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Brent Allen Fulkerson

Advisor at LPL Financial — Jerseyville, IL W. County Rd

Updated today

Credentials

Series 63, Series 66

Experience

17 years

Location

Jerseyville, IL 62052

LPL Financial logo

LPL Financial

Institution

Total advisors

22,716

Across 10,432 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Brent Fulkerson is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 17 years of industry experience. His prior experience includes roles at CUNA Mutual Group, CUNA Brokerage Services, TD Ameritrade, and Scottrade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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 both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

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.)

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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

Jerseyville, IL W. County Rd

300 W. County Rd

Jerseyville IL 62052

Advisors at this office

1

Most active in

Illinois · Texas

Work history

17 years of industry experience

LPL Financial

2022 - Present • 4 years

Alton, IL

CUNA Mutual Group

2020 - Present • 6 years

Waverly, IA

CUNA Brokerage Services, Inc

2020 - Present • 6 years

Waverly, IA

Unemployed

2020 - 2020 • 1 year

Wood River, IL

Td Ameritrade, Inc.

2017 - 2020 • 3 years

Southlake, TX

Scottrade, Inc.

2007 - 2017 • 10 years

St. Louis, MO

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

Mark Y

Series 63, Series 65

Elsah, IL

Exodus Wealth, LLC

Mark Young is a financial advisor at Prosperity Wealth Management, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Secure Investment Management, JD Mellberg Financial, Severin Investments, and The Financial Mgmt Center. Outside of advisory work, he is a licensed insurance agent with JD Mellberg Financial, an insurance agency. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, and consulting services. The firm manages approximately $442 million in discretionary assets and employs a multi-method investment approach with continuous portfolio supervision and oversight of third-party managers.

Options & derivatives strategies Charitable giving & philanthropy
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Paul H

Series 63, Series 66

Jerseyville, IL

BFC PLANNING, Inc.

Paul Hardin is a financial advisor with BFC Planning, Inc. in Jerseyville, IL, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with BFC Planning and Berthel Fisher & Company Financial Services, Inc. since 2012. Outside of his advisory role, Hardin serves as vice president of the City of Jerseyville Police Pension Fund and is a board member and secretary for St. Francis Xavier Cemetery. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various sub-advisory and institutional platforms, employing a range of investment strategies while excluding futures, hedge funds, and digital assets.

Concentrated stock management Options & derivatives strategies Real estate investing
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Sara N

Series 66

Jerseyville, IL

Edward Jones

Sara Norman is a financial advisor with Edward Jones in Jerseyville, IL, holding a Series 66 designation and five years of industry experience. She has been with Edward Jones since 1989. Outside of her advisory role, she serves as a substitute aerobics instructor at the JCH Wellness Center in Jerseyville. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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

Julie B

Series 66

Jerseyville, IL

LPL Financial

Julie Brangenberg is a financial advisor with LPL Financial in Jerseyville, IL, holding a Series 66 credential and bringing 24 years of industry experience. She has been with LPL Financial since 2003. Outside of advisory services, she is involved in business entities used for tax and investment purposes and has interests in real estate and farm ownership. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, retirement consulting, and brokerage services with both discretionary and non-discretionary management options supported by LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
user avatar

Karen W

Series 66

Jerseyville, IL

OSAIC

Karen Weible is a financial advisor with OSAIC in Jerseyville, IL, holding a Series 66 designation and 19 years of industry experience. She has previously worked at SagePoint Financial since 2010 and has been with OSAIC since 2023. Outside of advisory work, she operates two sole proprietorships focused on financial analysis, including one that provides divorce financial solutions. OSAIC serves a wide range of clients, from individual investors to institutions, offering brokerage, advisory, retirement plan consulting, and managed account services. The firm utilizes various asset-allocation tools and third-party platforms to construct and manage diversified portfolios.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Andrea Y

CFP®, Series 66

Jerseyville, IL

Edward Jones

Andrea Yoder is a CFP® and holds a Series 66 license, currently affiliated with Edward Jones in Jerseyville, IL. She has 14 years of industry experience, including 15 years with Edward Jones. Outside of her advisory role, she serves as Vice President and Chair of the Scholarship Committee for the JCH Foundation in Jerseyville. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing over $1 trillion in assets with a broad network of advisors and branch offices. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard.

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