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Stuart Cooper

Advisor at LPL Financial

Updated today

Location

Mt Morris, IL 61054

Credentials

Series 63, Series 66

Industry experience

25 years

About

Stuart Cooper is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cuna Brokerage Services, Inc. and Cuna Mutual Group. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of advisory solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings.

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

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

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

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

4 E Main St

Mt Morris, IL 61054

Most active in

Illinois

Work history

LPL Financial

2022 - Present (4 years)

Cuna Brokerage Services, Inc.

2013 - 2022 (9 years)

Cuna Mutual group

2013 - 2022 (9 years)

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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David D

CFP®, ChFC®, Series 63

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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
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Sean C

Series 66

Byron, IL

LPL Financial

Sean Considine is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2019. Prior to that, he was employed at Lawson Products and co-owned Headon and Considine's Market. Outside of his advisory role, he is involved in a farm crop share operation in Amboy, IL. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team, combining large-scale advisory operations with non-advisory product activities.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Cynthia B

CFP®, Series 63

Oregon, IL

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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 at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Century Investment Services and INVEST Financial Corporation. Carson also operates Carson Investments, Inc., a business entity used for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired

Charles S

CFP®, Series 66

Byron, IL

Edward Jones

Charles Schaeffer is a CFP®-designated financial advisor at Edward Jones with five years of industry experience. He has held roles at Edward Jones since 2020 and previously worked at Fastenal and Brothers Country Supply. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving & philanthropy Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy Founder/Business Owner Engineering Professional
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