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Are you ready to retire?

You know the dreams you have for living out your life. We can help gather your financial information and establish a plan that can help pursue your desired quality of life.

>Retirement Planning
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Envisioning your future

Our meaningful relationships with clients and holistic planning is all driven by the Envision® process. Once we have a thorough grasp of who you are, we’re passionate about following this process to help you achieve your goals for the future.

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Working with Us

No matter where you are in your financial life, we want to learn more about you and your goals. Reach out today to set up a meeting with our team.

> Contact Us
Larry headshot



My name is Larry B. Loethen, and I’m a Financial Advisor at Stockton Wealth Management. I’m committed to working with you to help you live a better life. I invite you to take some time to learn more about Stockton Wealth Management and how we can help you and your family address your various investing and financial needs.
Joseph Leake




My name is Joseph D. Leake, and I’m a Financial Advisor at Stockton Wealth Management. I proudly provide complete wealth management consultation serving families and businesses. With your permission I will work together with your attorney and tax advisor, leveraging experience in an effort to deliver a comprehensive strategy that best serves the client. I am truly proud of the relationships I build with my clients.

Plainfield, IL Office

15028 S. Des Plaines Street
Plainfield, IL 60544

Local Phone: 815.439.0000

Fax: 815.439.0001

Burlington, IA Office

3535 Agency Street, Suite 100
Burlington, IA 52601

Local Phone: 319.237.9012

Toll-Free Phone: 833.838.2090

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AR, AZ, CA, CO, FL, GA, IA, IL, IN, MA, MD, MN, MO, NC, NE, NJ, NM, NY, OH, SC, TN, TX, UT, VA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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