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Donald Arthur Mclaughlin

Advisor at McLaughlin Asset Management, Inc. — Danville, IL Us Route 150

Updated today

Credentials

Series 65

Experience

23 years

Location

Danville, IL 61832

McLaughlin Asset Management, Inc. logo

McLaughlin Asset Management, Inc.

Supported

Total advisors

4

Across 3 offices

Clients per advisor

28 Low

Avg AUM per client

$1,524,788 High

HNW client ratio

50% High

About

Donald Mclaughlin is a financial advisor at McLaughlin Asset Management, Inc. in Danville, IL, holding a Series 65 designation with 23 years of industry experience. He has been with McLaughlin Asset Management since 2003. McLaughlin Asset Management provides discretionary investment supervisory services and portfolio management to a diverse client base including individuals, high-net-worth clients, corporate retirement plans, charitable institutions, foundations, endowments, trust programs, and other financial advisers. The firm combines top-down and bottom-up investment processes, employing thematic, fundamental, quantitative, and qualitative analysis, and incorporates a range of strategies such as passive ETFs, mutual funds, bond ladders, and option overlays tailored to client risk tolerance.

Client services

Based on McLaughlin Asset Management, Inc.

Financial planning Portfolio management Pension consulting

Expertise

Based on McLaughlin Asset Management, Inc.

Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General estate planning guidance

Occupation focus

Based on McLaughlin Asset Management, Inc.

Founder/Business Owner Retired

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Fee options

Fixed

Negotiated fixed fees for one-time or ongoing financial planning or investment consulting for non-discretionary clients

Percentage

$0 - $1,000,000: 0.90% annually $1,000,001 - $2,000,000: 0.80% annually $2,000,001 - $5,000,000: 0.60% annually $5,000,001+: 0.40% annually

Other

Account minimum: $1,000,000 Fee-only: Financial planning services included at no additional cost for discretionary clients; fixed fees for non-discretionary financial planning negotiated case-by-case

Location

See office

Danville, IL Us Route 150

1905 Us Route 150 Ste E

Danville IL 61832

Advisors at this office

2

Most active in

Illinois · Indiana

Work history

23 years of industry experience

McLaughlin Asset Management

2003 - Present • 23 years

Danville, IL

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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Ryan M

Series 65

Danville, IL

McLaughlin Asset Management, Inc.

Ryan McLaughlin is a financial advisor at McLaughlin Asset Management, Inc. in Danville, IL, holding a Series 65 designation with 20 years of industry experience. He has been with McLaughlin Asset Management since 2003. McLaughlin Asset Management serves individuals, including high-net-worth clients, corporate retirement plans, charitable institutions, foundations, trusts, and other financial advisors. The firm offers discretionary portfolio management and financial planning, employing a blend of top-down and bottom-up analysis with a combination of active, passive, and options strategies tailored to each client’s risk tolerance and objectives.

Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General estate planning guidance Founder/Business Owner Retired
user avatar

Reginald W

Series 66

Danville, IL

Edward Jones

Reginald Warfield is a financial advisor at Edward Jones in Danville, IL, with three years of industry experience. He holds a Series 66 designation and previously worked for Old National Bank (formerly First Midwest Bank) for 11 years. Outside of his advisory role, he manages a rental property as a sole proprietor. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jarron F

Series 66

Danville, IL

LPL Financial

Jarron Fleming is a financial advisor with LPL Financial in Danville, Illinois, holding a Series 66 designation and one year of industry experience. His background includes roles in education at multiple institutions and a business position at Quick Pools and Spas. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Douglas I

Series 63, Series 66

Danville, IL

LPL Enterprise

Douglas Ireland is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Raymond James & Associates, and PNC Wealth Management. Outside of his advisory work, he owns Ireland Financial Partners and Ireland Insurance and Accounting Group, businesses involved in financial advising and insurance services. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth investors, and institutional entities. The firm primarily offers model-driven investment implementation and access to third-party asset managers, alongside services in insurance and trust custody.

Tax-loss harvesting
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Dean S

CFP®, Series 63

Danville, IL

LPL Financial

Dean Shore is a CFP®-designated financial advisor with 11 years of industry experience. He is currently with LPL Financial, where he has worked since 2018, and previously held roles at Cetera Advisor Networks LLC and Fidelity Brokerage Services LLC. Shore is president of CASA of Vermilion County and serves on the finance committee and board of directors for the Danville Metropolitan Exposition Auditorium and Office Building Authority. 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 institutions. The firm offers a range of investment strategies, including model portfolios, third-party asset management, and customized allocations, supported by technology for operational and research purposes.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Lucas M

Series 66

Danville, IL

Morgan Stanley

Lucas Moriarty is a financial advisor at Morgan Stanley in Danville, Illinois, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2024, he worked at Ware Group and has experience at several country clubs. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by structured planning tools and firm-wide investment analyses.

General estate planning guidance
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