Connor Trey Guebert

Advisor at Edward Jones — Red Bud, IL 210 S Main St

Updated today

Credentials

Series 66

Experience

8 years

Location

Red Bud, IL 62278

Edward Jones logo

Edward Jones

Institution

Total advisors

24,118

Across 14,155 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Connor Guebert is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Total Quality Logistics for one year. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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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

Red Bud, IL 210 S Main St

210 S Main St Suite 2

Red Bud IL 62278

Advisors at this office

1

Most active in

Illinois · Texas

Work history

8 years of industry experience

Edward Jones

2017 - Present • 9 years

St Louis, MO

Total Quality Logistics

2016 - 2017 • 1 year

Saint 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

Dwight S

Series 63, Series 65

Waterloo, IL

Schaefer Wealth Management, Inc.

Dwight Schaefer is a financial advisor with Schaefer Wealth Management, Inc. in Waterloo, IL, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He has been with Schaefer Wealth Management since 2008. Outside of advising, he works as an independent insurance agent for various companies and serves as co-successor trustee for a family trust. Schaefer Wealth Management serves individual investors, high-net-worth clients, and business owners with customized investment management and financial planning services, employing a mix of mutual funds, ETFs, and individual securities guided by quantitative analysis and third-party research. The firm also offers educational seminars and client newsletters at no additional cost.

Retirement income strategy General retirement planning Income planning Annuities Options & derivatives strategies Founder/Business Owner Executive
user avatar

Ted K

Series 63, Series 65

Waterloo, IL

Larson Financial Group, LLC

Ted Kirkpatrick is a financial advisor at Larson Financial Group, LLC with 36 years of industry experience. He has worked at Larson Financial Group since 2021 and previously spent 31 years with Edward D. Jones & Co., L.P. He holds Series 63 and Series 65 licenses. Larson Financial Group, LLC offers financial planning, portfolio management, and retirement-plan consulting services primarily to doctors and related businesses, as well as individuals, trusts, corporations, nonprofits, and pension plans. The firm employs both strategic and tactical investment approaches and combines discretionary programs with model portfolios, utilizing AI-assisted tools alongside human review.

Options & derivatives strategies Active portfolio management Private / alternative investments Wealth management Doctor or Medical Professional Founder/Business Owner

Garrett R

CFP®, Series 66

Waterloo, IL

Edward Jones

Garrett Reifschneider is a CFP®-designated financial advisor with Edward Jones, based in Waterloo, Illinois, and has nine years of industry experience. He has been with Edward Jones for ten years and previously worked at The Orchards Golf Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated services supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning General estate planning guidance Retired Founder/Business Owner Executive

Collin M

Series 63, Series 66

Waterloo, IL

Edward Jones

Collin Moore is a financial advisor at Edward Jones with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

General retirement planning Retirement income strategy Inheritance planning Multi-generational wealth transfer General estate planning guidance Founder/Business Owner Intergenerational Families

Curtis H

Series 66

Waterloo, IL

Edward Jones

Curtis Haentzler is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, he worked at Americom Imaging Systems, Inc and Purity Source. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets across a broad network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Retirement income strategy General retirement planning Founder/Business Owner
user avatar

Jennifer L

Series 63, Series 66

Red Bud, IL

Thrivent Investment Management

Jennifer Langrehr is a financial advisor at Thrivent Investment Management with five years of industry experience. She previously worked at Dieterich Bank for eight years and held roles at Thrivent Financial for Lutherans. Langrehr serves as secretary for the St. John’s Lutheran School Parent Teacher League in Red Bud, IL. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a range of financial topics without providing portfolio management for institutional clients.

Business ownership considerations
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