DFX Intelligence
Data Factory
Reading the graph
Reading the graph
CRD 117491
ROBINSON, IL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| THOMAS ARTHUR MOORE | Certified Financial Planner | ROBINSON, IL | 27 | 38 | n/a | no |
| JOHN DAVID PORTER | Chartered Financial Analyst | EVANSVILLE, IN | 24 | 36 | n/a | no |
| SHAWNA DELANE HORNE | n/a | EVANSVILLE, IN | 24 | 26 | n/a | no |
| BRIAN ANTHONY BOUILLET | n/a | VINCENNES, IN | 18 | 39 | n/a | no |
| JOLENE MARIE JOHNSON | n/a | Marion, IL | 18 | 28 | n/a | no |
| CHRISTOPHER JOHN FRIZZI | Certified Financial Planner | MODESTO, CA | 16 | 32 | 1 | no |
| R JUSTIN SMITH | Certified Financial Planner|Chartered Financial Analyst | GREENFIELD, IN | 15 | 20 | n/a | no |
| SHEILA RAE LAUTENBACHER | n/a | Marion, IL | 11 | 23 | n/a | no |
| BENJAMIN TODD RUSSELL | Certified Financial Planner | EVANSVILLE, IN | 10 | 19 | n/a | no |
| WILLIAM KENT THOMAS | n/a | ROBINSON, IL | 9 | 10 | n/a | no |
| Kelly Lynn Crumrin | n/a | ROBINSON, IL | 6 | 10 | n/a | no |
| BENJAMIN CHASE BROWN | n/a | ROBINSON, IL | EVANSVILLE, IN | 2 | 11 | n/a | no |
| TRENT BIERMAN | n/a | ROBINSON, IL | 1 | 12 | n/a | no |
| Kameron Eugene Vinsel | n/a | ROBINSON, IL | Vincennes, IN | 0 | 13 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| HORNE, SHAWNA, DELANE | BOARD MEMBER | Na | yes | 04/2012 | Apr 30, 2012 | Aug 8, 2012 |
| KEMPER CAPITAL MANAGEMENT LLC | 100% OWNER | E | yes | 08/1998 | Feb 21, 2012 | Aug 8, 2012 |
| KEMPER CPA GROUP LLP | 72% OWNER | E | yes | 08/1998 | Feb 21, 2012 | Aug 8, 2012 |
| MEADOR, GREGORY, PAUL | 2% OWNER | F | yes | 05/2007 | Feb 21, 2012 | Aug 8, 2012 |
| MEADOR, GREGORY, PAUL | BOARD MEMBER | Na | yes | 04/2012 | Feb 21, 2012 | Aug 8, 2012 |
| MOORE, THOMAS, ARTHUR | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER/ BOARD MEMBER | Na | yes | 08/1998 | Feb 21, 2012 | Aug 8, 2012 |
| MOORE, THOMAS, ARTHUR | 7% OWNER | F | yes | 05/2006 | Feb 21, 2012 | Aug 8, 2012 |
| PORTER, JOHN, DAVID | BOARD MEMBER | Na | yes | 05/2006 | Feb 21, 2012 | Aug 8, 2012 |
| PORTER, JOHN, DAVID | 19% OWNER | F | yes | 05/2006 | Feb 21, 2012 | Aug 8, 2012 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| KCPAG BROKERAGE SERVICES LLC | n/a | n/a | n/a | N | yes | IL |
| KCPAG INSURANCE SERVICES LLC | n/a | n/a | n/a | N | yes | n/a |
| KEMPER CPA GROUP LLP | n/a | n/a | n/a | Y | no | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Merced | CA | United States | n/a | no |
| Modesto | CA | United States | n/a | no |
| Stockton | CA | United States | n/a | no |
| Tracy | CA | United States | n/a | no |
| Champaign | IL | United States | n/a | no |
| Effingham | IL | United States | n/a | no |
| Harrisburg | IL | United States | n/a | no |
| Marion | IL | United States | n/a | no |
| Mattoon | IL | United States | n/a | no |
| MT. CARMEL | IL | United States | n/a | no |
| MT. VERNON | IL | United States | n/a | no |
| Olney | IL | United States | n/a | no |
| Robinson | IL | United States | n/a | no |
| Clinton | In | United States | n/a | no |
| Connersville | In | United States | n/a | no |
| Evansville | In | United States | n/a | no |
| Greenfield | In | United States | n/a | no |
| Indianapolis | In | United States | n/a | no |
| TERRE HAUTE | In | United States | n/a | no |
| Vincennes | In | United States | n/a | no |
| Washington | In | United States | n/a | no |
| Henderson | Ky | United States | n/a | no |
| Paducah | Ky | United States | n/a | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2012 | Jun 21, 2012 | $50.1M | $12.2M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2012 | $50.1M | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a |