Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
8 years
Location
Sparta, IL
D.A. DAVIDSON & Co.
Enterprise
Suzanne Evans is a financial advisor at D.A. Davidson & Co. with eight years of industry experience. She holds a Series 66 designation and has been with D.A. Davidson since 1998, accumulating 28 years with the firm. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and a private wealth program for clients with significant net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analyses.
Based on D.A. DAVIDSON & Co.
Based on D.A. DAVIDSON & Co.
Brokerage services include commissions; Financial Advisors receive a percentage of production (25%-51%) based on revenue generated including commissions and fees.
Account minimum: $20,000,000 Fee-only: Financial Planning Services fees are negotiable and generally range from $1,500 to $15,000 or more depending on complexity and nature of services.
Sparta, IL
Sparta IL
Advisors at this office
1
Illinois
8 years of industry experience
D.A. Davidson & Co.
1998 - Present • 28 years
Wenatchee, WA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 66
Sparta, IL
Edward Jones
Thomas Lewis is a Series 66-licensed financial advisor with Edward Jones, based in Sparta, IL. He has two years of industry experience, including five years in the United States Marine Corps and five years at Ameren Missouri prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products. The firm operates under a fiduciary standard and supports its advisory services with a large network of financial advisors and branch offices nationwide.
Series 66
Sparta, IL
LPL Financial
Timothy Stamps is a financial advisor with LPL Financial and holds the Series 66 designation. He has four years of industry experience, including prior roles at Kestra Advisory, Kestra Investment Services, and CRDN of Greater St. Louis. Outside of his advisory work, he is a commissioned notary in Sparta, Illinois. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a broad range of advisory programs, financial planning, and retirement consulting, employing both discretionary and non-discretionary management supported by in-house and third-party research.
Series 66
Steeleville, IL
LPL Financial
Tyler Thompson is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2018, he worked at The Boeing Company for nine years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.
Series 66
Steeleville, IL
LPL Financial
Katie Keller is a financial advisor with LPL Financial in Steeleville, Illinois, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Howell Financial Services, Inc. and Regions Bank. 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 retirement plan consulting and brokerage services, supported by model portfolios and research.
Series 63, Series 65
Steeleville, IL
LPL Financial
Chris Mincheff is a financial advisor with LPL Financial in Steeleville, IL, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with Linsco/Private Ledger Corp., an LPL Business, for 28 years. 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 advisory programs, financial planning, and brokerage services with discretionary and non-discretionary management options, supported by research and model portfolios.
Series 63, Series 65
Steeleville, IL
LPL Financial
Michael Howell is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 28 years of industry experience. He has worked at LPL Financial since 1998 and also operates Howell Financial Services, Inc. In addition to his advisory role, Howell is an attorney specializing in elder law and estate planning and serves as controller for several nonprofit organizations related to trapshooting. 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 provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.
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