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Stacey Lynn Ireland

Advisor at LPL Enterprise — Danville, IL Ridgeview St.

Updated today

Credentials

Series 66

Experience

21 years

Location

Danville, IL 61832

LPL Enterprise logo

LPL Enterprise

Institution

Total advisors

3,115

Across 865 offices

Clients per advisor

33 Very Low

Avg AUM per client

$239,757 Very Low

HNW client ratio

22% Typical

About

Stacey Ireland is a financial advisor at LPL Enterprise with 21 years of industry experience. She holds a Series 66 credential and has worked at firms including Raymond James & Associates, Inc. and Morgan Stanley DW Inc. Ireland also operates Ireland Insurance & Accounting Group, where she manages property and casualty insurance operations and provides tax preparation and accounting services. Additionally, she serves as a notary and works part-time as an educator at Ascend Learning. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various non-securities products and services.

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

Tax-loss harvesting

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services through LPLE where commissions and trails are earned; commissions on sales of insurance products.

Project-based

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

Other

Fee-only: Financial planning and consulting fees typically range from $0 to $15,000 or up to $500 per hour, may be flat or hourly fees as negotiated; fees may be discounted or complimentary.

Location

See office

Danville, IL Ridgeview St.

10 Ridgeview St., Unit B

Danville IL 61832

Advisors at this office

2

Most active in

Illinois

Work history

21 years of industry experience

LPL Enterprise

2024 - Present • 2 years

Danville, IL

PRUCO Securities, LLC.

2024 - 2024 • 1 year

Danville, IL

RFG Advisory, LLC

2024 - 2024 • 1 year

Danville, IL

Private Client Services

2024 - 2024 • 1 year

Birmingham, AL

LPL Financial LLC

2023 - 2024 • 1 year

Danville, IL

CliftonLarsonAllen Wealth Advisors, LLC

2022 - 2022 • 1 year

Champaign, IL

Raymond James & Associates,Inc

2006 - 2022 • 16 years

Danville, IL

Morgan Stanley Dw Inc.

2005 - 2006 • 1 year

Danville, 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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Donald M

Series 65

Danville, IL

McLaughlin Asset Management, Inc.

Donald Mclaughlin is a financial advisor at McLaughlin Asset Management, Inc. in Danville, IL, holding a Series 65 designation with 23 years of industry experience. He has been with McLaughlin Asset Management since 2003. McLaughlin Asset Management provides discretionary investment supervisory services and portfolio management to a diverse client base including individuals, high-net-worth clients, corporate retirement plans, charitable institutions, foundations, endowments, trust programs, and other financial advisers. The firm combines top-down and bottom-up investment processes, employing thematic, fundamental, quantitative, and qualitative analysis, and incorporates a range of strategies such as passive ETFs, mutual funds, bond ladders, and option overlays tailored to client risk tolerance.

Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General estate planning guidance Founder/Business Owner Retired
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Ryan M

Series 65

Danville, IL

McLaughlin Asset Management, Inc.

Ryan McLaughlin is a financial advisor at McLaughlin Asset Management, Inc. in Danville, IL, holding a Series 65 designation with 20 years of industry experience. He has been with McLaughlin Asset Management since 2003. McLaughlin Asset Management serves individuals, including high-net-worth clients, corporate retirement plans, charitable institutions, foundations, trusts, and other financial advisors. The firm offers discretionary portfolio management and financial planning, employing a blend of top-down and bottom-up analysis with a combination of active, passive, and options strategies tailored to each client’s risk tolerance and objectives.

Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General estate planning guidance Founder/Business Owner Retired
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Julie A

Series 63, Series 65

Covington, IN

Horter Investment Management, LLC

Julie Ahrens is a financial advisor at Horter Investment Management, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Horter since 2018. In addition to her advisory role, she owns a separate business focused on insurance and annuity sales and assists clients with estate planning documents such as revocable living trusts. Horter Investment Management provides portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm employs a combination of tactical and passive multi-manager portfolios, firm-managed blended models, and custom portfolios, offering clients access to third-party managers and alternative investments.

Wealth management Active portfolio management Founder/Business Owner Retired Approaching retirement
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Brooke P

Series 65

Covington, IN

Horter Investment Management, LLC

Brooke Pettit is a financial advisor with Horter Investment Management, LLC, holding a Series 65 credential and one year of industry experience. Prior to her current role, she worked in education and sports organizations, including Purdue Northwest and the Chicago Fire Soccer Club. She is also self-employed as an insurance producer and estate planner. Horter Investment Management provides advisory and financial planning services primarily to individual and high-net-worth clients, as well as retirement plans and institutional clients. The firm employs a multi-manager investment approach combining tactical and passive models, custom portfolios, and third-party money managers, with additional offerings including proprietary mutual fund blends and access to alternative investments.

Wealth management Active portfolio management Founder/Business Owner Retired Approaching retirement
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Chelsea P

CFP®, Series 66

Covington, IN

LPL Financial

Chelsea Paddock is a CFP® professional with 10 years of industry experience, currently affiliated with LPL Financial. She has previously worked with Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Outside of her advisory role, she is involved in bookkeeping for Shiloh, Inc. and Cornerstone District, Inc., and works in tax preparation with Amy Hay CPA LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Reginald W

Series 66

Danville, IL

Edward Jones

Reginald Warfield is a financial advisor at Edward Jones in Danville, IL, with three years of industry experience. He holds a Series 66 designation and previously worked for Old National Bank (formerly First Midwest Bank) for 11 years. Outside of his advisory role, he manages a rental property as a sole proprietor. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

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