user avatar

Blake Curry

Advisor at LPL Financial — Athens, IL

Updated today

Credentials

Series 66

Experience

2 years

Location

Athens, IL

LPL Financial logo

LPL Financial

Institution

Total advisors

22,678

Across 10,418 offices

Clients per advisor

87 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Blake Curry is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 credential and has worked at firms including BMO Harris Bank, The Prudential Insurance Company of America, and Horace Mann Insurance Company. Outside of finance, he is a notary public in Athens, Illinois. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies in its investment approach.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

College savings (529s, UTMA, etc.)

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Athens, IL

Athens IL

Advisors at this office

1

Most active in

Arizona · Illinois · Texas · Wisconsin

Work history

2 years of industry experience

BMO Harris BANK

2025 - Present • 1 year

Tempe, AZ

LPL Financial

2025 - Present • 1 year

Tempe, AZ

LPL Enterprise

2024 - 2025 • 1 year

Swansea, IL

The Prudential Insurance Company of America

2024 - 2025 • 1 year

Swansea, IL

PRUCO Securities, LLC.

2024 - 2025 • 1 year

Swansea, IL

Horace Mann Insurance Company

2021 - 2024 • 3 years

Springfield, IL

Springfield Clinic

2020 - 2020 • 1 year

Springfield, IL

Boy's and Girl's Club of Central Illinois

2019 - 2020 • 1 year

Springfield, IL

Springfield Park District

2019 - 2019 • 1 year

Springfield, IL

University of Illinois - Springfield

2017 - 2019 • 2 years

Springfield, IL

Springfield School District -186

2014 - 2018 • 4 years

Springfield, IL

Sacred Heart Griffin School

2014 - 2018 • 4 years

Springfield, IL

Curry's Family Pharmacy

2009 - 2024 • 15 years

Riverton, IL

Disclosures

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

Business activities & affiliations

user avatar

Michael S

Series 65

Springfield, IL

Michael J.. Schussele, CPA

Michael Schussele is the sole advisor at Michael J. Schussele, CPA, an independent firm based in Springfield, IL. He holds a Series 65 designation and has 18 years of industry experience. His career includes longstanding operation of his own firm since 1997. The firm provides investment advice primarily to individual investors, as well as trusts, partnerships, corporations, not-for-profits, and retirement plans. It emphasizes personalized investment recommendations based on fundamental and technical analysis, supported by independent research and risk assessment tools, delivering services in person or through a virtual practice.

Retirement income strategy General estate planning guidance Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Walter L

Series 65

Springfield, IL

Salt Creek Hills Money, Ltd.

Walter Lynn is a Series 65-licensed financial advisor with 14 years of industry experience. He has been principal at Salt Creek Hills Money, Ltd. since 2014 and also has experience at Skinner, Copper & Ehmen Wealth Management, LLC and Salt Creek Consulting, Ltd. Outside of his advisory work, Lynn serves as trustee of the Walter Lynn, Sr. Trust, manages Lynn Farms, LLC, and is president of Rustic Acres, Inc. Salt Creek Hills Money, Ltd. provides investment advisory services primarily to individuals and pension and profit-sharing plans. The firm follows a non-discretionary, modern portfolio theory-based approach, focusing on mutual funds and collaborating with third-party money managers to implement client strategies.

Passive / index investing Wealth management
user avatar

David G

Series 63, Series 66

Springfield, IL

Advanced Trader Investment Advisors, LLC.

David Gundy is a financial advisor with Advanced Trader Investment Advisors, LLC in Springfield, IL, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with ATIA Wealth Management Group since 2013. Advanced Trader Investment Advisors, LLC provides portfolio management, asset-allocation consulting, and financial planning to individuals, ultra-high-net-worth clients, corporate executives, and retirement plan sponsors. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to manage portfolios using various trading strategies, including long- and short-term positions, short sales, margin, and options.

Active portfolio management Options & derivatives strategies Concentrated stock management Wealth management Real estate investing Executive Founder/Business Owner
user avatar

Jerald B

CFP®

Springfield, IL

Wealth Management Services,LLC

Jerald Barkmeier is a CFP® professional with 27 years of experience in the financial services industry. He is the President and sole shareholder of The Barkmeier Group, a tax firm providing accounting, tax preparation, and consulting services. Barkmeier is also the manager and sole shareholder of Wealth Management Services, LLC, where he has worked since 1998. Wealth Management Services, LLC offers personalized, fee-only financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic core-and-satellite asset allocation approach, focusing on passive index and ETF exposures complemented by selective active funds and global diversification.

General retirement planning Tax strategies for small businesses Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

Gregory L

CFP®, Series 65

Springfield, IL

Langdon Financial Management, Inc.

Gregory Langdon is a CFP® and holds a Series 65 license with 28 years of industry experience. He has been the principal of Langdon Financial Management, Inc. since 1993. Langdon Financial Management, Inc. provides investment advisory and tax consulting services to individuals and small businesses, focusing on retirement and brokerage account planning. The firm offers integrated tax preparation and portfolio management, emphasizing asset protection and long-term growth strategies.

General retirement planning Wealth management
user avatar

Debra P

CFP®, Series 65

Springfield, IL

Wealth Management Services,LLC

Debra Peters is a CFP® and holds a Series 65 license with 22 years of industry experience. She has been affiliated with Wealth Management Services, LLC since 2003 and The Barkmeier Group, Inc. since 2004, where she is also involved in tax planning and tax return preparation. Wealth Management Services, LLC offers fee-only financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic, core-and-satellite asset allocation approach with an emphasis on global diversification and coordinates closely with legal and accounting professionals on complex tax and estate matters.

General retirement planning Tax strategies for small businesses Cash flow / budgeting College savings (529s, UTMA, etc.)
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")