user avatar

Nathanial Shupe

Advisor at LPL Enterprise

Updated today

Location

Du Quoin, IL 62832

Credentials

Series 63, Series 65

Industry experience

11 years

About

Nathanial Shupe is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Mwa Financial Services Inc and Modern Woodmen Of America. Outside of his advisory role, Shupe is a business owner of Tomahawk Bar & Grill and serves on the boards of the Jr Indians Football and Indian Village Athletic Club nonprofits. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services to deliver a broad range of investment and insurance products.

Client services

Based on LPL Enterprise

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Enterprise

General retirement planning Tax-loss harvesting

Occupation focus

Based on LPL Enterprise

Self-Employed Founder/Business Owner

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Flat fees for financial planning services as negotiated with the IAR.

Project-based

Up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Financial planning fees typically range from $0 to $15,000 or up to $500 per hour, negotiable and may be discounted or complimentary.

Location

16 S Division St

Du Quoin, IL 62832

Most active in

Illinois

Work history

LPL Enterprise LLC

2025 - Present (1 year)

Integrity Alliance, LLC

2025 - 2025 (1 year)

Mwa Financial Services Inc

2014 - 2025 (11 years)

Modern Woodmen Of America

2014 - 2025 (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

Chad R

Series 63, Series 65

Pinckneyville, IL

Steward Partners Investment Advisory, LLC

Chad Rushing is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Raymond James Financial and Freedom Street Partners. Outside of advisory roles, he owns an agricultural business and serves on the board of Pinckneyville Community Hospital. Steward Partners Investment Advisory, LLC manages over $28 billion in assets, serving a diverse client base including high-net-worth individuals, charitable organizations, and institutions. The firm offers discretionary and non-discretionary portfolio management using proprietary and third-party strategies across a wide range of asset classes.

ESG / Sustainable investing Founder/Business Owner Retired

Tucker K

CFP®, Series 66

Du Quoin, IL

Edward Jones

Tucker Kuhnert is a CFP®-designated financial advisor at Edward Jones with four years of industry experience. He has worked at Edward Jones since 2021 and previously held positions at Intertape Polymer Group and Southern Illinois University College. Outside of his advisory role, Kuhnert is a band leader and performs live music locally in Tamaroa, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and nonprofits. The firm manages approximately $1.01 trillion in assets and 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.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business ownership considerations General estate planning guidance Wealth management Founder/Business Owner
user avatar

Dwayne E

Series 63, Series 65

Pinckneyville, IL

LPL Enterprise

Dwayne Epplin is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, Valic Financial Advisors, and North American Senior Benefits. Outside of his advisory work, he serves on the board of the PCHS Education Foundation and coaches sports and fitness at Pinckneyville Community High School. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services with affiliated insurance offerings.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar

Brenta B

Series 66

Ava, IL

LPL Financial

Brenta Bevis is a financial advisor at LPL Financial with 15 years of industry experience. She holds the Series 66 designation and has worked with LPL Financial since 2008. Outside of her advisory role, she is a notary public serving LPL clients and has also worked as a cashier at Walmart. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management options 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
user avatar

Richard H

Series 63, Series 65

Duquoin, IL

Equitable Advisors

Richard Haines is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and possessing 48 years of industry experience. He has been with Equitable Advisors since 1999 and was previously affiliated with Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to meet client needs.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)

Andrew D

CFP®, Series 63, Series 66

Du Quoin, IL

Edward Jones

Andrew Darnell is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he maintains ownership and management responsibilities for a commercial property in Du Quoin, IL. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors.

General retirement planning Retirement income strategy General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")