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Pamela Sue Adkins

Advisor at Ameriprise — Monticello, IL W Main St

Updated today

Credentials

Series 66

Experience

17 years

Location

Monticello, IL 61856

Ameriprise logo

Ameriprise

Institution

Total advisors

12,720

Across 4,069 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Pamela Adkins is a financial advisor with Ameriprise in Monticello, IL, holding a Series 66 designation and 16 years of industry experience. She has worked at Ameriprise since 2018 and previously spent ten years with Investment Professionals, Inc. Outside of her advisory role, she serves as a Trust Assistant at First State Bank. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research-driven strategies and algorithmic tools to deliver tailored, tax-efficient recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

See office

Monticello, IL W Main St

201 W Main St

Monticello IL 61856

Advisors at this office

2

Most active in

Illinois · Texas

Work history

17 years of industry experience

Ameriprise

2020 - Present • 6 years

Monticello, IL

Ameriprise Financial Services, Inc.

2018 - 2020 • 2 years

Monticello, IL

Investment Professionals, INc.

2008 - 2018 • 10 years

Monticello, IL

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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James P

Series 63, Series 65

Champaign, IL

Investment Research Corp

James Panzer Jr. is a financial advisor with Investment Research Corporation in Champaign, Illinois, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Investacorp Inc. and Safety-Kleen Systems. Investment Research Corporation provides investment supervisory services, portfolio management, and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and charitable organizations. The firm employs a fundamental approach to security analysis and offers both discretionary and non-discretionary management across a broad range of investment products.

Wealth management General tax planning Cash flow / budgeting
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Mark M

Series 63, Series 66

Champaign, IL

Midwestern Securities Trading Company, LLC

Mark Montes De Oca is a financial advisor at Midwestern Securities Trading Company, LLC with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms including JP Morgan Chase Bank, JP Morgan Securities, and TD Ameritrade. He is also affiliated with Fisher National Bank as a financial advisor. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, and charitable organizations. The firm employs a combination of discretionary model portfolios and third-party management, offering financial planning, portfolio management, and ERISA 3(38) fiduciary services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Passive / index investing

Mark T

CFP®, Series 63, Series 66

Champaign, IL

Edward Jones

Mark Thies is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 1999. Based in Champaign, IL, he also acts as a trustee for a family trust involving farm management decisions. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and affiliated investment products through a large network of financial advisors and branches.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Divorce financial planning General estate planning guidance General retirement planning Retired Founder/Business Owner Executive

Nicholas B

Series 66

Champaign, IL

Edward Jones

Nicholas Braden is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked for Stifel Financial Corp for three years. Outside of his advisory role, he co-manages Braden Farms, where he is involved in marketing grain, equipment sales, hiring, and financial tracking. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial products through a nationwide network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning Retired Founder/Business Owner Executive
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George L

Series 66

Mahomet, IL

Thrivent Investment Management

George Longfellow Jr. is a Series 66-licensed financial advisor with Thrivent Investment Management, where he has worked since 2019. He has six years of industry experience and previously held roles at Anderson Ford and Illini Nissan. Outside of his advisory work, he co-owns a hobby business breeding and selling exotic pets, primarily ball pythons. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account programs under consolidated billing.

Business ownership considerations

Jared L

Series 66

Mahomet, IL

Edward Jones

Jared Lyons is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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