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Matthew Pyatt

Advisor at Edward Jones

Updated today

Location

Flora, IL 62839

Credentials

CFP®, Series 66

Industry experience

9 years

About

Matthew Pyatt is a financial advisor with Edward Jones in Flora, IL, holding CFP® and Series 66 designations and bringing nine years of industry experience. Prior to his career in finance, he served with the St. Louis County Police Department for 17 years. Outside of advising, he is a partner in CSquared Works LLC, a real estate and storage business where he manages groundskeeping, maintenance, advertising, and customer service. Edward Jones is a wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies through a nationwide 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

100 W 2nd St Suite 1

Flora, IL 62839

Most active in

Illinois · Texas

Work history

Edward Jones

2016 - Present (10 years)

St. Louis County Police Department

1999 - 2016 (17 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

Austin K

Series 66

Louisville, IL

Mariner Advisor Network

Austin Kemmerer is a Series 66-licensed financial advisor with six years of industry experience. He is currently affiliated with Mariner Advisor Network and has previously worked at firms including LPL Financial, Mariner Wealth Advisors, Sagepoint Financial, and Edward Jones. Outside of his advisory work, he is involved in farming operations. Mariner Advisor Network operates as an enterprise registered investment adviser with a decentralized network of Investment Adviser Representatives serving individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers portfolio management, financial planning, consulting, access to model portfolios and third-party managers, and technology-enabled managed account programs.

Equity compensation tax strategy Options & derivatives strategies Private / alternative investments Annuities Founder/Business Owner Executive Retired
user avatar

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. Prior to joining Benjamin F. Edwards in 2021, he worked at First National Bank of Olney and has been involved with AssistX LLC since 2019. He also has experience in education, having worked at Flora School District and Olney Central College. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment strategies that include both firm-developed and third-party models with regular strategic oversight.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth 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 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Edward D. Jones & Co., L.P. for 20 years before joining Benjamin F. Edwards in 2019. Outside of his advisory role, he is a 25% owner of RDZ LLC, an entity for personal use of an airplane shared with partners. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs and investment strategies that include both firm-developed and third-party models.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Brenda M

Series 66

Johnsonville, IL

Fidelity

Brenda Milner is a financial advisor at Fidelity with six years of industry experience and a Series 66 designation. She has worked with Fidelity Investments and Fidelity Brokerage Services, and previously held roles at ConnectedMined, Premier Designs, Allegiance Title Company, Bk Consulting, Young Living, and MDM Energy. Outside of her advisory role, she has been involved with Young Living in a personal capacity related to essential oils and wellness products. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios using systematic methodologies and oversees multiple registered investment companies and fund-of-funds.

Charitable giving & philanthropy Active portfolio management

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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