Laurie A. Adams
COUNTRY CAPITAL MANAGEMENT COMPANY
Peoria Heights, IL 61616
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CRD#: 3189657
Professional summary
Laurie Ann Adams, CFP® is a registered financial professional currently at COUNTRY CAPITAL MANAGEMENT COMPANY located in Peoria Heights, Illinois.
Laurie is registered as a RR (Registered Representative) and started their career in finance in 2000. Laurie has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - BD
Click below to view Laurie Ann Adams's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2002
Experience
Current
May 4, 1999 - Present
COUNTRY CAPITAL MANAGEMENT COMPANY
Office #1: 4111 N. Prospect Rd., Ste 4, Peoria Heights, IL 61616BD
CRD#: 12060
Peoria Heights, IL
Past
August 16, 2000 - July 27, 2007
COUNTRY TRUST BANK
RIA
CRD#: 109487
PEORIA, IL
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(4/20/2023)
RR
Arizona(1/3/2018)
RR
Illinois(5/4/1999)
RR
Iowa(10/29/2002)
RR
Nebraska(7/9/2014)
RR
Ohio(4/21/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CC
COUNTRY CAPITAL MANAGEMENT COMPANY
COUNTRY CAPITAL MANAGEMENT COMPANY | COUNTRY INSURANCE & FINANCIAL SERVICES | COUNTRY FINANCIAL
CRD#: 12060 / SEC#: , 8-12645
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information
Main Address
1711 General Electric Road, Bloomington, IL 61704
Mailing Address
P.o. Box 2222, Bloomington, IL 61702-2222
Phone number
(309) 821-5228
Established
Illinois since 08/04/1965
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
FINRA licenses (31 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| COUNTRY LIFE INSURANCE COMPANY | SHAREHOLDER | |
| BULL, DAVID B | PRINCIPAL OPERATIONS OFFICER | 5287948 |
| DARMSTAEDTER, GEOFFREY FREDERICK | CHIEF COMPLIANCE OFFICER & ANTI-MONEY LAUNDERING COMPLIANCE OFFICER | 5709185 |
| DODDS, ALAN KEITH | VICE PRESIDENT - FINANCE & TREASURER | 5660784 |
| DUNCAN, BRIAN KEITH | CHAIRMAN OF THE BOARD & DIRECTOR | 6904912 |
| ELLERMAN, DOUGLAS JOSEPH | VICE PRESIDENT, CHIEF FINANCIAL OFFICER, PRINCIPAL FINANCIAL OFFICER | 6096851 |
| FLETCHER, JEREMIAH DEAN | CHIEF INFORMATION SECURITY OFFICER | 6970583 |
| FRERICHS, TROY MITCHELL | CEO, EXECUTIVE REPRESENTATIVE | 4133454 |
| GREEN, DENNIS WAYNE | DIRECTOR | 6904908 |
| HARRIS, TIMOTHY JOHN | EXECUTIVE VICE PRESIDENT OF AGENCY | 3155020 |
| MEISS, DAVID LEE | DIRECTOR | 6904884 |
| SCHUTZ, CHAD KENNETH | DIRECTOR | 6904905 |
| VANCE, JENNIFER LYNN | GENERAL COUNSEL, SECRETARY & CHIEF LEGAL OFFICER | 7040592 |
Red Flags
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Company Information
COUNTRY CAPITAL MANAGEMENT COMPANY
CRD#: 12060Peoria Heights, IL 61616TRUST BUT VERIFY
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