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Edward F Carey

Advisor at Cetera — Edmond, IL

Updated today

Credentials

Series 63, Series 65

Experience

26 years

Location

Edmond, IL

Cetera logo

Cetera

Institution

Total advisors

10,190

Across 5,086 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Edward Carey is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has operated his own CPA tax accounting practice since 1979. Carey has been affiliated with Cetera and its related entities since 2000. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including 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 across various program structures and custodial relationships.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Edmond, IL

Edmond IL

Advisors at this office

1

Most active in

Illinois

Work history

26 years of industry experience

Cetera

2003 - Present • 23 years

Schaumburg, IL

Cetera financial specialists LLC

2000 - Present • 26 years

Schaumburg, IL

Edward F.. Carey, CPA

1979 - Present • 47 years

Schaumburg, 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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Barry F

CFP®, Series 63

Sycamore, IL

Family First Wealth Management

Barry Federici is a CFP® professional with six years of experience in financial advising. He is the owner of Family First Wealth Management in Sycamore, IL, and has prior work experience including 30 years in the United States Marine Corps and legal studies at NIU Law School. In addition to his advisory role, he owns Saluting Success, LLC, a property management trust. Family First Wealth Management provides investment management and financial planning primarily for individual clients, employer-sponsored retirement plans, and charitable organizations. The firm’s investment approach centers on diversification and asset allocation based on Modern Portfolio Theory, offering both strategic and tactical allocation with the option to incorporate third-party managers. It also provides employee benefit plan consulting and pension-plan advisory services, supported by the principal’s interdisciplinary background as a licensed attorney, CPA, and CFP.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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Nathan H

Series 65

Davis Junction, IL

Haas Trade Advisors LLC

Nathan Haas is the principal of Haas Trade Advisors LLC and holds a Series 65 designation. He has experience in financial advising beginning in 2024 and concurrent service in the Tennessee Air National Guard since 2021. His prior professional background includes roles at Primerica Advisors and Hanson Professional Services. Haas Trade Advisors LLC provides financial planning and consulting services to individual clients primarily through video conferencing and an online client portal. The firm focuses on fundamental analysis, long-term investment strategies, and strategic asset allocation, offering written financial plans without managing client assets or custody of funds.

General retirement planning Income planning College savings (529s, UTMA, etc.) FIRE (Financial Independence Retire Early)
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Scott N

Series 65

Sycamore, IL

Newport Investment Advisors, Inc.

Scott Newport is the principal of Newport Investment Advisors, Inc. in Sycamore, Illinois, with 29 years of industry experience. He has served as CEO of Illinois Farm Business Farm Management since 1989, providing farming business analysis services. Newport has held his current advisory role since 1996. Newport Investment Advisors, Inc. offers wealth and portfolio management services to individuals, corporations, non-profits, foundations, trusts, and qualified plans. The firm integrates financial planning into its portfolio management, employing various analyses and strategies across discretionary and non-discretionary accounts, and also provides optional tax and accounting services.

Active portfolio management Tax-loss harvesting General tax planning
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Josiah D

CFA®, Series 65

Dekalb, IL

Kisher Capital, LLC

Josiah De Ford is a CFA® charterholder working with Kisher Capital, LLC. He has four years of industry experience, including prior roles at Harvest Investment Services and Christian Retirement Ministries. Outside of finance, he has taught private music lessons for over a decade. Kisher Capital is a fee-only registered investment adviser serving individual and high-net-worth clients, as well as retirement plans and charitable organizations. The firm manages portfolios through proprietary models using factor-based equity tilts, liquid alternatives, and Biblically Responsible Investing screens, operating exclusively via a wrap-fee program.

College savings (529s, UTMA, etc.) Cash flow / budgeting Religious/faith focused

Eric S

CFP®

Dekalb, IL

Kisher Capital, LLC

My name is Eric Schlosser, and I am a caring, values‑driven CERTIFIED FINANCIAL PLANNER® Professional, and your dedicated fiduciary investment advisor. My mission is simple: to truly put your best interests first. Whether you're a family, business owner, ministry, or organization, I partner closely with you as your advocate to build customized strategies that bring confidence and peace of mind. At home, I’m a grateful husband and proud dad of two. I focus on bringing the same empathy, patience, and commitment to our work together as I would for my family. I believe that strong relationships, whether in family or finance, thrive on trust and genuine care. In our community, I serve as Assistant Treasurer for our local AYSO region, helping youth soccer flourish with responsible stewardship. I also contribute my musical gifts on the worship team at my church. These roles matter deeply to me because serving others is not just what I do, but it’s who I am. What I care about most is helping to solve problems with honesty, faith, and a genuine desire to help you succeed, because your well-being is what matters most to me. Kisher Capital's office is located a 303 E Hillcrest Dr, Ste 6, DeKalb IL 60115, and we'd love to sit down with you, learn more about your story, and help you in any way that we can.

ESG / Sustainable investing General retirement planning Gen X (Born 1965-1980)

Brittany S

CFP®, ChFC®, Series 66

Sycamore, IL

Edward Jones

Brittany Starkey is a CFP®, ChFC®, and Series 66 licensed financial advisor with six years of industry experience. She has been with Edward Jones since 2019 and previously worked at Constellation Brands Inc. from 2014 to 2019. 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 and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Retirement income strategy General retirement planning Multi-generational wealth transfer Retirement plans for business owners (SEP, solo 401k) Wealth management Military & Veterans
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