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Robert Earl Beard

Advisor at Berthel, Fisher & Company Financial Services, Inc. — Jacksonville, IL S Main St

Updated today

Credentials

Series 63, Series 66

Experience

31 years

Location

Jacksonville, IL 62650

Berthel, Fisher & Company Financial Services, Inc. logo

Berthel, Fisher & Company Financial Services, Inc.

Multi-team

Total advisors

71

Across 52 offices

Clients per advisor

47 Low

Avg AUM per client

$265,151 Very Low

HNW client ratio

1% Very Low

About

Robert Beard is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in Jacksonville, Illinois, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been associated with Berthel Fisher since 2003 and also worked with BFC Planning, Inc. since 2016. Beard serves as secretary and treasurer of the Jacksonville Country Club. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets through a network of independent investment adviser representatives. The firm offers a range of management platforms and customized investment strategies tailored to client needs.

Client services

Based on Berthel, Fisher & Company Financial Services, Inc.

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Berthel, Fisher & Company Financial Services, Inc.

Concentrated stock management Options & derivatives strategies Real estate investing Tax-loss harvesting

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Fee options

Fixed

Fixed fees for financial planning services generally range from $100 to $15,000, agreed upon in advance.

Percentage

Up to 2.5% annually (negotiable, varies by IAR and program)

Commissions

Commissions charged when clients implement investment recommendations through affiliated broker-dealer; IAR may receive commissions for securities and insurance products.

Project-based

Hourly fees for financial planning and consulting services range from $150 to $400 per hour depending on IAR.

Other

Account minimum: $25,000 Fee-only: Financial planning fees charged as fixed fees (ranging from $100 to $15,000) or hourly fees ($150 to $400 per hour) depending on IAR and services provided.

Location

See office

Jacksonville, IL S Main St

229 S Main St, Suite 102

Jacksonville IL 62650

Advisors at this office

1

Most active in

Illinois

Work history

31 years of industry experience

BFC Planning, Inc.

2016 - Present • 10 years

Jacksonville, IL

Berthel, Fisher & Company Financial Services, Inc.

2003 - Present • 23 years

Jacksonville, 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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Craig A

CFP®, Series 63, Series 65

Jacksonville, IL

Investment Advisors Group, LLC

Craig Albers is a CFP® professional with 32 years of experience in the financial industry. He is the sole advisor at Investment Advisors Group, LLC and has previously worked at Stifel Nicolaus & Co Inc and LPL Financial, LLC. Outside of his advisory work, Albers serves as a sporting event public announcer for Illinois College and has held employment roles with the Jacksonville School District and the University of Illinois Springfield. Investment Advisors Group, LLC provides investment advisory and financial planning services to individuals, trusts, charitable organizations, corporations, and employer retirement plans. The firm offers tiered portfolio management solutions, standalone financial planning, and retirement plan consulting, with an investment process that incorporates fundamental, technical, sector, and cyclical analysis tailored to client objectives and risk tolerance.

Retirement income strategy Debt management Cash flow / budgeting
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Nathan M

Series 66

Jacksonville, IL

Investment Advisors Group, LLC

Nathan Mc Combs is a financial advisor at Investment Advisors Group, LLC with a Series 66 designation and one year of industry experience. Prior to joining the firm, he was a full-time student at the University of Illinois Springfield and worked for Jacksonville School District 117. Investment Advisors Group, LLC provides investment advisory and financial planning services to individuals, trusts, charitable organizations, corporations, and employer retirement plans. The firm offers tiered portfolio management solutions, standalone financial planning, and retirement plan consulting, using a mix of ETFs, individual stocks, fixed income, REITs, and asset allocation strategies tailored to client goals and risk tolerance.

Retirement income strategy Debt management Cash flow / budgeting
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Shaan S

Series 66

Jacksonville, IL

BFC PLANNING, Inc.

Shaan Smith is a financial advisor at BFC Planning, Inc. with one year of industry experience. Prior to joining BFC Planning, he worked at Berthel, Fisher & Company Financial Services, Inc. and has extensive experience at CNB Bank & Trust and Jacksonville Savings Bank. Outside of advising, he is involved in farm land rental and insurance sales. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse range of clients, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships across multiple advisory teams and offers flexible fee structures and access to various investment platforms.

Concentrated stock management Options & derivatives strategies Real estate investing

Brent B

Series 66

Jacksonville, IL

Kingsview Wealth Management, LLC

Brent Bordenkircher is a financial advisor at Kingsview Wealth Management, LLC with 26 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2000 to 2026. Outside of his advisory work, he serves as an assistant football coach at Routt Catholic High School in Jacksonville, Illinois. Kingsview Wealth Management is a multi-advisor wealth management firm that serves individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning and asset management through a combination of in-house and third-party strategies, including discretionary and non-discretionary services.

Retirement income strategy College savings (529s, UTMA, etc.) Multi-generational wealth transfer General retirement planning Wealth management Founder/Business Owner Executive Retired
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Thomas H

Series 66

Jacksonville, IL

Edward Jones

Thomas Hill is a financial advisor at Edward Jones in Jacksonville, Illinois, with 19 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 63, Series 66

Jacksonville, IL

STIFEL

Timothy Flinn is a financial advisor with Stifel, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior roles include positions at LPL Financial LLC, Midwestern Securities Trading Company, LLC, and The Farmers State Bank and Trust Company. He serves on the boards of multiple community organizations in Jacksonville, Illinois, including Prairieland United Way, Jacksonville Main Street, and The Art Association of Jacksonville. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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