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Qualified Financial Advisors in Peoria, Illinois
Financial Advisor Office Location Phone Number
Todd Hasty
Nash - Hasty Investment Services, Inc.
1605 W Candletree Dr,
Peoria, IL 61614

Information on Qualified Financial Advisors in Peoria

Qualifications CRD# 2703615
FirmCRD# 6413
Series 7, 24, 63, 65

Compensation/Fee Fee-Based, Based on Assets

Office Location 1605 W Candletree Dr,
Ste 108,
Phone Number 309-589-0180

Growing up in a small town like Tremont, Illinois, as an only child, yet part of a very large extended family, taught Todd the importance of family values. His mom, Kathy's family was small while his father, Denny's family was large and both sides taught him that family and friends, taking care of people and remembering your roots were very important. With his loving wife, Amy, of 30 years and three grown children, Trey (28), Taylor (25), and Tanner (23), this large extended family (as of Christmas 2019's get together they numbered 76 between Uncles, Aunts, cousins and the next generation) still helps him ensure those family values will pass on to their children as well. This dedication to family has always had a profound effect on his wealth management business and his dedication to his clients and their family's well being. For Todd, his relationship with his clients has never simply been about their investments. It has always been about getting to know them intimately, in order to find the true purpose, in their lives, those investments will need to serve. In his practice, Todd, has never used pre-packaged portfolios for his clients. Each portfolio is hand crafted and the investments are selected by Todd for his client's particular needs and individual situation. He has been known to say, "While we all want cookies, none of us wants to be the cookie cutter". "We're doing our level best to change the way people think about working with a Wealth Advisor. Most people know they need to be setting money aside in investments," says Todd. "They know what their hopes and dreams are for their families, charitable concerns and their own retirements. They just aren't sure what they need to do to make those aspirations a reality. It is our job to create an environment and a relationship they feel comfortable enough to relay those concerns and then help them, as best we can, in trying to pursue those dreams." Call 888-850-8635 or 309-589-0180 or click to schedule a Free Initial Consultation with Todd.

About Nash - Hasty Investment Services, Inc.

Nash-Hasty Investment Services, Inc. was founded in September 1998 by Cindy A Nash and Todd A Hasty. Cindy brought with her 15+ years' experience in the financial services business. She began her career in 1983 for Herbert White & Company in Peoria which was established locally in 1928. In 1994, Curtis White retired and sold H. B. White & Co. to a local banking institution. Cindy went along with the business and started that banks first full-service brokerage firm. Todd started his financial career at Herget National Bank in Pekin Illinois in 1990 as a customer service representative working his way through the ranks to Assistant Director of Branch Services in 1994, assisting bank clientele with many facets of their financial lives as well as running two locations for the bank. In 1996, Todd transitioned to the Investment side of banking and hired on to the same brokerage team as Cindy at the bank that had purchased H.B. White & Co. the year earlier. Cindys vast brokerage experience coupled with Todds banking and insurance experience made them a natural fit to work together with clients as a team. As their team concept built and became popular with clients, Nash-Hasty Investment Services, Inc was born. Their shared commitment to the client has made Nash-Hasty Investment Services, Inc. a fast growing and premier asset management practice in the Greater Peoria Area. (Look for the Nash-Hasty Investment Services, Inc. Client Commitment that Todd and Cindy established back in 1998) In April of 1999, Cindy was, unfortunately, stricken with an illness that left her unable to work. In November 1999, a buyout was structured making Todd the sole owner of Nash-Hasty Investment Services, Inc. Now armed with over 26 years worth of his own experience in providing retirement planning, personal financial services, investment recommendations, asset and wealth management to many individuals and families throughout many clients in Ilinois as well as many clients all around the country, he continues to build his business to provide comprehensive services to his clientele always striving to fulfill and exceed client expectations. Todd has continued to structure Nash-Hasty Investment Services, Inc. around the foundation of beliefs and commitments that he and Cindy first established in 1998 when they decided to open Nash-Hasty Investment Services, Inc. striving to make this one of the most respected asset firms in Central Illinois.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities

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