Mary Chambers

Advisor at Edward Jones

Updated today

Location

Lacon, IL 61540

Credentials

Series 66

Industry experience

10 years

About

Mary Chambers is a financial advisor at Edward Jones with 10 years of industry experience. Prior to joining Edward Jones in 2021, she worked at Heartland Health Care Center and owns a Jazzercise fitness franchise where she coordinates group fitness classes. She also serves as a lay leader at Emma’s Lutheran Church, leading worship services quarterly. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory programs. The firm is notable for its extensive advisor and branch network, as well as affiliated capabilities including a trust company and proprietary mutual funds.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General retirement planning Wealth management General estate planning guidance

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

329 Fifth Street

Lacon, IL 61540

Most active in

Illinois · Texas

Work history

Edward Jones

2021 - Present (5 years)

Heartland Health Care Center

2010 - 2021 (11 years)

Henry Jazzercise

2010 - 2021 (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

Timothy E

Series 66

Chillicothe, IL

Edward Jones

Timothy Edwards is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to joining Edward Jones, he spent 18 years at Kemp Manufacturing Company and has served as Co-Executor for the Michael F. Edwards Estate since 2021. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

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

Michael F

Series 63, Series 66

Dunlap, IL

Mass Mutual Investors Services

Michael Fleming is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 66 licenses and has 26 years of industry experience. His prior roles include positions at Thrivent Financial for Lutherans and Purshe Kaplan Sterling Investments. He is also the owner of an LLC involved in pass-through compensation activities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

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

Kelly L

Series 66

Chillicothe, IL

Edward Jones

Kelly Lopotko is a financial advisor at Edward Jones in Chillicothe, IL, with six years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019, following four years at Associated Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Wealth management Cash flow / budgeting Founder/Business Owner

Matthew K

CFP®, Series 66

Chillicothe, IL

Edward Jones

Matthew Kenady is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Aventine/Pacific Ethanol Inc. for three years. Outside of his advisory role, he is involved in a trucking company and manages farmland in Illinois. Edward Jones is a full-service wealth management firm that serves individual and institutional clients through a nationwide network of over 23,000 advisors. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management Doctor or Medical Professional

Benjamin S

Series 63, Series 65

Lacon, IL

Edward Jones

Benjamin Schmidt is a financial advisor at Edward Jones with nine years of industry experience. He previously worked at CliftonLarsonAllen Wealth Advisors, Country Capital Management Company, and Dicks Sporting Goods. Outside of his advisory role, he owns and manages a livestock operation called Stump Ranch Cattle Co. in Sparland, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Retirement income strategy Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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