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Noah Thompson

Advisor at Margin Advisory Group LLC

Updated today

Location

Mount Carmel, IL 62863

Credentials

Series 63, Series 65

Industry experience

5 years

About

Noah Thompson is a financial advisor with OneAmerica Securities, Inc. in Indianapolis, IN, holding Series 63 and Series 65 licenses with five years of industry experience. His prior work includes roles at First National Bank of Carmi and Southern Illinois University. Outside of advisory services, he is involved in non-variable insurance sales focusing on fixed life and fixed annuities. OneAmerica Securities provides investment advisory and consulting services to individuals, high-net-worth clients, businesses, and retirement plans. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering advice through a nationwide network of dually registered Investment Advisor Representatives who oversee program selection and client monitoring.

Client services

Based on Margin Advisory Group LLC

Financial planning Portfolio management Pension consulting

Expertise

Based on Margin Advisory Group LLC

College savings (529s, UTMA, etc.) Cash flow / budgeting General retirement planning

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Fee options

Fixed

Financial planning fees ranging from $500 to $7,500 depending on complexity; Comprehensive planning services flat annual fee of $1,500

Percentage

$0 - $100,000: 2.00% $100,001 - $1,000,000: 1.25% $1,000,001+: 1.00%

Project-based

$250 per hour

Location

801 W 9 Th Street, Room 208

Mount Carmel, IL 62863

Most active in

Illinois · Indiana

Work history

Margin Advisory Group LLC

2026 - Present (1 year)

OneAmerica Securities, Inc.

2023 - 2026 (3 years)

OneAmerica Securities, Inc.

2020 - 2026 (6 years)

American United Life

2020 - 2026 (6 years)

First National Bank of Carmi

2018 - 2020 (2 years)

Southern Illinois University

2016 - 2018 (2 years)

Wabash Valley College

2014 - 2016 (2 years)

Darrin's Collision Repair

2014 - 2018 (4 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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Hunter F

Series 63, Series 65

Mount Carmel, IL

Margin Advisory Group LLC

Hunter Fuller is a financial advisor with OneAmerica Securities, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining OneAmerica Securities and American United Life in 2022, he worked at Champion Laboratories and has experience in educational roles at Southern Illinois University and Mount Carmel High School. Outside of his advisory work, Fuller serves on the boards of the Mt. Carmel Aces Boosters and the Mt. Carmel Men's Club and owns a marketing business called Full Factor-Marketing. OneAmerica Securities provides investment advisory and consulting services to individuals, high-net-worth clients, businesses, and retirement plans. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering advice primarily through a network of dually registered representatives who work with third-party account managers and provide supervisory services.

College savings (529s, UTMA, etc.) Cash flow / budgeting General retirement planning
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Christopher B

CFP®, ChFC®, Series 63, Series 65

Princeton, IN

LPL Enterprise

Christopher Barthel is a CFP® and ChFC® with 30 years of experience in the financial services industry. He is currently with LPL Enterprise and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Thurston Springer Miller Herd & Titak, Inc. Barthel also operates The Barthel Agency, which provides medical, property, and casualty insurance as well as employee benefit plans. He serves on the board of the Gibson County Chamber of Commerce. LPL Enterprise offers advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm’s approach includes model portfolios developed by LPL’s Research Department and third-party strategists, with discretionary management available through wrap programs and third-party asset management platforms.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Matthew G

Series 66

Fort Branch, IN

Raymond James Financial

Matthew Grabbe is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 19 years of industry experience. He previously worked at Hilliard Lyons for nine years and has been associated with Raymond James since 2016. Outside of his advisory role, he has been a paid tennis coach at Gibson Southern High School and owns Four G, LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through detailed client risk profiling and supported by firm research and an extensive affiliate network.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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David O

Series 63

Princeton, IN

Robert Baird & Co.

David Oldham is a financial advisor with Robert W. Baird & Co. and holds a Series 63 designation. He has 32 years of industry experience and has worked at Robert W. Baird & Co. since 2019 and J.J.B. Hilliard, W.L. Lyons, Inc. since 1993. Outside of his advisory work, he manages a family farming business and is involved in agricultural operations and marketing. He is part of the DDK Group at Robert W. Baird, which serves individuals, families, pensions, corporations, and institutions with tailored financial planning and portfolio management services, offering a range of traditional and non-traditional investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner

Tyler B

Series 66

Princeton, IN

Edward Jones

Tyler Brengman is a financial advisor at Edward Jones in Princeton, Indiana, holding the Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2007. 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, pension plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer General retirement planning Retired Founder/Business Owner Executive
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John S

Series 63, Series 65, Series 66

Princeton, IN

Robert Baird & Co.

John Smith is a financial advisor with Robert Baird & Co. in Evansville, IN, holding Series 63, 65, and 66 licenses and 29 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously spent 16 years at Edward Jones and overlaps tenure at Jjb Hilliard Wl Lyons LLC. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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