Gregg Alan Whitkanack

Advisor at Edward Jones — Paris, IL East Washington St

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

22 years

Location

Paris, IL 61944

Edward Jones logo

Edward Jones

Institution

Total advisors

24,095

Across 14,148 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Gregg Whitkanack is a financial advisor with Edward Jones in Paris, Illinois, holding the CFP® designation and Series 63 and 65 licenses. He has 22 years of industry experience, including 21 years with Edward Jones. Outside his advisory role, he is involved in managing real estate properties as a landlord. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management

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

Paris, IL East Washington St

119 East Washington St

Paris IL 61944

Advisors at this office

1

Most active in

Illinois · Texas

Work history

22 years of industry experience

Edward Jones

2005 - Present • 21 years

St. Louis, MO

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

Joseph H

Series 66

Paris, IL

LPL Financial

Joseph Hasler is a financial advisor at LPL Financial with one year of industry experience. Prior to joining LPL, he worked at VirtuSense Technologies for five years and held positions at Eureka College for six years. He is a Series 66 license holder and is based in Paris, Illinois. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers financial planning, various advisory programs, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)

Derrick L

Series 66

Paris, IL

LPL Financial

Derrick Lorenzen is a financial advisor with LPL Financial and holds a Series 66 designation. He has 11 years of industry experience, including 12 years at Edward Jones prior to joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide through its network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and technologies such as machine learning across discretionary and non-discretionary management options.

Retirement income strategy General retirement planning General estate planning guidance Military & Veterans Newlywed/Engaged

Laurie H

Series 66

Clinton, IN

Edward Jones

Laurie Harbison is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2016. Laurie is based in Clinton, Indiana. Outside of her advisory role, her family is involved with a farm business in Rockville, Indiana. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Wealth management Retired Founder/Business Owner Executive
user avatar

Douglas H

Series 63, Series 65

Paris, IL

LPL Financial

Douglas Hasler is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at LPL Financial since 2012 and is also involved with Longview Bank & Trust, Marks Group Wealth Management, and a private family foundation. Hasler serves as president of the Joe & Nila White Hasler Foundation and is a commissioner on the City of Paris, Illinois city council. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, employing both discretionary and non-discretionary management alongside research and model portfolios.

College savings (529s, UTMA, etc.)

Chance J

Series 66

Clinton, IN

Edward Jones

Chance Jones is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has previously worked at Collom Excavating and in educational roles at Trine University and Riverton Parke High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Income planning General retirement planning Founder/Business Owner Mid-Career Professionals
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