user avatar

Kettra Baker

Advisor at LPL Financial

Updated today

Location

Farmer City, IL

Credentials

Series 63, Series 66

Industry experience

25 years

About

Kettra Baker is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with LPL Financial since 2015. Outside of her advisory role, she manages a family business called B-Sharp Entertainment. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and investment solutions supported by in-house research and a large network of investment adviser representatives.

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 plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

Farmer City, IL

Most active in

Illinois

Work history

LPL Financial

2015 - Present (11 years)

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

Bryce D

Series 65

Le Roy, IL

Blue Jean Wealth Management

Bryce Dooley is the sole advisor at BD MGMT LLC, operating as Blue Jean Wealth Management, with six years of industry experience. He holds a Series 65 designation and has worked in various roles including management of a vending machine business, Dool's Delights. BD Capital provides discretionary investment advisory and portfolio construction services primarily to individual clients and select business entities. The firm employs a fundamental, bottom-up investment approach focused on concentrated portfolios and employs borrowing and derivatives in separate accounts, with the adviser personally investing alongside clients.

Active portfolio management Concentrated stock management
user avatar

Emily S

Series 63, Series 65

Le Roy, IL

Raymond James Financial

Emily Smith is a financial advisor with Raymond James Financial Services Advisors, Inc. and Busey Bank, holding Series 63 and Series 65 licenses with nine years of industry experience. She has worked at various Raymond James entities since 2015 and also serves as an associate at Busey Investment Services. Outside of her financial advisory roles, Smith holds a position at the Piatt County Clerk's Office. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations supported by firm research and a broad affiliate network.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
user avatar

Thomas E

Series 63, Series 65

Mahomet, IL

Cetera

Thomas Ealy is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 44 years of industry experience. His work history includes roles at Cetera Investment Advisers LLC, Cetera Wealth Services, and multiple financial services firms including Investment Planners, Inc. and Carleton Financial Inc., where he is an owner and registered representative. He is also an insurance agent selling life, health, annuities, and long-term care products. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions. The firm provides access to model portfolios and third-party managed solutions, combining retirement and fiduciary capabilities with a broad advisory platform.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
user avatar

Bruce P

Series 66

Mansfield, IL

Thrivent Investment Management

Bruce Paulsrud is a Series 66 credentialed financial advisor with 18 years of industry experience. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and planning across various topics, allowing clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Business ownership considerations
user avatar

George L

Series 66

Mahomet, IL

Thrivent Investment Management

George Longfellow Jr. is a Series 66-licensed advisor at Thrivent Investment Management with six years of industry experience. He has worked at Thrivent Financial and its investment management arm since 2019. Outside of his financial advisory role, he co-owns a hobby business breeding and selling exotic pets, primarily ball pythons. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning across various financial topics, allowing clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan.

Business ownership considerations

Jared L

Series 66

Mahomet, IL

Edward Jones

Jared Lyons is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

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

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")