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Stuart Scott Cooper

Advisor at LPL Financial — Mt Morris, IL

Updated today

Credentials

Series 63, Series 66

Experience

25 years

Location

Mt Morris, IL 61054

LPL Financial logo

LPL Financial

Institution

Total advisors

22,678

Across 10,418 offices

Clients per advisor

87 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Stuart Cooper is a financial advisor with LPL Financial in Mt Morris, IL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at Cuna Brokerage Services, Inc. and Cuna Mutual Group for nine years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Mt Morris, IL

4 E Main St

Mt Morris IL 61054

Advisors at this office

1

Most active in

Illinois

Work history

25 years of industry experience

LPL Financial

2022 - Present • 4 years

Gurnee, IL

Cuna Brokerage Services, Inc.

2013 - 2022 • 9 years

Waverly, IA

Cuna Mutual group

2013 - 2022 • 9 years

Waverly, IA

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

David D

CFP®, ChFC®, Series 63

Polo, IL

Dahl Financial Services, Inc.

David Dahl is a CFP® and ChFC® with 27 years of industry experience. He has been associated with Dahl Financial Services, Inc., Dahl Insurance Services, Inc., and Sebrite Corporation since 1982, and has worked with American General Securities Incorporated since 1997. In addition to his financial advisory roles, he is involved with Dahl's Auto Reconstruction Co Inc, a business he has been connected to since 1973. Dahl Financial Services, Inc. provides investment supervisory and financial planning services primarily to individual investors who are not high-net-worth, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs both fundamental and technical analysis in its investment decisions, including active strategies such as options and market timing, and is noted for its vertical integration with affiliated entities offering insurance, counseling, and educational programs.

Retirement income strategy Life insurance needs analysis Equity compensation tax strategy Business sale tax planning Cash flow / budgeting Founder/Business Owner Retired Approaching retirement Sandwich Generation Women Professionals
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Carl M

Series 63, Series 65

Byron, IL

Brookstone Capital Management LLC

Carl Mook is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Brookstone since 2014 and has longstanding roles with AIG American General Life Insurance Company and his own Carl Mook Financial Group dating back to 1981. He also teaches a class at Rock Valley College in Rockford, IL. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and sovereign wealth funds. The firm emphasizes a platform approach, supporting a large advisor network with turnkey asset management services and offering a range of discretionary investment strategies.

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired
user avatar

Jessica S

Series 66

Byron, IL

Key Investment Services LLc

Jessica Snyder is a financial advisor with Key Investment Services LLC in Byron, Illinois, holding a Series 66 designation and 20 years of industry experience. She worked at U.S. Bancorp Investments, Inc. for 16 years before joining Key Investment Services in 2022. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, and operates within the KeyCorp group with affiliations that support a broad range of investment and brokerage services.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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Sean C

Series 66

Byron, IL

LPL Financial

Sean Considine is a financial advisor with LPL Financial in Byron, Illinois, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Lawson Products and Byron Bank, as well as ownership of Headon and Considine's Market. Outside of advising, he maintains involvement in farming through a crop share arrangement. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

College savings (529s, UTMA, etc.)
user avatar

Cynthia B

CFP®, Series 63

Oregon, IL

Edward Jones

Cynthia Byrd is a CFP®-designated financial advisor with Edward Jones, where she has worked since 1999. She has 37 years of industry experience, including prior work at Polo National Bank and First Bank South. Outside of her advisory role, she and her spouse are joint owners of commercial property and farmland in Oregon, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of advisors and branch offices.

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

Series 63, Series 66

Byron, IL

LPL Financial

Jeffrey Carson is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He previously worked for INVEST Financial Corporation for 14 years before joining LPL Financial in 2018. Carson also operates Carson Investments, Inc., a business entity unrelated to investment advisory services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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