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Lucas O'brien

Advisor at Edward Jones

Updated today

Location

Mendota, IL 61342

Credentials

CFP®, Series 63, Series 65, Series 66

Industry experience

16 years

About

Lucas O’Brien is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds the Series 63, 65, and 66 designations. Outside of his advisory role, he is involved with Fulton Publishing in Meadville, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

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

609 Main Street, Suite A

Mendota, IL 61342

Most active in

Illinois · Texas

Work history

Edward Jones

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

Christopher E

Series 63, Series 65

Mendota, IL

Cetera

Christopher Eller is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has operated his own firm, Chris Eller The Retirement Specialists, since 2017, providing financial services and tax preparation for individuals and entities. Additionally, he works as an insurance agent focused on fixed insurance products. Cetera Investment Advisers serves a diverse client base, including individuals, high-net-worth clients, institutions, and retirement plans, through a large network of independent advisors. The firm offers a range of portfolio management and fiduciary services, combining advisor-managed accounts, model portfolios, and third-party solutions.

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

Willard M

CFP®, Series 66

Mendota, IL

Edward Jones

Willard Mc Lachlan is a CFP®-credentialed financial advisor with Edward Jones in Mendota, Illinois, where he has worked since 2018. He has seven years of industry experience and has a background in agriculture, including managing family farms and owning agricultural businesses. Outside of his advisory role, he is involved in farming activities through several family-related agricultural operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

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

Clint O

CFP®, Series 66

Mendota, IL

Edward Jones

Clint O'Brien is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. He holds a Series 66 designation and is based in Mendota, Illinois. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy College savings (529s, UTMA, etc.) Wealth management Retired Founder/Business Owner Executive
user avatar

Eric A

Series 63, Series 66

Mendota, IL

Cetera

Eric Arkins is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked with firms including Commonwealth Financial Network and Investment Centers of America, and operates a financial services business under the name Chris Eller The Retirement Specialists. Arkins also sells fixed insurance products as an insurance agent. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts, firm-sponsored model portfolios, and third-party managed options.

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

Alec H

Series 63, Series 65

La Salle, IL

OSAIC

Alec Hueneburg is a financial advisor at Osaic with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Sagepoint Financial, Inc. and AIG American General Life Insurance Company. Outside of his advisory role, he serves as a trustee for the Jonesville Piety Hill Fire District, participates on the board of the Perfectly Flawed Foundation, and is involved with youth baseball as a board member and T-ball coordinator. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by technology-driven investment processes and access to multiple custodial platforms.

Annuities Founder/Business Owner Executive Retired

Neal O

Series 63, Series 66

Mendota, IL

Edward Jones

Neal O'Brien is a financial advisor with Edward Jones in Mendota, IL, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. He has been with Edward Jones since 1985. Outside of his advisory role, Neal maintains rental property management activities. 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 programs and investment strategies, 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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