Christine Short

Advisor at Edward Jones

Updated today

Location

Lincoln, IL 62656

Credentials

CFP®, Series 66

Industry experience

13 years

About

Christine Short is a Certified Financial Planner® (CFP®) with 13 years of industry experience. She has been with Edward Jones in Lincoln, IL since 2012. Outside of her advisory role, she serves as Chair Elect on the Board of Abraham Lincoln Memorial Hospital in Lincoln, Illinois. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies through a large network of financial advisors and branch offices across the United States.

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

515 Broadway St

Lincoln, IL 62656

Most active in

Illinois · Texas

Work history

Edward Jones

2012 - Present (14 years)

Disclosures

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

Business activities & affiliations

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Timothy B

CFP®, Series 66

Lincoln, IL

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Timothy Bacus is a CFP® professional with eight years of industry experience, currently serving at Pacesetter Financial Group, L.L.C. since 2017. Prior to joining Pacesetter, he worked at Ameriprise Financial and Lincoln Christian University. In addition to his advisory role, Timothy works as an accountant for J.M. Abbott & Associates, Ltd., a certified public accounting firm that shares ownership and resources with Pacesetter Financial Group. Pacesetter Financial Group advises individuals, trusts, business and tax-exempt entities, and sponsors of company 401(k) plans, managing approximately $145 million. The firm applies Modern Portfolio Theory to create diversified portfolios primarily using asset-class mutual funds and offers personalized portfolio management, 401(k) plan design and oversight, limited financial planning, and 529 college savings plan services.

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Kristen L

CFP®, Series 65

Lincoln, IL

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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
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Kathryn S

CFP®, Series 63, Series 66

Lincoln, IL

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Kathryn Schneider is a CFP® professional with 27 years of industry experience, currently affiliated with Private Advisor Group, LLC since 2021. She has previously worked at LPL Financial and Level Four Advisory Services, with a background that includes health insurance agency work and personal support services outside the investment field. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to various third-party asset management programs.

Retired Founder/Business Owner
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Nathaniel N

Series 63, Series 66

Lincoln, IL

LPL Financial

Nathaniel Neal is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with LPL Financial since 2012. In addition to his advisory role, he operates Nathan Neal Tax Service, which he has managed since 2011. 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 asset management solutions supported by an in-house research team and a large network of investment adviser representatives.

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Stacy T

CFP®, Series 63

Lincoln, IL

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