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Brenta Lea Bevis

Advisor at LPL Financial — Ava, IL

Updated today

Credentials

Series 66

Experience

16 years

Location

Ava, IL

LPL Financial logo

LPL Financial

Institution

Total advisors

22,823

Across 10,503 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Brenta Bevis is a Series 66-credentialed advisor with 16 years of industry experience, currently with LPL Financial. She has worked at LPL Financial since 2008. Outside of her advisory role, she holds a notary public commission, providing services exclusively for LPL clients, and works part-time as a cashier at Walmart. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning and access to third-party asset managers, supported by a large network of investment adviser representatives.

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

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Ava, IL

Ava IL

Advisors at this office

1

Most active in

Illinois

Work history

16 years of industry experience

LPL Financial

2023 - Present • 3 years

Ava, IL

LPL Financial

2008 - 2023 • 15 years

Carbondale, IL

Disclosures

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

Business activities & affiliations

Rafe T

Series 66

Murphysboro, IL

Edward Jones

Rafe Tuttle is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. He has worked exclusively at Edward Jones since 2024 and has prior experience at Murray State University and Black Diamond Harley Davidson. Outside of his advisory role, he creates and sells designs on merchandise through an online platform. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory strategies and affiliated financial services, supported by a nationwide network of advisors and branch offices.

Retirement income strategy Wealth management General estate planning guidance Inheritance planning Multi-generational wealth transfer Retired Founder/Business Owner Executive
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David C

CFP®, Series 63, Series 65

Murphysboro, IL

Cetera

David Clarke is a CFP® professional with 24 years of experience, associated with Cetera since 2002. He is also a CPA and provides accounting and tax services through Koberstein Clarke, Ltd. Clarke serves as treasurer for the Murphysboro Apple Festival, Inc. and Specialized Training for Adult Rehabilitation, Inc., both local nonprofit organizations. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients through a range of portfolio management, financial planning, and consulting services. The firm offers multiple program structures and access to third-party money managers, managing over $256 billion in assets.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive

Andrew C

Series 66

Murphysboro, IL

Edward Jones

Andrew Chylewski is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Walgreens for 12 years. Outside of his advisory role, he serves as a board member, coach, and secretary for Murphysboro Trap Inc., where he helps coordinate team activities and administrative tasks. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing over $1 trillion in assets through a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs and investment strategies under a fiduciary standard.

Multi-generational wealth transfer Caretaker Doctor or Medical Professional
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Tyler T

Series 66

Steeleville, IL

LPL Financial

Tyler Thompson is a financial advisor with LPL Financial, holding a Series 66 credential and eight years of industry experience. Prior to joining LPL Financial in 2018, he worked at The Boeing Company for nine years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by research and advisor tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Brandon R

Series 66

Murphysboro, IL

LPL Enterprise

Brandon Rogowski is a financial advisor at LPL Enterprise with seven years of industry experience. He holds a Series 66 credential and has previously worked at Edward Jones, The Prudential Insurance Company of America, and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and also offers non-securities products such as trust custody services and affiliated insurance agency services.

Tax-loss harvesting
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Stephanie P

Series 66

Murphysboro, IL

Edward Jones

Stephanie Peterein is a financial advisor with Edward Jones in Murphysboro, Illinois. She holds the Series 66 designation and has been with Edward Jones since 2007, accumulating 19 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment advisory programs and affiliated financial services. The firm is notable for its extensive network of advisors and branches, as well as its fiduciary standard and diverse investment offerings.

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