user avatar

Steven Mark Weigel

Advisor at Edward Jones — Lagrange, IN

Updated today

Credentials

Series 63, Series 66

Experience

26 years

Location

Lagrange, IN 46761

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,149 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Steven Weigel is a financial advisor with Edward Jones in Lagrange, IN, holding Series 63 and Series 66 designations and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he serves as a board member for Junior Achievement. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Lagrange, IN

206 South Detroit Street

Lagrange IN 46761

Advisors at this office

2

Most active in

Indiana · Texas

Work history

26 years of industry experience

Edward Jones

2000 - Present • 26 years

St Louis, MO

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 K

Series 63, Series 65

Sturgis, MI

Kestra Advisory

Chad Keim is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 31 years of industry experience. His prior roles include positions at Cetera, Summit Financial Group, Raymond James Financial Services, and Sturgis Bank & Trust, where he worked for over two decades. Keim serves as president of Keim Financial Group, LLC and holds a board treasurer position with Branch County Bloom. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, and investment solutions, serving clients such as plan sponsors and sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
user avatar

Ashley K

Series 63, Series 66

Sturgis, MI

Kestra Advisory

Ashley King is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 credentials and 19 years of industry experience. She has worked at Kestra Investment Services, Cetera, Keim Financial Group, Raymond James Financial Services, and Sturgis Bank & Trust. Outside of her advisory role, she is also a notary. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a wide range of clients, including large institutional investors and sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
user avatar

Joshua R

Series 66

Sturgis, MI

The huntington Investment company

Joshua Rosales is a financial advisor at The Huntington Investment Company with a Series 66 designation and less than one year of industry experience. His prior work history includes roles at Huntington Bancshares and various positions at Purdue University and other organizations. The Huntington Investment Company serves individuals, including high-net-worth clients, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture model combining third-party managers with proprietary offerings and sponsors multiple wrap-fee programs on the Envestnet MAS platform.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
user avatar

Marcus L

CFP®, Series 63

Sturgis, MI

Raymond James Financial

Marcus Little is a CFP®-designated financial advisor with 29 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2016. He also has a long tenure at Sturgis Bank & Trust beginning in 2000. Outside of his advisory role, he is President and director of Oakleaf Financial Services and serves as a non-variable insurance agent. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, institutions, and charitable organizations. The firm employs a non-discretionary, tailored approach using risk profiling and modeling tools and supports municipal and public finance advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar

Charles M

Series 63, Series 66

Sturgis, MI

LPL Financial

Charles Maher is a financial advisor with LPL Financial in Sturgis, Michigan, holding Series 63 and Series 66 credentials and has 30 years of industry experience. He has worked at LPL Financial since 2010 and briefly at Edward Jones prior to that. In addition to his advisory role, he serves as a notary public and operates a home-based business outside of securities activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

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

Kyndra L

Series 63, Series 66

Lagrange, IN

LPL Financial

Kyndra Landgraff is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. Her prior work includes roles at Farmers State Bank, Ruoff Mortgage Company, and Investment Centers of America. Outside of her advisory work, she serves as a Brand Ambassador for a direct sales company and works as a Direct Service Professional in social services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a broad range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides access to financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research tools and diverse investment options.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities 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

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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)