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Susana Belmonte

Advisor at LPL Financial — Rochelle, IL May Mart Drive

Updated today

Credentials

Series 66

Experience

1 year

Location

Rochelle, IL 61068

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

Susana Belmonte is a financial advisor with LPL Financial in Rochelle, IL, holding a Series 66 designation and 1 year of industry experience. She has been associated with Central Bank Illinois and LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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

Rochelle, IL May Mart Drive

340 May Mart Drive

Rochelle IL 61068

Advisors at this office

2

Most active in

Illinois · Texas

Work history

1 year of industry experience

Central Bank Illinois

2015 - Present • 11 years

Rochelle, IL

LPL Financial

2015 - Present • 11 years

Rochelle, IL

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

Nathan H

Series 65

Davis Junction, IL

Haas Trade Advisors LLC

Nathan Haas is the principal of Haas Trade Advisors LLC, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Primerica Advisors and Primerica Financial Services, as well as service in both the Tennessee and Illinois Army National Guards. Haas also operates a separate financial-coaching business alongside his advisory work. Haas Trade Advisors LLC provides financial planning and consulting services to individual clients, focusing on budgeting, cash flow, risk management, and long-term asset allocation. The firm emphasizes a fundamental analysis approach with a buy-and-hold strategy, delivering advice primarily through virtual meetings and an online portal without acting as a discretionary manager.

General retirement planning Income planning College savings (529s, UTMA, etc.) General estate planning guidance
user avatar

Ashley J

Series 63, Series 65

Rochelle, IL

LPL Financial

Ashley Jackson is a financial advisor with LPL Financial in Rochelle, Illinois, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has worked at Central Bank of Illinois (formerly 1st Nat'l Bank of Rochelle) and LPL Financial since 2011. Jackson holds a role as a Client Relationship Officer at Central Bank Illinois in addition to her advisory work. 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 discretionary and non-discretionary management supported by in-house and third-party research and model portfolios.

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
user avatar

Charles F

Series 63, Series 65

Shabbona, IL

Cetera

Charles Foster is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Cetera since 2006. Foster also operates Foster's Financial Management, LLC, and is involved in tax preparation and business consulting through Foster Tax & Accounting, LLC. Outside of his advisory role, he serves as a finance council member at St. James Church and participates in local charitable activities with the St. James Knights of Columbus. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and program structures, supported by a nationwide network of over 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Bradley S

Series 66

Rochelle, IL

Edward Jones

Bradley Stojan is a financial advisor at Edward Jones with 18 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. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

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

Jennifer J

Series 66

Malta, IL

LPL Financial

Jennifer James is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at IAU College and Northern Illinois University's Study Abroad Department. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and services, including financial planning, retirement plan consulting, and model portfolios supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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