Tracy Ann Robbins

Advisor at Edward Jones — Princeton, IL Ace Road

Updated today

Credentials

Series 66

Experience

3 years

Location

Princeton, IL 61356

Edward Jones logo

Edward Jones

Institution

Total advisors

24,095

Across 14,148 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Tracy Robbins is a financial advisor at Edward Jones in Princeton, IL, holding a Series 66 designation with nine years at Edward Jones and a prior 19-year career at State Farm Insurance. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning

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

See office

Princeton, IL Ace Road

200 Ace Road Suite 5

Princeton IL 61356

Advisors at this office

2

Most active in

Illinois · Texas

Work history

3 years of industry experience

Edward Jones

2017 - Present • 9 years

Princeton, IL

State Farm Insurance

1998 - 2017 • 19 years

Bloomington, 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

Ian N

Series 65

Hennepin, IL

Cyr Financial Inc.

Ian Nichols is a Series 65-licensed financial advisor with Cyr Financial Inc. in Princeton, IL, bringing seven years of industry experience. His background includes roles at Nordstrom Farms and Thacker Farms, as well as a position at Illinois Valley Community College. Nichols serves as a board member trustee for the Starved Rock Flying Club. Cyr Financial serves individuals, high net worth clients, trusts, estates, and retirement plans, offering discretionary investment management along with financial and estate planning services. The firm uses proprietary investment models and a variety of securities to build customized portfolios, providing continuous account monitoring and both project-based and ongoing planning engagements.

Active portfolio management Private / alternative investments Annuities General retirement planning
user avatar

Andrea B

Series 65

Hennepin, IL

Cyr Financial Inc.

Andrea Brannon is a financial advisor at Cyr Financial Inc. with four years of industry experience. She holds the Series 65 designation and has been with Cyr Financial since 2012. Cyr Financial serves individuals, high net worth clients, trusts, estates, and retirement plans by offering discretionary investment management alongside financial and estate-planning services. The firm uses proprietary investment models across various asset classes and provides ongoing planning, tax and accounting services, and estate document preparation.

Active portfolio management Private / alternative investments Annuities General retirement planning
user avatar

Caleb B

CFP®, ChFC®, Series 63

Hennepin, IL

Cyr Financial Inc.

Caleb Bjerk is a CFP® and ChFC® with seven years of experience in financial advising. He is currently with Cyr Financial Inc., where he has worked since 2026. His prior experience includes roles at Modern Wealth Management, Wade Financial Advisory, Northwestern Mutual Investment Services, and Adam Goetzka. Cyr Financial serves individuals, high net worth clients, trusts, estates, and retirement plans by providing discretionary investment management alongside financial planning and estate-planning services. The firm uses proprietary investment models and a variety of asset classes, offering continuous account monitoring and both project-based and ongoing planning engagements.

Active portfolio management Private / alternative investments Annuities General retirement planning
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Emma B

CFA®

Hennepin, IL

Cyr Financial Inc.

Emma Bean is a CFA® charterholder with two years at Cyr Financial Inc. and three years of prior experience at American Equity. She has a total of six years in the financial industry. Cyr Financial serves individuals, high net worth clients, trusts, estates, and retirement plans by providing discretionary investment management along with financial and estate-planning services. The firm uses proprietary investment models and a variety of securities to build customized portfolios, offering continuous account monitoring and written financial plans.

Active portfolio management Private / alternative investments Annuities General retirement planning
user avatar

Christian C

CFP®, Series 63, Series 66

Hennepin, IL

Cyr Financial Inc.

Christian Cyr is a CFP® with 13 years of industry experience, currently serving at Cyr Financial Inc. since 2015. He previously worked at Purshe Kaplan Sterling Investments from 2015 to 2020. Outside of advisory services, he owns a CPA and bookkeeping firm and offers various insurance products. Cyr Financial Inc. serves individuals, high net worth clients, trusts, estates, and retirement plans, providing discretionary investment management alongside financial and estate planning services. The firm employs customized portfolios using proprietary investment models and offers additional services including tax, accounting, and insurance recommendations.

Active portfolio management Private / alternative investments Annuities General retirement planning
user avatar

Jeremy M

Series 63, Series 65

Princeton, IL

Empower Advisory Group

Jeremy Munson is a financial advisor with Empower Advisory Group in Princeton, IL, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Thrivent Financial and its affiliated entities and has experience with Impact Networking LLC and Wintrust companies. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model tied to Empower’s recordkeeping and administrative platforms. Their services focus on long-term portfolio returns and savings rates through point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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