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Cynthia Byrd

Advisor at Edward Jones

Updated today

Location

Oregon, IL 61061-1621

Credentials

CFP®, Series 63

Industry experience

38 years

About

Cynthia Byrd is a CFP®-designated financial advisor with Edward Jones, where she has worked since 1999. She has 37 years of industry experience, including prior work at Polo National Bank and First Bank South. Outside of her advisory role, she and her spouse are joint owners of commercial property and farmland in Oregon, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

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

315 W Washington Street

Oregon, IL 61061-1621

Most active in

Illinois · Texas

Work history

Edward D. Jones & CO., L.P.

1999 - Present (27 years)

Polo National Bank

1979 - Present (47 years)

First Bank South

1979 - Present (47 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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David D

CFP®, ChFC®, Series 63

Polo, IL

Dahl Financial Services, Inc.

David Dahl is a CFP® and ChFC® with 27 years of industry experience. He has been associated with Dahl Financial Services, Inc., Dahl Insurance Services, Inc., and Sebrite Corporation since 1982, and has worked with American General Securities Incorporated since 1997. In addition to his financial advisory roles, he is involved with Dahl's Auto Reconstruction Co Inc, a business he has been connected to since 1973. Dahl Financial Services, Inc. provides investment supervisory and financial planning services primarily to individual investors who are not high-net-worth, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs both fundamental and technical analysis in its investment decisions, including active strategies such as options and market timing, and is noted for its vertical integration with affiliated entities offering insurance, counseling, and educational programs.

Retirement income strategy Life insurance needs analysis Equity compensation tax strategy Business sale tax planning Cash flow / budgeting Founder/Business Owner Retired Approaching retirement Sandwich Generation Women Professionals
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Nathan H

Series 65

Davis Junction, IL

Haas Trade Advisors LLC

Nathan Haas is a financial advisor at Haas Trade Advisors LLC holding a Series 65 designation. Based in Davis Junction, IL, he provides financial planning and consulting with a focus on long-term, strategic investment guidance. Haas Trade Advisors delivers written financial plans covering asset allocation, retirement, tax, estate, cash flow, and education planning primarily through virtual meetings. The firm emphasizes holistic, goal-based planning without managing client assets or accepting trading discretion.

College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Cash flow / budgeting General tax planning
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Adam O

Series 63, Series 65

Dixon, IL

Packerland Brokerage Services, Inc.

Adam Olson is a financial advisor with Packerland Brokerage Services, Inc. in Sterling, Illinois, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at VOYA Financial Advisors and running Olson Insurance & Financial Services, Inc., where he also works as an insurance agent specializing in life, health, fixed annuities, and long-term care insurance. Outside of finance, he is the owner of Kustom Kovers, Inc., a drapery and window treatment business managed by his wife. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors, offering financial planning, portfolio management, and access to advisory programs through firm-managed portfolios, wrap programs, and third-party arrangements. The firm combines individualized planning with discretionary or non-discretionary management and uses tools such as separately managed accounts and automated rebalancing, while operating as both an SEC-registered investment adviser and a FINRA broker-dealer.

Retirement income strategy Options & derivatives strategies Wealth management
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Louis E

Series 63, Series 65

Dixon, IL

BFC PLANNING, Inc.

Louis Eastman is a financial advisor with BFC Planning, Inc. in Dixon, IL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at BFC Planning since 2013 and has been with Berthel, Fisher & Company Financial Services, Inc. since 2003. Eastman is also involved in life insurance sales through Community State Bank in Dixon. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various advisory platforms, offering both wrap and non-wrap programs with fee structures that vary by representative.

Concentrated stock management Options & derivatives strategies Real estate investing
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Carl M

Series 63, Series 65

Byron, IL

Brookstone Capital Management LLC

Carl Mook is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Brookstone since 2014 and has longstanding roles with AIG American General Life Insurance Company and his own Carl Mook Financial Group dating back to 1981. He also teaches a class at Rock Valley College in Rockford, IL. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and sovereign wealth funds. The firm emphasizes a platform approach, supporting a large advisor network with turnkey asset management services and offering a range of discretionary investment strategies.

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired
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Ashley J

Series 63, Series 65

Rochelle, IL

LPL Financial

Ashley Jackson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. She has worked at Central Bank of Illinois since 2011 and concurrently serves as a Client Relationship Officer there. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a variety 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
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