Lucas Ryne Turner

Advisor at Edward Jones — Sherman, IL Crossing

Updated today

Credentials

Series 66, Series 63

Experience

18 years

Location

Sherman, IL 62684

Edward Jones logo

Edward Jones

Institution

Total advisors

24,095

Across 14,148 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Lucas Turner is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 and Series 63 designations and has prior experience at Country Trust Bank, Country Capital Management Company, Country Insurance Affiliates, and Horace Mann. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated services under a fiduciary standard.

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

See office

Sherman, IL Crossing

420 Crossing Ste 5

Sherman IL 62684

Advisors at this office

3

Most active in

Illinois · Texas

Work history

18 years of industry experience

Edward Jones

2025 - Present • 1 year

St Louis, MO

Country Trust Bank

2023 - 2025 • 2 years

Jacksonville, IL

Country Capital Management Company

2020 - 2025 • 5 years

Jacksonville, IL

Country Trust Bank

2020 - 2022 • 2 years

Jacksonville, IL

Country Insurance Affiliates

2019 - 2025 • 6 years

Jacksonville, IL

Horace Mann Investors Inc

2019 - 2019 • 1 year

Springfield, IL

Horace Mann Insurance

2010 - 2019 • 9 years

Springfield, IL

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

Michael S

Series 65

Springfield, IL

Michael J.. Schussele, CPA

Michael Schussele is the sole advisor at Michael J. Schussele, CPA, an independent firm based in Springfield, IL. He holds a Series 65 designation and has 18 years of industry experience. His career includes longstanding operation of his own firm since 1997. The firm provides investment advice primarily to individual investors, as well as trusts, partnerships, corporations, not-for-profits, and retirement plans. It emphasizes personalized investment recommendations based on fundamental and technical analysis, supported by independent research and risk assessment tools, delivering services in person or through a virtual practice.

Retirement income strategy General estate planning guidance Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Joseph O

CFP®

Springfield, IL

Lighthouse Financial & Consulting Services, LLC

Joseph Oettel is a CFP® professional with 17 years of experience in financial advising. He has been with Lighthouse Financial & Consulting Services, LLC since 1999 and serves as the firm's sole advisor. Outside of his advisory role, he is a managing member of Integrity Properties, LLC. Lighthouse Financial & Consulting Services, LLC is an independent registered investment adviser managing approximately $15.6 million in discretionary assets. The firm serves individuals, high-net-worth clients, and trusts, providing portfolio management and fee-based financial planning services with a focus on Medicaid planning and insurance advice. Its investment approach incorporates various analytic methods and primarily utilizes exchange-traded funds and U.S. Treasury securities.

Annuities Active portfolio management Options & derivatives strategies
user avatar

Walter L

Series 65

Springfield, IL

Salt Creek Hills Money, Ltd.

Walter Lynn is a Series 65-licensed financial advisor with 14 years of industry experience. He has been principal at Salt Creek Hills Money, Ltd. since 2014 and also has experience at Skinner, Copper & Ehmen Wealth Management, LLC and Salt Creek Consulting, Ltd. Outside of his advisory work, Lynn serves as trustee of the Walter Lynn, Sr. Trust, manages Lynn Farms, LLC, and is president of Rustic Acres, Inc. Salt Creek Hills Money, Ltd. provides investment advisory services primarily to individuals and pension and profit-sharing plans. The firm follows a non-discretionary, modern portfolio theory-based approach, focusing on mutual funds and collaborating with third-party money managers to implement client strategies.

Passive / index investing Wealth management
user avatar

David G

Series 63, Series 66

Springfield, IL

Advanced Trader Investment Advisors, LLC.

David Gundy is a financial advisor with Advanced Trader Investment Advisors, LLC in Springfield, IL, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with ATIA Wealth Management Group since 2013. Advanced Trader Investment Advisors, LLC provides portfolio management, asset-allocation consulting, and financial planning to individuals, ultra-high-net-worth clients, corporate executives, and retirement plan sponsors. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to manage portfolios using various trading strategies, including long- and short-term positions, short sales, margin, and options.

Active portfolio management Options & derivatives strategies Concentrated stock management Wealth management Real estate investing Executive Founder/Business Owner
user avatar

Jerald B

CFP®

Springfield, IL

Wealth Management Services,LLC

Jerald Barkmeier is a CFP® professional with 27 years of experience in the financial services industry. He is the President and sole shareholder of The Barkmeier Group, a tax firm providing accounting, tax preparation, and consulting services. Barkmeier is also the manager and sole shareholder of Wealth Management Services, LLC, where he has worked since 1998. Wealth Management Services, LLC offers personalized, fee-only financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic core-and-satellite asset allocation approach, focusing on passive index and ETF exposures complemented by selective active funds and global diversification.

General retirement planning Tax strategies for small businesses Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

Gregory L

CFP®, Series 65

Springfield, IL

Langdon Financial Management, Inc.

Gregory Langdon is a CFP® and holds a Series 65 license with 28 years of industry experience. He has been the principal of Langdon Financial Management, Inc. since 1993. Langdon Financial Management, Inc. provides investment advisory and tax consulting services to individuals and small businesses, focusing on retirement and brokerage account planning. The firm offers integrated tax preparation and portfolio management, emphasizing asset protection and long-term growth strategies.

General retirement planning Wealth management
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