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Julie Ann Brangenberg

Advisor at LPL Financial — Jerseyville, IL West Pearl St

Updated today

Credentials

Series 66

Experience

25 years

Location

Jerseyville, IL 62052

LPL Financial logo

LPL Financial

Institution

Total advisors

22,923

Across 10,511 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Julie Brangenberg is a financial advisor with LPL Financial in Jerseyville, IL, holding a Series 66 credential and over 25 years of industry experience. She has been with LPL Financial since 2003. Outside of her advisory role, she is involved in farm ownership through a perpetual lease with a cell tower company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using a range of strategic and tactical investment approaches.

Client services

Based on LPL Financial

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

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Jerseyville, IL West Pearl St

116 West Pearl St Suite 110

Jerseyville IL 62052

Advisors at this office

1

Most active in

Illinois · Texas

Work history

25 years of industry experience

LPL Financial

2003 - Present • 23 years

Jerseyville, 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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Mark Y

Series 63, Series 65

Elsah, IL

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Mark Young is a financial advisor at Exodus Wealth, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including The Financial Management Center and Prosperity Wealth Management. Outside of advisory work, he is a licensed insurance agent with JD Mellberg Financial, an insurance agency. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension plans with asset management, financial planning, and consulting services. The firm emphasizes tailored portfolio supervision using a range of investment strategies and conducts ongoing due diligence on 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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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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Karen W

Series 66

Jerseyville, IL

OSAIC

Karen Weible is a financial advisor at OSAIC with 19 years of industry experience. She holds a Series 66 designation and has worked at SagePoint Financial and Edward Jones prior to joining OSAIC. In addition to her advisory work, she operates two sole proprietorships focused on financial analysis and divorce financial solutions. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services featuring model-based asset allocation and portfolio optimization supported by various investment strategies and third-party platforms.

Annuities Private / alternative investments

Andrea Y

CFP®, Series 66

Jerseyville, IL

Edward Jones

Andrea Yoder is a CFP® and holds a Series 66 license, currently affiliated with Edward Jones in Jerseyville, IL. She has 14 years of industry experience, including 15 years with Edward Jones. Outside of her advisory role, she serves as Vice President and Chair of the Scholarship Committee for the JCH Foundation in Jerseyville. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing over $1 trillion in assets with a broad network of advisors and branch offices. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard.

Charitable giving tax strategies Business ownership considerations Business succession planning Retirement income strategy Multi-generational wealth transfer Founder/Business Owner
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Marcus R

Series 66

Jerseyville, IL

Edward Jones

Marcus Renken is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at US Bank, Family Finance Mortgage, and Wells Fargo Home Mortgage. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

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