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Brenta Bevis

Advisor at LPL Financial

Updated today

Location

Ava, IL

Credentials

Series 66

Industry experience

15 years

About

Brenta Bevis is a financial advisor at LPL Financial with 15 years of industry experience. She holds the Series 66 designation and has worked with LPL Financial since 2008. Outside of her advisory role, she is a notary public serving LPL clients and has also worked as a cashier at Walmart. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management options supported by an in-house research team and 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 plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

Ava, IL

Most active in

Illinois

Work history

LPL Financial

2023 - Present (3 years)

LPL Financial

2008 - 2023 (15 years)

Disclosures

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

Business activities & affiliations

Tucker K

CFP®, Series 66

Du Quoin, IL

Edward Jones

Tucker Kuhnert is a CFP®-designated financial advisor at Edward Jones with four years of industry experience. He has worked at Edward Jones since 2021 and previously held positions at Intertape Polymer Group and Southern Illinois University College. Outside of his advisory role, Kuhnert is a band leader and performs live music locally in Tamaroa, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and nonprofits. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business ownership considerations General estate planning guidance Wealth management Founder/Business Owner

Rafe T

Series 66

Murphysboro, IL

Edward Jones

Rafe Tuttle is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His previous work includes positions at Murray State University, Black Diamond Harley Davidson, and Murray State Housing. Outside of his advisory role, he designs merchandise for sale on Etsy during weekends. Edward Jones is a full-service wealth management firm serving both 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 and investment strategies, including discretionary and non-discretionary wrap fee programs, 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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David C

CFP®, Series 63, Series 65

Murphysboro, IL

Cetera

David Clarke is a CFP® with 24 years of industry experience, currently affiliated with Cetera. He has worked at Cetera and related entities since 2001 and operates Koberstein Clarke, Ltd, an accounting and tax services firm. Clarke also serves as treasurer for the Murphysboro Apple Festival, Inc. and Specialized Training for Adult Rehabilitation, Inc., both nonprofit organizations. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts, model portfolios, and third-party managed options within a comprehensive institutional framework.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement

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 General retirement planning Wealth management Retired Founder/Business Owner Executive
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Tyler T

Series 66

Steeleville, IL

LPL Financial

Tyler Thompson is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and previously worked at The Boeing Company for nine years. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households, offering a range of financial planning and asset management solutions supported by an in-house research team.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
user avatar

Brandon R

Series 66

Murphysboro, IL

LPL Enterprise

Brandon Rogowski is a financial advisor with LPL Enterprise, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Edward Jones, The Prudential Insurance Company of America, and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients, providing advisory services through a large network of investment adviser representatives. The firm offers financial planning, model wealth portfolios, and access to third-party asset management programs.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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