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Elizabeth M White

Advisor at Midwestern Securities Trading Company, LLC — Pittsfield, IL

Updated today

Credentials

Series 66

Experience

4 years

Location

Pittsfield, IL 62363

Midwestern Securities Trading Company, LLC logo

Midwestern Securities Trading Company, LLC

Multi-team

Total advisors

52

Across 11 offices

Clients per advisor

225 Very High

Avg AUM per client

$161,531 Very Low

HNW client ratio

2% Very Low

About

Elizabeth White is a financial advisor at Midwestern Securities Trading Company, LLC with four years of industry experience. She holds a Series 66 designation and also serves as Vice President of Operations at Eagle Valley Bank, where she has worked since 2001. Additionally, she is an Alderman for Ward 2 in the City of Pittsfield and serves on the board of the Pike County Chamber of Commerce. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, and charitable organizations. The firm offers financial planning, portfolio management, ERISA 3(38) fiduciary services, and access to both internal model portfolios and third-party money managers.

Client services

Based on Midwestern Securities Trading Company, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Portfolio management for 401(k) retirement plans defined in section 3(38) of erisa rules

Expertise

Based on Midwestern Securities Trading Company, LLC

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Passive / index investing

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Fee options

Fixed

Flat fees available for financial plans and consultations as negotiated; not to exceed hourly rates.

Percentage

$0.00 - $999,999.99: 1.30% $1,000,000.00 - $4,999,999.99: 1.05% $5,000,000.00 - $9,999,999.99: 0.85% $10,000,000.00+: 0.55%

Commissions

The firm and its representatives are dually registered as broker/dealer agents; commissions are earned on transactions for brokerage clients but no client pays both advisory fees and commissions.

Project-based

Approximately $300 per hour for financial planning and consultation, negotiable with minimum fee of $150/hour.

Other

Account minimum: $500 Minimum fee: $40 annual maintenance fee for Beacon Portfolios, billed quarterly in $10 increments; may be waived if assets exceed $25,000 Fee-only: Financial planning billed hourly at $300 per hour (negotiable with minimum $150/hour) or flat fees based on agreed scope

Location

See office

Pittsfield, IL

201 W Washington St

Pittsfield IL 62363

Advisors at this office

1

Most active in

Illinois

Work history

4 years of industry experience

Eagle Valley Bank

2021 - Present • 5 years

Griggsville, IL

Eagle Valley Bank

2001 - Present • 25 years

Griggsville, 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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Jason H

Series 63, Series 65

Louisiana, MO

Ameriprise

Jason Henry is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has been with Ameriprise and its predecessor entities since 1989. Outside of advising, he participates seasonally in his family farming operation, assisting with combine and grain truck duties during harvest. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice, focusing on income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Nathaniel P

Series 66

Pittsfield, IL

Edward Jones

Nathaniel Painter is a financial advisor with Edward Jones, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he is an insurance agent representing Kansas City Life and various independent insurance companies, and he is a member of the O'Fallon, MO Chamber of Commerce, participating in local community fundraising efforts. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and strategies, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

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

Series 63, Series 66

Pittsfield, IL

LPL Financial

Christopher Little is a financial advisor with LPL Financial in Pittsfield, Illinois, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Securities America Advisors, Inc., Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of his advisory work, he serves as a board member for a nonprofit organization in Pittsfield and owns a quick lube business. 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 advisory and brokerage services through a large network of investment adviser representatives, utilizing a variety of investment programs and model portfolios alongside diverse financial products and operational support tools.

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

Series 63, Series 66

Pittsfield, IL

LPL Financial

Andrea Henry is a financial advisor with LPL Financial in Pittsfield, IL, holding Series 63 and Series 66 licenses and 18 years of industry experience. Prior to joining LPL Financial in 2017, she worked at Investment Centers of America, Inc. and Farmers State Bank. She is also the managing member of Henry's Midwest Snowie LLC, a snow cone business operated by her twin daughters. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, and institutions. The firm offers various financial planning and investment management solutions, including access to model portfolios, third-party asset managers, 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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