Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
30 years
Location
Shelbyville, IL 62565
LPL Financial
Institution
Andrew Alepra is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with LPL Financial, including its predecessor LINSCO/PRIVATE LEDGER CORP., since 2004. Outside of his advisory role, Alepra is involved as vice president in a family-operated short-term rental business at Lithia Resort and Wolf Creek in Shelbyville, Illinois. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering financial planning and portfolio management services to individuals, retirement plans, banks, and institutions. The firm supports advisors with a range of investment strategies and operational tools while maintaining a broad network of over 22,800 advisors.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
Shelbyville, IL
131 S Morgan St
Shelbyville IL 62565
Advisors at this office
1
Illinois · Kentucky
30 years of industry experience
LPL Financial LLC (Formerly: LINSCO/PRIVATE LEDGER CORP.)
2004 - Present • 22 years
Carlinville, IL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A client's investment-related complaint, arbitration or lawsuit, including ones that were denied, withdrawn or settled.
The advisor resigned, was permitted to resign or was discharged after allegations of rule violations, fraud or failure to supervise.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 66
Shelbyville, IL
IPI Wealth Management, Inc.
Jordan Colbrook is a financial advisor at IPI Wealth Management, Inc. with one year of industry experience. He holds a Series 66 designation and previously served five years in the United States Marine Corps. His work background includes roles at Investment-Planners Inc and Illinois State University. IPI Wealth Management serves a diverse client base, including individual investors, charitable and corporate clients, and retirement plans, offering portfolio management, financial planning, and access to third-party manager programs. The firm employs an open-architecture investment platform with proprietary risk-based model suites and uses an outsourced-agent operational model for trade execution and portfolio management.
CFP®, Series 63, Series 66
Shelbyville, IL
Edward Jones
Tad Mayhall is a CFP® professional with 23 years of industry experience, serving at Edward Jones since 2002. He holds Series 63 and Series 66 licenses and is based in Shelbyville, IL. Outside of his advisory role, he serves as a board member and chairman for the Shelby County Board and is a munitions specialist in the Kansas Air National Guard. Edward Jones is a full-service wealth management firm that serves over four million clients, including individuals and institutions. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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