Lance Raver

Advisor at Edward Jones

Updated today

Location

Hoopeston, IL 60942

Credentials

Series 63

Industry experience

27 years

About

Lance Raver is a Series 63 licensed financial advisor with Edward Jones, based in Hoopeston, Illinois. He has 27 years of industry experience and has been with Edward Jones since 1998. Outside of his advisory role, he is an investor in the restaurant business through BEST SAMMICH EVER LLC and participates in venture capital funds including Serra Ventures II and III. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supporting its extensive network of over 23,700 advisors and 15,000 branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy 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

214 E Main St

Hoopeston, IL 60942

Most active in

Illinois · Texas

Work history

Edward D. Jones & CO., L.P.

1998 - Present (28 years)

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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Samuel M

Series 63, Series 66

Rossville, IL

Empower Advisory Group

Samuel Mikel is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his advisory career, he worked in various roles including at Thrivent Investment Management Inc and Mattress Firm. He serves as a village trustee for Rossville, Illinois. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services closely with Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Charles C

Series 63, Series 65

Armstrong, IL

Mass Mutual Investors Services

Charles Cook is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has 31 years of industry experience, having worked at MetLife Securities Inc. and Metropolitan Life Insurance Company since 1994, and joined Mass Mutual Investors Services in 2017. Outside of his advisory role, he is involved in raising and showing beef cattle. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, focusing on collaborative annual planning relationships using firm-approved analytical tools.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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