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Matthew Turner Pyatt

Advisor at Edward Jones — Flora, IL W 2nd St

Updated today

Credentials

CFP®, Series 66

Experience

10 years

Location

Flora, IL 62839

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,151 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Matthew Pyatt is a CFP®-certified financial advisor with Edward Jones, where he has worked for 10 years. He holds the Series 66 designation and operates out of Flora, IL. Outside of his advisory role, he is a partner in CSquared Works LLC, a real estate and storage business in Mt Carmel, IL, where he manages groundskeeping, maintenance, advertising, and customer service. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.

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

Flora, IL W 2nd St

100 W 2nd St Suite 1

Flora IL 62839

Advisors at this office

2

Most active in

Illinois · Texas

Work history

10 years of industry experience

Edward Jones

2016 - Present • 10 years

St Louis, MO

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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Landon C

Series 66

Flora, IL

Benjamin F. Edwards & Company, Inc.

Landon Carder is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and four years of industry experience. He has worked with Benjamin F. Edwards since 2021 and has prior experience at First National Bank of Olney, Olney Central College, Specialty Polymer Services, and Flora School District. Carder is also involved with AssistX LLC, a role he has held since 2019. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers a range of investment management and consulting services through various fee-based wrap programs and employs both discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Steven D

Series 63, Series 65

Flora, IL

Benjamin F. Edwards & Company, Inc.

Steven Duke is a financial advisor at Benjamin F. Edwards & Company, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Edward D. Jones & Co., L.P. for 20 years before joining his current firm in 2019. Outside of his advisory role, he is a part-owner of an antique car collection and a jointly owned private airplane used for personal purposes. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, pension and profit-sharing plans, charitable organizations, and institutions. The firm offers a range of investment management and financial planning services through fee-based wrap programs, utilizing both internal and third-party strategies monitored by an Investment Strategy Committee.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar

Brenda M

Series 66

Johnsonville, IL

Fidelity

Brenda Milner is a Series 66 licensed financial advisor with seven years of industry experience, currently with Fidelity. Her prior roles include positions at Fidelity Brokerage Services LLC and several other firms, with experience spanning areas such as energy and consulting. Outside of her advisory work, she has been involved as a representative for Young Living, a company focused on essential oils and wellness. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including for registered investment companies and charitable funds.

Charitable giving & philanthropy Active portfolio management
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Austin K

Series 66

Louisville, IL

LPL Financial

Austin Kemmerer is a financial advisor with LPL Financial in Louisville, IL, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Sagepoint Financial, Mariner Wealth Advisors, and Edward Jones. Outside of advising, he is involved in farming activities and holds a notary commission. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services, employing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive

Cody F

Series 66

Flora, IL

Edward Jones

Cody Fisher is a financial advisor with Edward Jones in Flora, Illinois, holding a Series 66 designation and seven years of industry experience. His career includes positions at American Fidelity, Dever Distribution, and J. Williams Farms Inc. He serves as a board officer for the Olney Basketball League in Olney, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions backed by a large national network of advisors and branch offices.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive

Heather B

Series 66

Flora, IL

Edward Jones

Heather Blank is a financial advisor with Edward Jones in Flora, Illinois, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, she is the owner of H D Blank LLC, a rental business in Louisville, Illinois. 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 under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

General retirement planning Retired Founder/Business Owner Executive
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