Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66, Series 63
Experience Industry experience
4 years
Location
Vandalia, IL
Charles Schwab
Institution
Grant Wells is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and four years of industry experience. His background includes roles at Charles Schwab, TD Ameritrade, Northwestern Mutual, and various positions outside finance, including event services and retail. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by its Center for Financial Research.
Based on Charles Schwab
Based on Charles Schwab
$0 - $1,000,000: 0.80% annually More than $1,000,000 - $2,000,000: 0.75% annually More than $2,000,000 - $5,000,000: 0.70% annually More than $5,000,000 - $10,000,000: 0.50% annually More than $10,000,000 - $25,000,000: 0.30% annually More than $25,000,000+: 0.30% annually or less, as negotiated
Account minimum: $500,000 Minimum fee: Quarterly minimum fee equal to the lesser of $1,000 or the quarterly fee from applying a 1.60% annual percentage rate to total billable assets. Fee-only: Yes - The Schwab Wealth Advisory program charges a wrap fee including advisory, brokerage, custody, and administrative fees; no separate commissions are charged on trades within the program.
Vandalia, IL
Vandalia IL
Advisors at this office
1
Illinois
4 years of industry experience
Charles Schwab & Co., Inc.
2023 - Present • 3 years
Vandalia, IL
Td Ameritrade, Inc.
2021 - 2023 • 2 years
St Louis, MO
County Market
2021 - 2022 • 1 year
Vandalia, IL
The FNB Community Bank
2021 - 2021 • 1 year
Vandalia, IL
County Market
2020 - 2021 • 1 year
Vandalia, IL
Northwestern Mutual Life Insurance Company
2019 - 2020 • 1 year
Fairview Hts, IL
Northwestern Mutual Investment Management
2019 - 2020 • 1 year
Fairview Hts, IL
County Market
2018 - 2019 • 1 year
Vandalia, IL
Elite Events Services
2017 - 2018 • 1 year
Edwardsville, IL
Southern Illinois University Edwardsville
2016 - 2020 • 4 years
Edwardville, IL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
Vandalia, IL
Cetera
Joseph Cearlock is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has a background that includes roles at Avantax entities and ownership of an accounting and tax preparation firm, LCB CPAs & Advisors, Ltd. Cearlock is involved in community and religious activities, serving as chairman of the church council at First United Methodist Church and as an elder and vice president of The Way Church of Fayette County. Cetera Investment Advisers LLC is an SEC-registered adviser that provides services through a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning options, utilizing a multi-manager platform with access to affiliated and third-party managers.
CFP®, Series 66
Vandalia, IL
Edward Jones
Brent Frey is a CFP® professional with four years of experience at Edward Jones. Before joining Edward Jones in 2022, he worked for Walmart for 21 years. He is a member of FKF LLC, a recreational farm property business in Highland, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, with a nationwide network of financial advisors and a broad set of affiliated capabilities.
Series 66
Vandalia, IL
Cetera
Brock Brannon is a financial advisor at Cetera with 20 years of industry experience. He holds a Series 66 designation and has worked previously with Cambridge Investment Research and Investment Centers of America. Brannon serves as treasurer for the Vandals Sports Booster Club in Vandalia, IL. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including access to third-party managers and bespoke strategies, supported by over 10,000 advisors and approximately $256 billion in assets under management.
Series 66
Vandalia, IL
Edward Jones
Patrick Maag is a financial advisor with Edward Jones in Vandalia, Illinois, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he is a shareholder in a separate business, Patrick Maag Incorporated, based in Land Clayton, New Mexico. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Series 63, Series 65
Vandalia, IL
Cetera
Mark Burnam is a financial advisor at Cetera with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Insurance Agency and Avantax Investment Services from 2021 to 2025. He is also a member and partner in LCB Wealth Management, a partnership unrelated to investment advisory activities. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts, offering diversified portfolio management and financial planning services through a multi-manager platform.
CFP®, Series 66
Vandalia, IL
Cetera
Scott Kramer is a CFP® professional with eight years of industry experience, currently affiliated with Cetera. He has worked at Edward Jones and operates a family farm in Farina, IL. He also serves as a board member for Saint Elizabeth Ann Seton Catholic Church and the Vandalia Lions Club. Cetera Investment Advisers LLC is an SEC-registered firm that supports a broad range of clients, including individuals, retirement plans, and institutional accounts. The firm provides diversified investment management options through multiple program structures and a large network of independent advisors.
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