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
3 years
Location
Freeport, IL 61032
Edward Jones
Institution
Talia Allen is a financial advisor with Edward Jones in Freeport, IL, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she worked at Maurices for nine years and JM Homecare for ten years. Outside of her advisory role, Allen serves as a Village Trustee in Shannon, IL, and is involved with the Action Council focused on expanding early childhood education access in several Illinois counties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors and more than $1 trillion in assets under management.
Based on Edward Jones
Based on Edward Jones
$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)
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.
Freeport, IL W South St
640 W South St Suite 4
Freeport IL 61032-0000
Advisors at this office
2
Illinois · Texas
3 years of industry experience
Edward Jones
2023 - Present • 3 years
St Louis, MO
Maurices
2014 - 2023 • 9 years
Freeport, IL
JM Homecare
2008 - 2018 • 10 years
Lanark, IL
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.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Davis, IL
Stonebrook Capital Management, Inc.
Robert Endres is a financial advisor at Stonebrook Capital Management, Inc. with 13 years of industry experience. He holds the Series 65 designation and has been with Stonebrook Capital since 2012. Stonebrook Capital Management provides personalized financial planning and investment management services to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages diversified portfolios using a combination of fundamental and technical analysis, with an emphasis on downside risk management.
Series 65
Freeport, IL
Lucas Group Financial Advisors, LLC
Todd Reno is a financial advisor at Lucas Group Financial Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Regal Investment Advisors, Jones Long LaSalle, and Collins Aerospace. Lucas Group Financial Advisors provides investment management, financial planning, and employee benefit plan advisory services to individuals, trusts, small businesses, and foundations. The firm serves a broad client base using a long-term, evidence-based investment approach centered on diversified passive funds and employs third-party sub-advisers for portfolio management.
Series 65
Freeport, IL
Lucas Group Financial Advisors, LLC
Andrew Stewart is a financial advisor at Lucas Group Financial Advisors, LLC with nine years of industry experience. He holds the Series 65 designation and has worked at multiple related firms, including six years at Regal Investment Advisors, LLC. Outside of his advisory role, Stewart serves as a football coach at Freeport Middle School and is the Board President of Freeport Phantoms Youth Football and Cheer. He also sits on the board of The Foundation for Northwest Illinois. Lucas Group Financial Advisors provides investment management, financial planning, and employee benefit plan advisory services to individuals, trusts, small businesses, and foundations. The firm uses a long-term Modern Portfolio Theory approach with diversified, passive, and evidence-based investments, and collaborates with an affiliated accounting firm for coordinated tax and financial services.
CFP®, Series 65, Series 63
Freeport, IL
Lucas Group Financial Advisors, LLC
Lucas Beggin is a CFP® professional with 12 years of industry experience, currently serving at Lucas Group Financial Advisors, LLC. He has worked at multiple related firms since 2010 and is also a partner at Lucas Groups CPA+ Advisors, a public accounting and management firm. Beggin holds board positions with the non-profit Parkview Homes and serves as treasurer for the Highland College Foundation. Lucas Group Financial Advisors provides investment management, financial planning, and employee benefit plan advisory services to individuals, trusts, small businesses, and foundations. The firm employs a long-term, evidence-based approach emphasizing diversified, passive mutual funds and ETFs, while coordinating closely with its affiliated accounting firm to integrate financial and tax services.
CFP®, Series 66
Freeport, IL
Lucas Group Financial Advisors, LLC
Katherine Downing is a CFP® professional with 12 years of experience in the financial industry. She currently works at Lucas Group Financial Advisors, LLC and previously held roles at Regal Investment Advisors, Regulus Financial Group, LLC, and Axa Advisors, LLC. Downing is also licensed as an insurance agent, providing life insurance and annuity services. Lucas Group Financial Advisors offers discretionary and non-discretionary investment management, financial planning, and employee benefit plan advisory services to individuals, trusts, small businesses, and foundations. The firm employs a long-term Modern Portfolio Theory approach using diversified, passive, evidence-based mutual funds and ETFs, and coordinates closely with an affiliated accounting firm for integrated client services.
CFP®, Series 63, Series 65
Freeport, IL
Lucas Group Financial Advisors, LLC
Michael Sullivan is a CFP® professional with 32 years of experience in financial advising. He currently works at Lucas Group Financial Advisors, LLC and previously worked at Cambridge Investment Research Advisors and Wallem Associates, Inc. Lucas Group Financial Advisors provides investment management, financial planning, and employee benefit plan advisory services to individuals, trusts, small businesses, and foundations. The firm serves a diverse client base and employs a long-term Modern Portfolio Theory approach using diversified, passive, and evidence-based mutual funds and ETFs.
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