Logan Eitel

Advisor at Edward Jones

Updated today

Location

Marshall, IL 62441

Credentials

CFP®, Series 66

Industry experience

8 years

About

Logan Eitel is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked with Campus Outreach Indianapolis for five years. Outside of his advisory role, he coaches the varsity boys basketball team at Marshall Schools and is a partner in a holiday lighting business. Edward Jones is a wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, investment strategies, and affiliated services through a nationwide network of over 23,700 financial advisors.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

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

122 South 5 Th Street

Marshall, IL 62441

Most active in

Illinois · Texas

Work history

Edward Jones

2018 - Present (8 years)

Campus Outreach Indianapolis

2013 - 2018 (5 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

Douglas F

Series 66

Marshall, IL

LPL Financial

Douglas Findley is a financial advisor with LPL Financial in Marshall, Illinois, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2021, he worked at Indiana University and Indiana State University in various roles between 2014 and 2021. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired

Tiffani H

Series 66

Marshall, IL

Edward Jones

Tiffani Higginbotham is a financial advisor at Edward Jones in Marshall, Illinois, holding a Series 66 designation with two years of experience at the firm and over a decade of prior experience at Casey State Bank. She has reported minor income from Mary Kay activities but holds no responsibilities in that area. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and maintaining affiliated capabilities such as a trust company and proprietary mutual funds.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Educators, Teachers, and Academics

Kent M

CFP®, Series 66

Marshall, IL

Edward Jones

Kent Mitchell is a CFP® professional with 18 years of industry experience and has been with Edward Jones since 2007. He holds the Series 66 designation and is based in Marshall, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
user avatar

Susan S

Series 63, Series 66

Marshall, IL

LPL Financial

Susan Saxton is a financial advisor with LPL Financial in Marshall, Illinois, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with LPL Financial and its predecessor firms since 2000. Saxton serves as a board member of the Edgar County Assessments Board of Review, a non-profit entity. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and charities. The firm offers a variety of investment solutions ranging from financial planning and model-portfolio advisory programs to third-party asset management and participant-directed retirement advice.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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