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 63, Series 66
Experience Industry experience
23 years
Location
Streator, IL 61364
Edward Jones
Institution
Kevin Dean is a financial advisor with Edward Jones in Streator, Illinois, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory work, he occasionally coaches group CrossFit classes and co-manages a family farming business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.
Based on Edward Jones
$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)
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.
Streator, IL E Main St 1st Flr
303 E Main St 1st Flr
Streator IL 61364
Advisors at this office
3
Illinois · Texas
23 years of industry experience
Edward Jones
2003 - Present • 23 years
St Louis, MO
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.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
ChFC®, Series 63
Streator, IL
Wealth Accumulation & Preservation, Inc.
Timothy Armstrong is a ChFC® credentialed financial advisor with 20 years of industry experience. He has been with Wealth Accumulation & Preservation, Inc. since 2011. Outside of his advisory role, he is involved in fixed insurance sales through Midland National and F&G Life. Wealth Accumulation & Preservation, Inc. is a small firm serving individuals, high-net-worth clients, and state or municipal government entities with discretionary asset management and financial planning. The firm uses a combination of fundamental, technical, and cyclical analysis to guide investment decisions and is notable for its work with government clients and its affiliated insurance business.
Series 63, Series 65
Oglesby, IL
Lincolnbridge Financial Planning, LLC
John Bellino is a financial advisor at LincolnBridge Financial Planning, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Wealth Management Company and BTNJT, Inc. Bellino’s background includes roles spanning wealth management and financial services. LincolnBridge Financial Planning manages approximately $39.8 million for about 118 clients, including individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a multi-disciplinary investment process combining fundamental, technical, quantitative, and cyclical analysis to tailor portfolios that may include stocks, bonds, ETFs, options, and alternative investments.
ChFC®, Series 66
Oglesby, IL
Lincolnbridge Financial Planning, LLC
Gregory Vogel is a financial advisor at LincolnBridge Financial Planning, LLC with the ChFC® designation and two years of industry experience. He previously worked at Northwestern Mutual Investment Services LLC and State Farm Insurance, where he spent over three decades. LincolnBridge Financial Planning manages approximately $39.8 million for around 118 clients, including individuals, trusts, pension plans, and business entities. The firm offers asset management, comprehensive portfolio management, financial planning, and retirement plan consulting, utilizing a multi-disciplinary investment process and serving both retail and institutional clients.
Series 63, Series 65
Streator, IL
Wealth Accumulation & Preservation, Inc.
Robert Benning is a financial advisor with Wealth Accumulation & Preservation, Inc. in Streator, Illinois. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has been with Wealth Accumulation & Preservation since 2011. Wealth Accumulation & Preservation, Inc. is a small advisory firm serving individuals, high-net-worth clients, and state or municipal government entities. The firm provides discretionary asset management and financial planning, using a combination of fundamental, technical, and cyclical analysis to guide investment decisions.
ChFC®, Series 63
Oglesby, IL
Lincolnbridge Financial Planning, LLC
Michael Barrie is a ChFC® credentialed financial advisor with 11 years of industry experience. He currently works at Lincolnbridge Financial Planning, LLC and has prior experience at Northwestern Mutual Wealth Management Company and Illinois Valley Community College. Barrie serves as a board member of Illinois Valley Credit Union. Lincolnbridge Financial Planning manages approximately $39.8 million for individuals, trusts, pension and profit-sharing plans, and business entities, offering asset management, comprehensive portfolio management, and retirement plan consulting through a multi-disciplinary investment process.
Series 63, Series 65
Streator, IL
LPL Financial
David Rashid is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Edward Jones, and Morgan Stanley. Rashid also serves as an agent for Insurance Design Network, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by tools such as machine learning for operational research.
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