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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

53

Across 12 offices

Clients per advisor

221 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 65, Series 63

Louisiana, MO

Ameriprise

Jason Henry is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Ameriprise Financial Services and its predecessor entities since 1989. Outside of advising, he assists with a family farming operation during harvest season. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on dependable income sources and tax-aware withdrawal strategies. The firm's approach integrates proprietary research with third-party data and emphasizes collaboration between centralized service teams and financial advisors.

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 based in Pittsfield, Illinois. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. His prior roles include ten years at Securities America Advisors, Inc., and he currently serves as a non-profit board member for the City of Pittsfield. Outside of advising, he owns Pike County Quick Lube LLC and acts as managing broker for Hometown Real Estate. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with access to model portfolios, third-party research, and technology-driven strategies.

College savings (529s, UTMA, etc.)
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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, Illinois, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She previously worked at Investment Centers of America, Inc. and Farmers State Bank. Outside of her advisory role, she is the managing member of Henry's Midwest Snowie LLC, a snow cone business started by her twin daughters. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and brokerage services, utilizing model portfolios, third-party subadvisors, and research from LPL Research.

College savings (529s, UTMA, etc.)
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