Michael Brewer

Advisor at Edward Jones

Updated today

Location

Mt Zion, IL 62549

Credentials

CFP®, Series 66

Industry experience

16 years

About

Michael Brewer is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. He holds the Series 66 designation and is based in Mt Zion, Illinois. Brewer has spent his career focused at Edward Jones, a firm known for its extensive network of advisors and branch offices. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets under management through a large nationwide advisor and branch footprint.

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

141 W Village Pkwy

Mt Zion, IL 62549

Most active in

Illinois · Texas

Work history

Edward Jones

2009 - Present (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

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Tim B

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General retirement planning Long-term care insurance General tax planning
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Andrew Dejong is a financial advisor at IPI Wealth Management, Inc. in Las Vegas, NV, with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Woodstock Financial Group and Sagepoint Financial. Outside of advisory work, he also operates as a health and Medicare insurance broker and works as a rideshare driver. IPI Wealth Management serves a diverse client base ranging from individual investors to institutional and retirement plan clients, offering portfolio management, financial planning, and access to third-party manager programs. The firm uses an open-architecture investment platform with proprietary risk-based models and employs an outsourced-agent operational model for trade execution and reporting.

ESG / Sustainable investing Retirement income strategy
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Nathan H

Series 63, Series 65

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Nathan Hoebing is a financial advisor at IPI Wealth Management, Inc. with Series 63 and Series 65 licenses and two years of industry experience. He has been with Investment Planners Wealth Management since 2021 and previously worked at Knights of Columbus and Hyvee. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans, offering portfolio management, financial planning, and access to third-party manager programs. The firm employs an open-architecture investment platform with proprietary risk-based models and utilizes an outsourced-agent operational model for trade execution and reporting.

ESG / Sustainable investing Retirement income strategy
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Michelle H

Series 66

Decatur, IL

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Michelle Hancock is a Series 66-licensed financial advisor with 20 years of industry experience. She has been with IPI Wealth Management, Inc. since 2014. Michelle works out of Decatur, Illinois, and has spent her entire recent career at IPI Wealth Management and its affiliated firm, Investment Planners Inc. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party manager programs through an open-architecture investment platform that emphasizes risk-based model suites and an investment committee framework.

ESG / Sustainable investing Retirement income strategy
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Tanner B

Series 66

Decatur, IL

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Tanner Bartlow is a Series 66-licensed financial advisor with six years of industry experience. He is currently with IPI Wealth Management, Inc. and has prior experience at Forthright Capital Partners, JP Morgan Chase Bank, and Equitable Advisors. Outside of advisory work, Bartlow is involved in insurance sales, focusing on individual life insurance and fixed annuity products. IPI Wealth Management serves a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm provides portfolio management, financial planning, and retirement plan advice through an open-architecture investment platform featuring proprietary risk-based models and an outsourced-agent operational structure.

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Galen U

Series 63, Series 65

Decatur, IL

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Galen Unruh is a financial advisor with IPI Wealth Management, Inc. in Topeka, KS, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with IPI Wealth Management and its affiliated firm Investment Planners Inc. since 2006 and 2007, respectively. IPI Wealth Management serves a diverse range of retail and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party manager programs. The firm operates an open-architecture platform with proprietary risk-based model suites and employs an outsourced-agent model for trade execution and portfolio management.

ESG / Sustainable investing Retirement income strategy
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