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Amy Otto

Advisor at Edward Jones

Updated today

Location

Anna, IL 62906

Credentials

Series 66

Industry experience

2 years

About

Amy Otto is a Series 66-registered financial advisor with Edward Jones in Anna, Illinois, and has two years of industry experience. She has been with Edward Jones since 2009, with a brief prior position as a crew member at McDonald's. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions through a nationwide network of over 23,000 advisors and manages approximately $1.01 trillion in assets.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

120 N Main St

Anna, IL 62906

Most active in

Illinois · Texas

Work history

Edward Jones

2023 - Present (3 years)

McDonald's

2018 - 2018 (1 year)

Edward Jones

2009 - 2023 (14 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Brent K

Series 63, Series 65

Anna, IL

Lombard Advisers Incorporated

Brent Kochel is a financial advisor with Lombard Advisers Incorporated, holding Series 63 and Series 65 licenses and offering eight years of industry experience. He is a partner at the CPA firm Beussink, Hickam & Kochel, PC, where he provides tax preparation, audits, and consulting services. Outside of his advisory and accounting work, he serves as a part-time firefighter with the Murphysboro Pomono Fire Protection District. Lombard Advisers provides personalized investment management to individuals, retirement plans, trusts, charitable organizations, and small businesses. The firm employs both discretionary and non-discretionary strategies, using a variety of analysis methods and offering access to multiple wrap and separately managed account programs.

College savings (529s, UTMA, etc.)
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Michael G

Series 63, Series 65

Cape Girardeau, MO

VOYA Financial Advisors, Inc.

Michael Grunloh is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with VOYA since 2014 and is also a partner at Marathon Benefits Group, where he has worked since 2008. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm delivers investment guidance through a combination of model portfolios and manager-driven sleeves, offering both discretionary and predominantly non-discretionary asset management programs.

General retirement planning Retirement income strategy Cash flow / budgeting Social Security optimization Retired Founder/Business Owner Executive Approaching retirement Retired
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Ryan M

Series 66

Cape Girardeau, MO

VOYA Financial Advisors, Inc.

Ryan Mc Lain is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and two years of industry experience. His prior work includes roles at Gerdan Slipforming and over a decade managing front-of-house operations and event coordination at Ciao Ristorante in Cape Girardeau, MO. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, and corporations. The firm utilizes a mix of model portfolios and manager-driven strategies, offering both discretionary and predominantly non-discretionary investment programs.

General retirement planning Retirement income strategy Cash flow / budgeting Social Security optimization Retired Founder/Business Owner Executive Approaching retirement Retired

Phillip M

Series 66

Anna, IL

Edward Jones

Phillip Mc Grath is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Outside of his advisory role, he serves on the board of RAVE in Anna, Illinois, where he helps with employee and facility decision-making. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services and is notable for its extensive network of financial advisors and branch offices across the country.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Wealth management Founder/Business Owner
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Ricky J

CFP®, Series 66

Anna, IL

Edward Jones

Ricky Johnson is a CFP® and Series 66-registered financial advisor with Edward Jones in Anna, Illinois. He has five years of industry experience, including eight years at Auffenberg of Carbondale prior to joining Edward Jones in 2020. Outside of his advisory role, he coaches junior high boys basketball in Creal Springs, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Heather C

Series 66

Anna, IL

Edward Jones

Heather Cochran is a financial advisor with Edward Jones in Anna, Illinois. She holds a Series 66 designation and has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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