Christine Short

Advisor at Edward Jones — Lincoln, IL Broadway St

Updated today

Credentials

CFP®, Series 66

Experience

14 years

Location

Lincoln, IL 62656

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,149 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Christine Short is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. She holds the Series 66 designation and is based in Lincoln, IL. Outside of her advisory role, she serves as Chair Elect and board member of the Abraham Lincoln Memorial Hospital in Lincoln, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Divorce financial planning Business ownership considerations Business exit / sale strategy Retirement income strategy

Occupation focus

Founder/Business Owner

Demographic focus

Divorced Intergenerational Families

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Lincoln, IL Broadway St

515 Broadway St

Lincoln IL 62656

Advisors at this office

2

Most active in

Illinois · Texas

Work history

14 years of industry experience

Edward Jones

2012 - Present • 14 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

Connor K

Series 65

Lincoln, IL

Pacesetter Financial Group, L.L.C.

Connor Koberlein is a financial advisor at Pacesetter Financial Group, L.L.C. in Lincoln, Illinois. He holds a Series 65 credential and has approximately one year of industry experience. His prior work includes roles at J.M. Abbott & Associates and Culver's. Pacesetter Financial Group advises individuals, trusts, business entities, tax-exempt organizations, and retirement plans. The firm applies Modern Portfolio Theory to build diversified portfolios primarily with mutual funds and provides discretionary and non-discretionary portfolio management along with 401(k) advisory services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Timothy B

CFP®, Series 66

Lincoln, IL

Pacesetter Financial Group, L.L.C.

Timothy Bacus is a CFP® professional with eight years of industry experience, currently serving at Pacesetter Financial Group, L.L.C. He previously worked at Ameriprise Financial, Inc. and Lincoln Christian University. In addition to his financial advising role, Timothy works as an accountant at J.M. Abbott & Associates, Ltd., a certified public accounting firm co-owned by the same majority partners as Pacesetter Financial Group. Pacesetter Financial Group advises individuals, trusts, business entities, tax-exempt organizations, and company-sponsored retirement plans, offering portfolio management, financial planning, and 401(k) advisory services. The firm employs Modern Portfolio Theory to construct diversified portfolios, often utilizing funds from Dimensional Fund Advisors, and integrates tax and accounting services through its affiliation with a sister CPA firm.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Kristen L

CFP®, Series 65

Lincoln, IL

Pacesetter Financial Group, L.L.C.

Kristen Lanning is a CFP® and holds a Series 65 license, with 21 years of industry experience. She has been with Pacesetter Financial Group, L.L.C. since 2001. Pacesetter Financial Group serves individuals, trusts, business and tax-exempt entities, and sponsors of 401(k) plans, managing approximately $145 million. The firm uses Modern Portfolio Theory to create diversified portfolios with disciplined asset-class mutual funds and provides personalized portfolio management, 401(k) plan design and oversight, limited financial planning, and 529 college savings plan services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Andrew F

Series 65

Lincoln, IL

Pacesetter Financial Group, L.L.C.

Andrew Fitzpatrick is a financial advisor with Pacesetter Financial Group, L.L.C. in Lincoln, Illinois, holding a Series 65 license and possessing 16 years of industry experience. He has worked concurrently at J.M. Abbott & Associates, Ltd., a certified public accounting firm, where he is a certified public accountant assisting with tax returns, financial statements, tax planning, and business consulting. Both firms share common ownership and complementary services. Pacesetter Financial Group advises individuals, trusts, business and tax-exempt entities, and sponsors of company-sponsored 401(k) plans, managing approximately $145 million across discretionary and non-discretionary accounts. The firm applies Modern Portfolio Theory to build diversified portfolios mainly using asset-class mutual funds and provides personalized portfolio management as well as 401(k) plan design, oversight, and participant support.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Kathryn S

CFP®, Series 63, Series 66

Lincoln, IL

Private Advisor Group, LLC

Kathryn Schneider is a CFP® professional with 27 years of industry experience, currently serving with Private Advisor Group, LLC since 2021. Her prior experience includes roles at LPL Financial, Level Four Advisory Services, Level Four Insurance Services, and A. G. Edwards & Sons, Inc. In addition to her advisory work, she has been employed as a personal support worker with the Illinois Department of Human Services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm offers both discretionary and non-discretionary investment advisory services and employs a fiduciary-based model that incorporates various strategies and third-party managers to meet client goals.

Annuities Founder/Business Owner
user avatar

Nathaniel N

Series 63, Series 66

Lincoln, IL

LPL Financial

Nathaniel Neal is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with LPL Financial since 2012 and also operates Nathan Neal Tax Service, which he has run since 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and access to third-party asset management, with a platform that supports customized and model portfolio strategies.

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