Advisor at Black Swan Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Mcleansboro, IL
Credentials
CFP®, Series 65
Industry experience
9 years
Daniel Bishop is a CFP® and Series 65-licensed financial advisor with nine years of industry experience. He is the sole advisor at Black Swan Advisors LLC, an independent firm he has led since 2015. Outside of his advisory work, Bishop owns and operates Business Master Mechanic, a consulting business focused on diagnostic valuations and strategic planning for small to medium private businesses. Black Swan Advisors LLC serves clients with personalized financial planning and investment consulting tailored to their individual needs.
Based on Black Swan Advisors LLC
Mcleansboro, IL
Illinois
Black Swan Advisors LLC
2015 - Present (11 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Mcleansboro, IL
Edward Jones
Timothy Millenbine is a Series 66-registered financial advisor with Edward Jones in Mcleansboro, Illinois, where he has worked since 2012. He has 13 years of industry experience. Outside of his advisory role, Millenbine serves as vice president of the Benton-West City Chamber of Commerce and is also vice president of the Hamilton County Unit 10 Board of Education. He has involvement in several local businesses, including an ice cream shop and a car wash facility. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.
Series 63, Series 66
Norris City, IL
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David Hughes is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 16 years of industry experience. He previously worked at Edward Jones for eight years before joining LPL Financial in 2020. Hughes is also involved with Grindstone Wealth Management LLC, a non-investment-related business entity. 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 investment solutions supported by an in-house research team, combining large-scale advisory operations with various non-advisory product offerings.
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