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Jeremy Thomas La Plant

Advisor at LPL Enterprise — Jerseyville, IL

Updated today

Credentials

Series 66

Experience

12 years

Location

Jerseyville, IL 62052

LPL Enterprise logo

LPL Enterprise

Institution

Total advisors

3,120

Across 855 offices

Clients per advisor

33 Very Low

Avg AUM per client

$239,757 Very Low

HNW client ratio

22% Typical

About

Jeremy La Plant is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2013 to 2025. La Plant serves on the board of a local nonprofit, Westlake Country Club, in Jerseyville, IL. LPL Enterprise serves a broad mix of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, Model Wealth Portfolios, third-party asset management programs, and a range of brokerage and insurance products through an integrated platform.

Client services

Based on LPL Enterprise

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Enterprise

General retirement planning Tax-loss harvesting

Occupation focus

Based on LPL Enterprise

Self-Employed Founder/Business Owner

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Fee options

Fixed

Financial planning and consulting services flat fees typically range from $0 to $15,000, negotiated per client agreement.

Commissions

Commission-based compensation is received through insurance sales and broker-dealer services, including commissions and trails on insurance products and brokerage transactions.

Project-based

Financial planning and consulting services fees can be hourly, typically up to $500 per hour.

Other

Fee-only: Financial planning and consulting services offered for flat fees ranging from $0 up to $15,000 or hourly fees up to $500 per hour, fees negotiated.

Location

See office

Jerseyville, IL

1207 Sinclair Drive, Suite 2

Jerseyville IL 62052

Advisors at this office

1

Most active in

Illinois · Texas

Work history

12 years of industry experience

LPL Enterprise LLC

2025 - Present • 1 year

Jerseyville, IL

Edward Jones

2013 - 2025 • 12 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

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Mark Y

Series 63, Series 65

Elsah, IL

Exodus Wealth, LLC

Mark Young is a financial advisor at Prosperity Wealth Management, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Secure Investment Management, JD Mellberg Financial, Severin Investments, and The Financial Mgmt Center. Outside of advisory work, he is a licensed insurance agent with JD Mellberg Financial, an insurance agency. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, and consulting services. The firm manages approximately $442 million in discretionary assets and employs a multi-method investment approach with continuous portfolio supervision and oversight of third-party managers.

Options & derivatives strategies Charitable giving & philanthropy
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Paul H

Series 63, Series 66

Jerseyville, IL

BFC PLANNING, Inc.

Paul Hardin is a financial advisor with BFC Planning, Inc. in Jerseyville, IL, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with BFC Planning and Berthel Fisher & Company Financial Services, Inc. since 2012. Outside of his advisory role, Hardin serves as vice president of the City of Jerseyville Police Pension Fund and is a board member and secretary for St. Francis Xavier Cemetery. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various sub-advisory and institutional platforms, employing a range of investment strategies while excluding futures, hedge funds, and digital assets.

Concentrated stock management Options & derivatives strategies Real estate investing
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Donovan E

Series 63, Series 66

Godfrey, IL

LPL Financial

Donovan Ehrman is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Prior to joining LPL Financial in 2020, he worked at CUNA Brokerage Services, Inc. and 1st Midamerica Credit Union. Outside of his advisory role, Ehrman serves as an assistant baseball coach and JV basketball coach at Father McGivney Catholic High School. LPL Financial is a nationally registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Sara N

Series 66

Jerseyville, IL

Edward Jones

Sara Norman is a financial advisor with Edward Jones in Jerseyville, IL, holding a Series 66 designation and five years of industry experience. She has been with Edward Jones since 1989. Outside of her advisory role, she serves as a substitute aerobics instructor at the JCH Wellness Center in Jerseyville. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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

Series 66

Jerseyville, IL

LPL Financial

Julie Brangenberg is a financial advisor with LPL Financial in Jerseyville, IL, holding a Series 66 credential and bringing 24 years of industry experience. She has been with LPL Financial since 2003. Outside of advisory services, she is involved in business entities used for tax and investment purposes and has interests in real estate and farm ownership. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, retirement consulting, and brokerage services with both discretionary and non-discretionary management options supported by LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
user avatar

Karen W

Series 66

Jerseyville, IL

OSAIC

Karen Weible is a financial advisor with OSAIC in Jerseyville, IL, holding a Series 66 designation and 19 years of industry experience. She has previously worked at SagePoint Financial since 2010 and has been with OSAIC since 2023. Outside of advisory work, she operates two sole proprietorships focused on financial analysis, including one that provides divorce financial solutions. OSAIC serves a wide range of clients, from individual investors to institutions, offering brokerage, advisory, retirement plan consulting, and managed account services. The firm utilizes various asset-allocation tools and third-party platforms to construct and manage diversified portfolios.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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