD)#277091 | Dubuque, IA (29 mi) | (563) 587-7840 |
#2Avantax Planning Partners, Inc.
AVANTAX PLANNING PARTNERS, INC.Serves this area from Dubuque, IA (25 mi)#3Steele Capital Management, Inc.
STEELE CAPITAL MANAGEMENT, INC.Serves this area from Dubuque, IA (25 mi)#4Rosemeyer Management Group
RMG WEALTH MANAGEMENT, LLCServes this area from Platteville, WI (29 mi)#5The Life Group Financial Services
GUNCHEON FINANCIAL LLCServes this area from Dubuque, IA (29 mi)
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Frequently asked questions
How many retirement plan advisors serve Jo Daviess County?
We list 5 retirement plan advisors serving Jo Daviess County, IL: 0 based there and 5 serving it from nearby. 5 of the top 5 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Jo Daviess County?
The top-ranked retirement plan advisors serving Jo Daviess County, IL are Stackstone Wealth, LLC, Avantax Planning Partners, Inc., Steele Capital Management, Inc., Rosemeyer Management Group and The Life Group Financial Services. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Jo Daviess County are verified against official records?
5 of the top 5 match an active official record: Stackstone Wealth, LLC (U.S. Securities and Exchange Commission), Avantax Planning Partners, Inc. (U.S. Securities and Exchange Commission), Steele Capital Management, Inc. (U.S. Securities and Exchange Commission), Rosemeyer Management Group (U.S. Securities and Exchange Commission) and The Life Group Financial Services (U.S. Securities and Exchange Commission). Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Communities served
Galena, Stockton, The Galena Territory, East Dubuque, Warren, Hanover, Elizabeth, Apple Canyon Lake, Scales Mound, Apple River, Menominee, Nora