#1 Midwest Financial Associates, Inc.
MIDWEST FINANCIAL ASSOCIATES, INC.
Serves this area from Rockford, IL (21 mi)
Call (779) 210-2930Retirement Plan Advisors in Ogle County, IL
The top-ranked retirement plan advisors serving Ogle County, IL are Midwest Financial Associates, Inc., Savant Wealth Management and Choreo, LLC. We list 4 retirement plan advisors serving Ogle County, IL. 4 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 Ogle County, IL. 4 providers, 4 of the top 4 verified against federal or state records. Registry records checked on 2026-11-04.
Top 4 ranked retirement plan advisors for Ogle County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Midwest Financial Associates, Inc. | ✓ SEC-registered investment adviser (CRD) #158573 | Rockford, IL (21 mi) | (779) 210-2930 |
| 2 | Savant Wealth Management | ✓ SEC-registered investment adviser (CRD) #107271 | Rockford, IL (24 mi) | (815) 227-0300 |
| 3 | Choreo, LLC | ✓ SEC-registered investment adviser (CRD) #111221 | Rockford, IL (25 mi) | (888) 312-2467 |
| 4 | Klaas Financial Asset Advisors, LLC. | ✓ SEC-registered investment adviser (CRD) #121399 | Loves Park, IL (26 mi) | (815) 877-8440 |
#2 Savant Wealth Management
SAVANT CAPITAL, LLCServes this area from Rockford, IL (24 mi)Call (815) 227-0300 · Website#3 Choreo, LLC
CHOREO, LLCServes this area from Rockford, IL (25 mi)Call (888) 312-2467#4 Klaas Financial Asset Advisors, LLC.
KLAAS FINANCIAL ASSET ADVISORS, LLC.Serves this area from Loves Park, IL (26 mi)Call (815) 877-8440
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Frequently asked questions
How many retirement plan advisors serve Ogle County?
We list 4 retirement plan advisors serving Ogle County, IL: 0 based there and 4 serving it from nearby. 4 of the top 4 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Ogle County?
The top-ranked retirement plan advisors serving Ogle County, IL are Midwest Financial Associates, Inc., Savant Wealth Management, Choreo, LLC and Klaas Financial Asset Advisors, LLC.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Ogle County are verified against official records?
4 of the top 4 match an active official record: Midwest Financial Associates, Inc. (U.S. Securities and Exchange Commission), Savant Wealth Management (U.S. Securities and Exchange Commission), Choreo, LLC (U.S. Securities and Exchange Commission) and Klaas Financial Asset Advisors, LLC. (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
Rochelle, Byron, Oregon, Mount Morris, Davis Junction, Polo, Forreston, Hillcrest, Stillman Valley, Lost Nation, Creston, Grand Detour, Leaf River, Monroe Center, Baileyville, Holcomb, Kings, Adeline