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Tiffany Graham

Advisor at Edward Jones

Updated today

Location

Rantoul, IL 61866

Credentials

Series 66

Industry experience

2 years

About

Tiffany Graham is a financial advisor with Edward Jones in Rantoul, IL, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, she spent five years at Servion, Inc and has periods focused on homemaking. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$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)

Other

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.

Location

109 South Garrard Street

Rantoul, IL 61866

Most active in

Illinois · Texas

Work history

Edward Jones

2023 - Present (3 years)

Unemployed - Homemaker

2021 - 2023 (2 years)

Servion, Inc

2016 - 2021 (5 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 M

ChFC®, Series 63

Champaign, IL

Financial Synergy, Inc.

David Marrone is a ChFC® credentialed financial advisor with 28 years of industry experience. He has been associated with Financial Synergy, Inc. since 1993 and Commonwealth Financial Network, Inc. since 1995. Outside of advising, he serves as a notary public. Financial Synergy, Inc. serves individual clients by providing financial planning, portfolio management, tax preparation, and planning services. The firm operates primarily on a non-discretionary basis, integrating accounting and tax expertise with advisory and insurance services in a small, hands-on practice.

General tax planning Wealth management

Brian S

CFP®, Series 66

Gibson City, IL

Edward Jones

Brian Steidinger is a CFP®-designated financial advisor with Edward Jones in Gibson City, IL, where he has worked since 2010. He has 15 years of industry experience. Outside of his advisory role, he serves on the Board of Directors for Gibson Area Hospital and Health Services, where he holds several committee chair positions. 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 discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services.

Charitable giving & philanthropy Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive

Christian R

Series 66

Gibson City, IL

Edward Jones

Christian Rosenbeck is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His previous roles include positions at Rivian, State Farm, Country Financial, and Kurtenbach Insurance and Financial Services Inc. Outside of his advisory work, he is affiliated as an NCAA official in Gibson City, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.

General retirement planning Wealth management Doctor or Medical Professional
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Thomas E

Series 63, Series 65

Mahomet, IL

Cetera

Thomas Ealy is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 44 years of industry experience. His work history includes roles at Cetera Investment Advisers LLC, Cetera Wealth Services, and multiple financial services firms including Investment Planners, Inc. and Carleton Financial Inc., where he is an owner and registered representative. He is also an insurance agent selling life, health, annuities, and long-term care products. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions. The firm provides access to model portfolios and third-party managed solutions, combining retirement and fiduciary capabilities with a broad advisory platform.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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George L

Series 66

Mahomet, IL

Thrivent Investment Management

George Longfellow Jr. is a Series 66-licensed advisor at Thrivent Investment Management with six years of industry experience. He has worked at Thrivent Financial and its investment management arm since 2019. Outside of his financial advisory role, he co-owns a hobby business breeding and selling exotic pets, primarily ball pythons. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning across various financial topics, allowing clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan.

Business ownership considerations
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Tara B

Series 66

Rantoul, IL

Edward Jones

Tara Busboom is a financial advisor at Edward Jones with a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones, she worked at Busey Bank and Dressbarn. She is also involved with Central Illinois Charcuterie, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

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