Joni J Hootman
Joni J Hootman
CRPC®
Registered Representative
(309) 633-7780

175 E Elm St
Canton, IL 61520
10:00 a.m. - 5:00 p.m.
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900 W Lake Ave
Peoria, IL 61614
10:00 a.m. - 5:00 p.m.
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5401 W Dirksen Pkwy
Peoria, IL 61607
10:00 a.m. - 5:00 p.m.
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My Background

Helping clients reach their retirement goals is my primary objective. There are a lot of options for your retirement but the first step is developing a strategy. As a financial services representative located at CEFCU, my job is to help you create a sound financial strategy for the lifestyle you want to live in retirement. 

Over the last 30 years, I’ve helped many clients create a methodology to help reach three key financial goals: wealth accumulation during your working years, security and independence in your retirement, and transfer assets in the most advantageous way. Specifically, I may be able to help you retire more comfortably, protect your assets and your financial future, and fund your children’s or grandchildren’s education.

I am a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I am also a licensed agent of CMFG Life Insurance Company.

With 30 years of experience in the Securities Industry, I am FINRA registered to sell Securities. I also hold State of Illinois Life & Health Insurance licenses. Additionally, I have completed the Chartered Retirement Planning Counselor (CRPC) designation through the College of Financial Planning.

Career Highlights . . .
  • Over the many years working as a Financial Advisor, I have had the privilege of helping many clients grow their investments to reach their financial goals. I received the 2013–2017 Women of Distinction awards. Women of Distinction is an award presented by CUNA Brokerage Services, Inc. recognizing the top female financial advisors throughout the nation within their broker/dealer operation.
Personal . . .
  • During my leisure time, I enjoy spending time with my husband of 43 years as well as my three sons and the grandchildren.

Professional Services
  • Retirement Income Planning
  • Wealth Management
  • Tax-advantaged Investment Planning
  • Life Insurance Planning
  • Personal Financial Assessments
  • Education Funding
  • Long Term Care Insurance