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.
Credentials
Series 65
Experience Industry experience
4 years
Location
Jemison, AL
Wealthcare Capital Management LLC
Multi-team
Di Wu is a financial advisor at Wealthcare Capital Management LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Whalen Wealth Management Inc., RFG Advisory, and T3 Trading Group. Before entering financial advisory roles, he was employed at The Frick Collection for nine years. Wealthcare Capital Management LLC is an SEC-registered multi-team advisor managing approximately $3.03 billion for individual and high-net-worth clients, trusts, retirement plans, and foundations. The firm provides discretionary and non-discretionary portfolio management, financial planning, retirement plan advisory, and access to alternative and precious-metal investments, using model portfolios and an evidence-based investment framework overseen by an Investment Policy Committee.
Based on Wealthcare Capital Management LLC
Based on Wealthcare Capital Management LLC
Fixed fee financial planning engagements based on expected effort; ongoing financial planning fees up to $15,000 invoiced quarterly in advance
$0+: Up to 1.85% annually (Management Services; fee may be negotiable and can exceed 1.85% with alternative investments) $0+: Up to 0.25% annually (Investment Strategist / Model Management Services) $0+: Up to 0.65% annually (Retirement Plan Advisory Services)
Certain Advisory Persons earn commissions from insurance product sales, separate and in addition to advisory fees
Financial planning hourly rates from $150 to $400 per hour
Minimum fee: Minimum annual fee of $500, waivable at discretion of Advisor Fee-only: Financial planning fees on hourly basis ($150-$400/hr), fixed fee basis, or ongoing planning fees up to $15,000 quarterly advance invoicing; fees may be negotiable
Jemison, AL
Jemison AL
Advisors at this office
1
Alabama
4 years of industry experience
Wealthcare Capital Management LLC
2024 - Present • 2 years
Jemison, AL
Whalen Wealth Management Inc. DBA Whalen Financial
2023 - 2024 • 1 year
Las Vegas, NV
RFG Advisory
2022 - 2023 • 1 year
Vestavia Hills, AL
RFG Advisory, LLC
2022 - 2023 • 1 year
Vestavia Hills, AL
T3 trading Group, LLC
2020 - 2022 • 2 years
New York, NY
The Frick Collection
2013 - 2022 • 9 years
New York, NY
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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 63, Series 66
Clanton, AL
Edward Jones
James Edwards Jr. is a financial advisor at Edward Jones in Clanton, Alabama, with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1999. Outside of advisory services, he is president and owner of JEE Holding Company Inc., a corporation that owns the office building leased to Edward Jones. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options through a nationwide network of advisors and branch offices.
Series 66
Calera, AL
Cetera
Jack Tillery Jr. is a financial advisor at Cetera with nine years of industry experience and holds the Series 66 designation. He has worked at Cetera and Cetera Investment Services LLC since 2017 and has been employed by Regions Bank since 2009. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform offering a range of portfolio management and financial planning services through a network of over 10,000 advisors.
Series 66
Jemison, AL
Cetera
Michael Johns is a financial advisor at Cetera with 17 years of industry experience. He holds the Series 66 designation and has worked at Cetera and its affiliated entities since 2013, following earlier roles at BB&T Investment Services and LPL Financial. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and consulting services through a nationwide network of independent advisors, with access to multiple program structures and third-party money managers.
Series 63, Series 65
Clanton, AL
LPL Financial
Kevin Lively is a financial advisor at LPL Financial with six years of industry experience. He holds Series 63 and Series 65 licenses and has previous experience at firms including Raymond James & Associates, Avantax Investment Services, and LiveOak Capital Inc. Outside of advisory services, he is involved in tax preparation and accounting through McKinney & Lively PC and serves as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to a range of clients, including individuals, retirement plan participants, and institutions. The firm offers financial planning, model portfolio programs, and access to third-party asset management, utilizing a variety of investment strategies supported by technological tools, while overseeing over $819 billion in discretionary assets.
Series 66
Clanton, AL
Edward Jones
Renee Green is a financial advisor with Edward Jones in Clanton, AL, holding a Series 66 designation and with 14 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.
Series 66
Clanton, AL
LPL Financial
Patrick Mckinney is a Series 66 licensed financial advisor at LPL Financial with two years of industry experience. His prior roles include positions at KPMG LLP and the law firm Mckinney & Lively, P.C. Additionally, he has worked in both academic and professional settings related to finance and accounting. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, supported by a large network of advisors and technology tools.
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