Timothy Millenbine
Advisor at Edward Jones
Updated today
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.
Location
Mcleansboro, IL 62859
Credentials
Series 66
Industry experience
13 years
About
Timothy Millenbine is a Series 66-registered financial advisor with Edward Jones in Mcleansboro, Illinois, where he has worked since 2012. He has 13 years of industry experience. Outside of his advisory role, Millenbine serves as vice president of the Benton-West City Chamber of Commerce and is also vice president of the Hamilton County Unit 10 Board of Education. He has involvement in several local businesses, including an ice cream shop and a car wash facility. 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 supported by a large nationwide network of 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
Fee options
$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.
Location
107 N Jackson Street
Mcleansboro, IL 62859
Most active in
Timothy M has reported serving >5 clients in these states in the last 12 months.
Illinois · Texas
Work history
Edward Jones
2012 - Present (14 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
David H
Series 63, Series 66
Norris City, IL
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David Hughes is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 16 years of industry experience. He previously worked at Edward Jones for eight years before joining LPL Financial in 2020. Hughes is also involved with Grindstone Wealth Management LLC, a non-investment-related business entity. 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 investment solutions supported by an in-house research team, combining large-scale advisory operations with various non-advisory product offerings.
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CFP®, Series 65
Mcleansboro, IL
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