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Lucinda Hinterscher

Advisor at Edward Jones

Updated today

Location

Newton, IL 62448

Credentials

Series 63, Series 66

Industry experience

25 years

About

Lucinda Hinterscher is a financial advisor with Edward Jones in Newton, Illinois, holding Series 63 and Series 66 credentials. She has 25 years of industry experience and has been with Edward Jones since 2000. Outside of her advisory role, she owns a farm rental property in Ingraham, Illinois. 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 solutions, supported by a nationwide network of approximately 23,701 financial advisors and over $1 trillion in assets under management.

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

114 West Washington

Newton, IL 62448

Most active in

Illinois · Texas

Work history

Edward Jones

2000 - Present (26 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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Laura D

Series 63, Series 65, Series 66

Dieterich, IL

Legacy Wealth Management, LLC

Laura Dill is a financial advisor at Legacy Wealth Management, LLC with 11 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining Legacy Wealth Management in 2023, she worked at Wanderwell Consulting, LPL Financial, Cetera Advisor Networks, Goeckner Accounting & Financial Services, and Senior Health Specialties. Legacy Wealth Management is a multi-advisor firm that serves individuals, charitable organizations, and business entities, managing discretionary portfolio management and financial planning through a platform of 35 advisors. The firm offers tailored investment strategies, continuous account monitoring, and access to a broad range of investment options, including the use of third-party money managers and model portfolios.

Options & derivatives strategies Private / alternative investments Concentrated stock management Annuities Retirement income strategy Executive
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Steven M

CFP®, Series 63

Newton, IL

Commonwealth Financial Network

Steven Mammoser Sr. is a CFP® professional with 33 years of experience in the financial services industry. He has worked at Commonwealth Financial Network since 2017 and previously spent 16 years at Investment Centers of America. Mammoser also serves as Vice President of Peoples State Bank, a position he has held since 1994. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm provides a range of advisory programs, technology, and operational support, allowing advisors to offer customized portfolio management and wealth planning solutions.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Rachel W

Series 66

Newton, IL

Commonwealth Financial Network

Rachel Wendt is a financial advisor at Commonwealth Financial Network with a Series 66 designation and two years of industry experience. She has worked at several firms, including Peoples Wealth Management, OSAIC, Woodbury Financial Services, and Compass Advisory Group. Outside of finance, she has experience in marketing and education roles. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, investment management, and practice-management support. The firm offers discretionary model portfolios and multiple program structures, supported by a substantial clearing and custody relationship with National Financial Services LLC.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Devin A

Series 66

Dieterich, IL

LPL Financial

Devin Aherin is a financial advisor with LPL Financial, holding a Series 66 credential and four years of industry experience. Prior to joining LPL Financial in 2021, he was involved with Aherin Agri-Business, Inc. for six years. He serves as a board member for Bishop Mutual Insurance Company. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and 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

Chris B

CFP®, Series 66

Newton, IL

Edward Jones

Chris Bohnhoff is a CFP® and holds a Series 66 designation, with six years of industry experience. He has been with Edward Jones since 2019 and previously worked for First State Bank of Beecher City from 2014 to 2019. He is based in Newton, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, 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.) General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
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