Sheila R. Lautenbacher

KCPAG FINANCIAL ADVISORS LLC

Marion, IL 62959

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CRD#: 3211192

Professional summary

Sheila Rae Lautenbacher, who also goes by Sheila Rae Rush, is a registered financial advisor currently at KCPAG FINANCIAL ADVISORS LLC located in Marion, Illinois.

Sheila is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Sheila has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sheila Rae Rush

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sheila Rae Lautenbacher'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®

None

Experience

Current

January 13, 2015 - Present

KCPAG FINANCIAL ADVISORS LLC

Office #1: 3401 Professional Park Drive, Marion, IL 62959

RIA

CRD#: 117491

Marion, IL

Past

September 28, 2005 - May 23, 2019

SECURITIES AMERICA, INC.

CRD#: 10205

MARION, IL

Past

August 8, 2005 - October 5, 2005

CAP PRO BROKERAGE SERVICES, INC.

CRD#: 103953

COLUMBUS, OH

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(1/13/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/10/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/11/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/6/2005

General Securities Representative Examination

Current Firm

KCPAG FINANCIAL ADVISORS LLC

CRD#: 117491 / SEC#: 801-60922

RIA

Registered Investment Advisory firm - (9/18/2012 Terminated)

Arizona

Registered Investment Advisory firm - (11/20/2024 Approved)

California

Registered Investment Advisory firm - (7/10/2012 Approved)

Florida

Registered Investment Advisory firm - (9/18/2012 Approved)

Georgia

Registered Investment Advisory firm - (2/9/2023 Approved)

Illinois

Registered Investment Advisory firm - (5/24/2012 Approved)

Indiana

Registered Investment Advisory firm - (6/22/2012 Approved)

Kentucky

Registered Investment Advisory firm - (4/26/2012 Approved)

Louisiana

Registered Investment Advisory firm - (2/27/2012 Approved)

Missouri

Registered Investment Advisory firm - (10/21/2015 Approved)

North Carolina

Registered Investment Advisory firm - (9/18/2025 Approved)

Ohio

Registered Investment Advisory firm - (8/26/2025 Approved)

Tennessee

Registered Investment Advisory firm - (8/6/2021 Approved)

Texas

Registered Investment Advisory firm - (6/28/2012 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

1619 W. Main Street P. O. Box 529, Robinson, IL 62454

Mailing Address

Phone number

(618) 544-4993

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	456
AUM (Assets Under Management)	$ 19,041,038

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Sheila R. Lautenbacher

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sheila Rae Lautenbacher's CRS (Customer Relationship Summary).

Certified licenses

Experience

KCPAG FINANCIAL ADVISORS LLC

SECURITIES AMERICA, INC.

CAP PRO BROKERAGE SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/10/2014

Series 63

Date: 10/11/2005

SIE

Date: 10/1/2018

Series 7

Date: 8/6/2005

Current Firm

KCPAG FINANCIAL ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

KCPAG FINANCIAL ADVISORS LLC

TRUST BUT VERIFY

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