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Elizabeth Joy Hinrichsen

Advisor at Edward Jones — Eureka, IL

Updated today

Credentials

Series 66

Experience

2 years

Location

Eureka, IL 61530

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,152 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Elizabeth Hinrichsen is a financial advisor with Edward Jones in Eureka, IL, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked at Jenny Craig and was involved with a Mother's Day Out Program. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a large national network of financial 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

See office

Eureka, IL

126 S Main St

Eureka IL 61530

Advisors at this office

2

Most active in

Illinois · Texas

Work history

2 years of industry experience

Edward Jones

2024 - Present • 2 years

St Louis, MO

Edward Jones

2022 - 2024 • 2 years

St. Louis, MO

Jenny Craig

2021 - 2022 • 1 year

East Peoria, IL

Mother's Day Out Program

2017 - 2019 • 2 years

New Braunfels, TX

Unemployed

2008 - 2021 • 13 years

Congerville, IL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

John A

Series 63, Series 65

Washington, IL

Milestone Advisory Group, LLC

John Antrobus is a financial advisor with Milestone Advisory Group, LLC, holding Series 63 and Series 65 licenses and over 28 years of industry experience. His prior work includes roles at Cambridge Investment Research and Miles Franklin, LTD. He also operates as an independent insurance agent and is involved in precious metal solicitation. Milestone Advisory Group is an independent registered investment adviser managing approximately $18.3 million for about 137 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement-plan services, utilizing fundamental analysis and a range of implementation strategies including third-party managers and derivatives.

Student loan debt College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting
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Philip W

CFP®, Series 66

Washington, IL

Journey Beyond Wealth

Philip Wegman is a CFP® with six years of industry experience, currently serving as an advisor at Journey Beyond Wealth. His prior experience includes roles at Investment Planners Inc. and The Vanguard Group, Inc. Outside of his advisory work, he is involved with FaireCoffee, a coffee shop in Washington, Illinois, where he handles bookkeeping. Journey Beyond Wealth provides ongoing financial planning and discretionary investment management primarily to high-net-worth individuals and families. The firm employs a structured, passive allocation approach using low-cost mutual funds and ETFs and offers specialized Family Office services, including intergenerational education and facilitated family meetings.

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

Tim D

CFP®

Morton, IL

Eagle Ridge Wealth Advisors

I'm a CERTIFIED FINANCIAL PLANNER™ serving the greater Peoria, IL area and beyond from my office in Morton, IL. My firm, Eagle Ridge Wealth Advisors, provides financial planning, retirement planning, tax planning, and investment management solutions to help clients organize, grow, and secure their financial lives. Eagle Ridge Wealth Advisors is a fiduciary firm that places clients' best interests first.

Income planning General retirement planning General tax planning Founder/Business Owner Executive Baby Boomers (Born 1946-1964)
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Philip C

Series 63, Series 65

Morton, IL

210 Financial

Philip Cooper is a financial advisor at 210 Financial with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including AE Wealth Management and Creative Financial Designs. Outside of advisory work, he is involved in real estate through ownership of CKH Holdings. 210 Financial provides discretionary investment advisory and portfolio management services along with financial planning to individuals, high-net-worth clients, profit-sharing plans, estates, and trusts. The firm manages approximately $145 million in assets and utilizes model portfolios overseen by financial professionals and implemented through third-party sub-advisers.

Annuities Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k)
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Kendall S

Series 65

Morton, IL

210 Financial

Kendall Stahl is a financial advisor with 10 years of industry experience, currently serving at 210 Financial since 2020. He holds a Series 65 designation and has previously worked with AE Wealth Management and Kingdom Purposes. Outside of his advisory role, Stahl is the owner and operator of Stahl Farms, a farming business. 210 Financial provides discretionary investment advisory and portfolio management services to individuals, high-net-worth clients, profit-sharing plans, estates, and trusts. The firm employs model-based portfolio management with third-party sub-advisers and integrates financial planning into its advisory services.

Annuities Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k)
user avatar

James A

CFP®, Series 63, Series 65

Morton, IL

Creekmur Asset Management, LLC

James Anderson is a CFP®-designated financial advisor with Creekmur Asset Management, LLC, where he has worked since 2020. He has 10 years of industry experience and previously held roles at AE Wealth Management, Madison Avenue Securities, and other firms. Anderson also has experience as an insurance sales agent with Creekmur, Inc., operating under Creekmur Wealth Advisors. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million for around 1,900 individual and high-net-worth clients. The firm provides discretionary portfolio management and various financial planning services, using third-party tools and model managers to align portfolios with client risk profiles.

Retirement income strategy Wealth management Founder/Business Owner Young Professionals
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