Advisors at this firm
Gregory B
Series 66
Moline, IL
Quad City Investment Center
Gregory Bauer is a financial advisor at Quad City Investment Center with three years of industry experience. He holds a Series 66 designation and previously worked for HNI Corporation for nine years. Bauer is also affiliated with Quad City Bank and Trust Company and LPL Financial LLC. Quad City Investment Center serves individuals, pension and profit-sharing plans, charitable organizations, and business entities by providing discretionary portfolio management, pension consulting, and wrap fee program sponsorship. The firm employs a mix of proprietary and third-party model portfolios and integrates LPL-sponsored advisory programs in its tailored investment approach.
David H
Series 63, Series 65
Moline, IL
Quad City Investment Center
David Howell is a financial advisor with Quad City Investment Center in Moline, IL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with CMG Investment Advisers, LPL Financial LLC, and Quad City Investment Advisors, LLC. Howell also serves as Vice President of Wealth Management at Quad City Bank and Trust. Quad City Investment Center provides investment advice and related services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm offers discretionary portfolio management and pension consulting, delivering tailored investment strategies through firm-developed and third-party model portfolios, as well as LPL-sponsored advisory programs.
Tyler E
Series 63, Series 66
Moline, IL
Quad City Investment Center
Tyler Edwards is a financial advisor at Quad City Investment Center with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Scottrade, Inc. from 2005 to 2017. Outside of his advisory role, he serves as an assistant softball coach at Assumption High School. Quad City Investment Center provides investment advice and related services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm offers tailored portfolio management using a combination of proprietary model portfolios, third-party models, and discretionary accounts, and also utilizes LPL-sponsored advisory programs.
Amber B
Series 63, Series 65
Moline, IL
Quad City Investment Center
Amber Brummit is a financial advisor with Quad City Investment Center, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Quad City Investment Center since 2011 and has worked at Quad City Bank and Trust and LPL Financial since 2005. In addition to her advisory role, she is involved in tax preparation and accounting through Michael Einfeldt & Associates. Quad City Investment Center is an SEC-registered advisory firm managing approximately $408 million for around 700 clients, including individuals, pension plans, charitable organizations, and business entities. The firm offers discretionary portfolio management, pension consulting, and access to model portfolios, using tailored strategies and automated rebalancing tools, and operates as a wholly owned subsidiary of Quad City Bank & Trust Company.
Cassandra V
Series 66
Moline, IL
Quad City Investment Center
Cassandra Vining is a financial advisor at Quad City Investment Center with a Series 66 designation and four years of industry experience. She has worked at Quad City Investment Center and related affiliates since 2018 and has prior experience at Grace Engineered Products and Letter2Word. Quad City Investment Center provides investment advice and related services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm offers discretionary portfolio management, pension consulting, and access to LPL-sponsored advisory programs, tailoring investment strategies to clients’ objectives and risk tolerance.
Blake S
Series 63, Series 66
Moline, IL
Quad City Investment Center
Blake Schaeffer is a financial advisor with Quad City Investment Center in Moline, IL, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked with Quad City Investment Advisors since 2011 and has been affiliated with LPL Financial since 2006. Quad City Investment Center provides investment advice and related services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm offers tailored portfolio management through a combination of model portfolios, third-party models, and discretionary accounts, and it operates as a wrap fee program sponsor with close operational ties to LPL Financial.