wiseradvisor


Todd Hasty
Nash - Hasty Investment Services, Inc.

Tel: 309-589-0180
1605 W Candletree Dr
Ste 108
Peoria, IL 61614
Nash - Hasty Investment Services, Inc. | Financial Advisor in Peoria ,IL

Investing for the Time of Your Life!


About Todd Hasty

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.

Talk to an Advisor and GET ANSWERS   
      


General Information

Firm Start Year:   1998
No.of Employees:   2-4
Insurance License#:   2127916
Name of Broker/Dealer:   LPL Financial
Name of Custodial Firm:   LPL Financial
States Licensed in:   AR, FL, GA, IL, IN, LA, MI, MO, MS, OH, OR, SC, TX, WA, WI
Number of Years with Current Firm:   24
Work Experience:   Todd began his career in the financial industry all the way back when he was still attending University. He began working at a locally owned bank on a part-time basis during his college years and accepted a full-time job with the same bank upon graduating in December of 1992. Making the transition from traditional banking to the investment department of another local bank in 1995. He became Series 7 licensed in 1996 and has been working with client's investible assets ever since. In 1998 he and his former partner Cynthia Nash started their own independent investment firm by aligning themselves with the largest Independent Broker/Dealer that caters to independently thinking advisors, LPL Financial and still utilizes the vast services that LPL Financial can offer his clients today. He has been offering fee-based investment accounts, following the fiduciary standard since 1999.
Work with the following types of clients:   Businesses, Individual Investors
Foreign Languages Serviced:   English
Advisory Services Provided:   Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Financial Planning

Services

Investment Types:   Bonds, Mutual Funds, Options & Futures, Stocks, Annuities, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Our Office, Via Phone, Video Conference

Qualifications & Memberships

Insurance and Annuity Licenses:   Property, Casualty, Accident, Annuity, Variable Life, Life, Variable Annuity, Long Term Care, Health

Firm Information

Firm's Number of Clients:   185
Firm's Number of Planning Clients:   75
Firm's Number of Managed Clients:   75
Assets Managed by Firm:   50,000,000.00
Advisor's Number of Clients:   185
Advisor's Number of Managed Clients:   75
Advisor's Number of Planning Clients:   75
Assets Managed by Advisor:   $27,500,000.00

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $100,000.00
Compensation Methods:   Based on Assets
Fee % Based on Assets:   Tiered Fee
Additional Details on Charges:   We utilize a Tiered Fee Schedule that reduces as account assets grow. Our schedule can be found here (link).

Board Positions

Organization :   FamilyCore, Peoria, Illinois
Position :   1st Vice President
Duration :   02/2017-Present
Organization :   Peoria Area Red Cross, Peoria, Illinois
Position :   Estate Planning Board Member
Duration :   2001-2008
Organization :   Pekin High School Hockey Association, Pekin, Illinois
Position :   President
Duration :   2006-2012
Organization :   Peoria Leave A Legacy, Peoria, Illinois
Position :   Member At Large
Duration :   1998-2001
Organization :   Pekin Amateur Hockey Association, Pekin, Illinois
Position :   Vice-President/Founder
Duration :   07/2002-02/2016
Organization :   St. Jude Midwest Affiliate, Peoria, Illinois
Position :   Ambassador
Duration :   1996-2002
Organization :   Creve Coeur Club of Peoria, Peoria, Illinois
Position :   President
Duration :   01/2018-10/2020

Education

Bachelor of Arts  - Communications   Eastern Illinois University  - Charleston, Illinois
08/1988-12/1992

Talk to an Advisor and GET ANSWERS   

Financial Services

Portfolio Management

On a fee-basis, I create and maintain custom investment portfolios for individuals, families and Trusts that can utilize Mutual Funds, ETFs (Exchange Traded Funds), Bonds and Individual Stocks while using both Buy and Hold as well as Tactical strategies and models.

Retirement Planning

All of our clients begin by having us create and customize a retirement plan for them. Not only does a plan help you to understand your financial needs before and in retirement, but it helps me to determine how to customize your investment portfolio to best suit your personal needs and preferences.

401K Rollovers

Rolling over a 401k after separating from service for retirement or otherwise can be a daunting task and could potentially cost thousands of dollars in unneccessary taxation if not completed appropriately. We ensure our clients never pay those unneccessary taxes when rolling over and employer retirement plan.


Faqs

Why should I choose you as my financial advisor?

I'm an Advisor with over 26 years of experience in the Investment business and it is my belief there is no other Advisor you will find that will care as much about you and your goals. It is then my duty to do my utmost best to help you in achieving those goals.

How do you charge for your services?

I work on a Fee-basis charged against the value of the assets I invest and manage for you. You can find the Tiered Fee Schedule here (link).

How are you compensated? How will I pay for your services?

I work on a Fee-basis charged against the value of the assets I invest and manage for you. You can find the Tiered Fee Schedule here (link).

If you are going to manage my account, will you obtain my permission every time you buy or sell something?

Because of the nature of Fiduciary Fee-based accounts and our fully custom portfolios, I work on a fully discretionary basis and therefore permission is acquired at the beginning of the relationship to trade on your behalf. You will receive confirmations via mail or email of any and all changes to your portfolio that we can go over during your quarterly reviews.

How many clients do you currently manage?

We currently manage about 185 households.

SEE MORE  


Disclaimer

Securities and advisory services offered through LPL Fnancial, a registered investment advisor. Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AR, CO, FL, GA, IL, IN, LA, MI, MO, MS, OH, OR, SC, TX, WA, WI.

Compliance

Registered Representative:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 4:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 4:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 4:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 4:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 4:00 PM

Communities Served

IL: Peoria Dunlap
Princeville Galesburgh
Chillicothe Bartonville
Metamora Germantown Hills
Washington East Peoria
Morton Pekin
Tremont Goodfield
Forrest City Bloomington/Normal
Manito Hopedale
Minier

Social Networks

tweeter facebook linkedin
brokercheck

Nearby Financial Advisors View All Financial Advisors In Illinois