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Ethan Thomas

Advisor at Maynerich Financial

Updated today

Location

Virden, IL 62690

Credentials

Series 65

Industry experience

1 year

About

Ethan Thomas is a financial advisor at Maynerich Financial with one year of industry experience. He holds the Series 65 designation and has worked primarily with Maynerich Financial since 2021. Outside of his advisory role, Ethan owns and operates EFNF LLC, an online consulting business serving e-commerce and Amazon sales companies. Maynerich Financial provides portfolio management, investment analysis, financial planning, and retirement plan consulting to individuals, trusts, estates, corporations, and pension plans. The firm constructs individualized investment plans and manages client accounts using a variety of analysis methods and investment vehicles tailored to client goals and risk tolerance.

Client services

Based on Maynerich Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Trust, estates

Expertise

Based on Maynerich Financial

Retirement income strategy Social Security optimization General tax planning Wealth management

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Fee options

Percentage

$0 - $250k: 1.10% annually $250k - $500k: 1.00% annually $500k - $1 million: 0.95% annually $1 million+: 0.90% annually

Project-based

Negotiable hourly rate of $250/hour.

Location

405 N. Springfield Street

Virden, IL 62690

Most active in

Illinois

Work history

Maynerich Financial

2024 - Present (2 years)

Maynerich Financial

2023 - 2024 (1 year)

Tilly's

2022 - 2023 (1 year)

Maynerich Financial

2021 - 2022 (1 year)

Menard's

2021 - 2021 (1 year)

Lincoln Land Community College

2020 - 2021 (1 year)

Tilly's

2019 - 2020 (1 year)

Pleasant Plains High School

2018 - 2019 (1 year)

Knight's Action Park

2018 - 2018 (1 year)

Athens Junior High School

2015 - 2018 (3 years)

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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Bradley B

CFP®, Series 63, Series 65

Chatham, IL

Bobb Financial Incorporated

Bradley Bobb is a CFP® professional with 24 years of industry experience. He is the sole advisor at Bobb Financial Incorporated, an independent registered investment adviser based in Chatham, IL. His prior experience includes roles at United Planners Financial Services and Cambridge Investment Research, Inc. He has also been involved with the RDA Financial network and Federal Consulting. Bobb Financial Incorporated provides discretionary investment management and comprehensive financial planning services to individuals, including high-net-worth clients, as well as corporations and business clients. The firm primarily constructs asset-allocation portfolios using passive investment vehicles and offers educational seminars and speaking engagements to groups and the public.

Business sale tax planning Founder/Business Owner
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Andrew M

CFP®, Series 66

Virden, IL

Maynerich Financial

Andrew Maynerich is a CFP® professional with 13 years of industry experience. He is affiliated with Maynerich Financial and has worked previously at ICA Group Wealth Management, LLC and LPL Financial LLC. Outside of financial advising, he teaches tap dance classes and works as a choreographer for local theater and high schools. Maynerich Financial provides portfolio management, investment analysis, financial planning, and retirement plan consulting to a diverse client base including individuals, trusts, estates, corporations, and pension plans. The firm employs a comprehensive investment process that incorporates multiple analytical approaches and manages accounts primarily on a discretionary basis to align with clients’ goals and risk tolerance.

Retirement income strategy Social Security optimization General tax planning Wealth management
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Chris H

Series 63, Series 65

Carlinville, IL

IPI Wealth Management, Inc.

Chris Hammann is a financial advisor with IPI Wealth Management, Inc. in Carlinville, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Investment Planners, Inc. since 1997. Outside of advising, Hammann is involved as a musician with Miles Station Music and owns a farm. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans, offering portfolio management, financial planning, and access to third-party manager programs. The firm employs an open-architecture investment platform with risk-based model suites and utilizes an outsourced-agent operational model for trade execution and reporting.

ESG / Sustainable investing Retirement income strategy
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Anna S

Series 66

Chatham, IL

Kestra Advisory

Anna Sohm is a financial advisor with Kestra Advisory, holding a Series 66 credential and 25 years of industry experience. She previously worked at AXA Advisors from 2000 to 2016 before joining Kestra in 2016. Outside of her advisory role, Sohm coaches middle school runners and serves as President Elect on the board of the Springfield Muni Opera, a volunteer-driven local theater organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers fiduciary consulting, plan design, investment advice, and access to multiple management platforms, serving large institutional clients such as sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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David C

Series 63, Series 65

Chatham, IL

Kestra Advisory

David Coonrod is an investment advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He is president of Coonrod & Associates, P.C., an accounting and tax practice, and serves as a trustee for Chatham Baptist Church. Additionally, he pursues music as a personal interest. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, supporting fiduciary services and offering access to multiple management platforms and third-party solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Steffen R

Series 66

Pawnee, IL

Thrivent Investment Management

Steffen Ryan is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise and in educational institutions. He is also a former notary public who provided notarization services for clients at his prior firms. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based, holistic financial planning without discretionary trading authority. The firm emphasizes planning tailored to diverse needs and allows clients to combine these services with managed accounts under a consolidated billing option.

Business ownership considerations
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