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Chad Marion Rushing

Advisor at Steward Partners Investment Advisory, LLC — Pinckneyville, IL

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Credentials

Series 63, Series 65

Experience

33 years

Location

Pinckneyville, IL 62272

Steward Partners Investment Advisory, LLC logo

Steward Partners Investment Advisory, LLC

Enterprise

Total advisors

479

Across 168 offices

Clients per advisor

87 High

Avg AUM per client

$831,870 High

HNW client ratio

56% Very High

About

Chad Rushing is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has previously worked at Raymond James Financial and Freedom Street Partners. Outside of advising, he owns an agricultural farm and serves as a board member of Pinckneyville Community Hospital. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, institutions, and charitable organizations with a variety of advisory and portfolio management solutions, including discretionary and non-discretionary services and access to third-party money managers.

Client services

Based on Steward Partners Investment Advisory, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Financial consulting

Expertise

Based on Steward Partners Investment Advisory, LLC

ESG / Sustainable investing Private / alternative investments Concentrated stock management Business sale tax planning Retirement income strategy

Occupation focus

Based on Steward Partners Investment Advisory, LLC

Executive Founder/Business Owner Retired

Demographic focus

Based on Steward Partners Investment Advisory, LLC

HENRY (High Earners, Not Rich Yet) Mid-Career Professionals

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Fee options

Fixed

Negotiable flat fees for financial planning and consulting services depending on complexity.

Percentage

$0+: Up to 2.50% annually (negotiable, varies by Account and IAR) $5,000+: Steward Partners Unified Managed Account Program minimum account size $10,000+: BNY Advisors WealthStart & American Funds, Steward Partners Strategy Solutions $25,000+: Steward Partners Discretionary Portfolios, Guided Portfolios, Separate Account Solutions $50,000+: BNY Advisors Asset Allocation and AdvisorFlex Portfolios

Commissions

Commissions earned by associates who are registered representatives; insurance commissions also applicable.

Project-based

Hourly rates vary depending on time required; used for financial planning/consulting services.

Other

Account minimum: $25,000 Minimum fee: Minimum Quarterly Program Fee prior to May 2011 was $250, can be waived at discretion Fee-only: Financial planning and consulting fees are negotiable; can be hourly, fixed fee, or percentage of assets.

Location

See office

Pinckneyville, IL

7 West Jackson Street

Pinckneyville IL 62272

Advisors at this office

1

Most active in

Illinois · Louisiana · Texas

Work history

33 years of industry experience

Steward Partners Investment Advisory, LLC

2024 - Present • 2 years

Pinckneyville, IL

Steward Partners Investment Solutions, LLC

2024 - Present • 2 years

Pinckneyville, IL

Steward Partners Global Advisory, LLC

2024 - Present • 2 years

Pinckneyville, IL

Freedom Street Partners

2023 - 2024 • 1 year

Pinckneyville, IL

Raymond James Financial

2009 - 2024 • 15 years

Pinckneyville, IL

Raymond James Financial Services, Inc.

1996 - 2024 • 28 years

Pinckneyvile, IL

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

Pinckneyville, IL

Edward Jones

Tucker Kuhnert is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Pinckneyville, Illinois. He has four years of industry experience and has been with Edward Jones since 2021. Outside of his advisory role, Kuhnert is involved in music as the band leader of the Tucker Kuhnert Band. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices.

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

Series 63, Series 65

Pinckneyville, IL

LPL Enterprise

Dwayne Epplin is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Prudential Insurance Company of America, Pruco Securities, LLC, Valic Financial Advisors, and North American Senior Benefits. Epplin serves on the board of the PCHS Education Foundation and coaches sports and fitness at Pinckneyville Community High School. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Tax-loss harvesting

Andrew D

CFP®, Series 63, Series 66

Du Quoin, IL

Edward Jones

Andrew Darnell is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he maintains ownership and management responsibilities for a commercial property in Du Quoin, IL. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors.

General retirement planning Retirement income strategy General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Nathanial S

Series 65, Series 63

Du Quoin, IL

LPL Enterprise

Nathanial Shupe is a financial advisor at LPL Enterprise with Series 65 and Series 63 licenses and 12 years of industry experience. His prior roles include positions at Mwa Financial Services Inc and Modern Woodmen Of America. Outside of advising, he is a business owner of Tomahawk Bar & Grill and serves on the boards of the Jr Indians Football and Indian Village Athletic Club nonprofits in Du Quoin, Illinois. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Tax-loss harvesting

Nathan M

CFP®, Series 63, Series 66

Pinckneyville, IL

Edward Jones

Nathan Meagher is a financial advisor with Edward Jones in Pinckneyville, Illinois. He holds the CFP® designation along with Series 63 and Series 66 licenses and has 22 years of industry experience, having been with Edward Jones since 2000. Outside of his advisory role, Meagher owns and manages a promotional products business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Retirement income strategy General estate planning guidance Business ownership considerations Retirement withdrawal strategies Wealth management Founder/Business Owner
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Charles S

Series 63, Series 65

Duquoin, IL

Cetera

Charles Smith Jr. is a financial advisor at Cetera with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Cetera and its related entities since 2013. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services across various program structures and investment strategies.

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