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Tyler A Thompson

Advisor at LPL Financial — Steeleville, IL

Updated today

Credentials

Series 66

Experience

8 years

Location

Steeleville, IL 62288

LPL Financial logo

LPL Financial

Institution

Total advisors

22,823

Across 10,503 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Tyler Thompson is a financial advisor with LPL Financial, holding a Series 66 credential 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 a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by research and advisor tools.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Steeleville, IL

400 W. Broadway

Steeleville IL 62288

Advisors at this office

4

Most active in

Illinois

Work history

8 years of industry experience

LPL Financial

2018 - Present • 8 years

Sparta, IL

The Boeing Company

2009 - 2018 • 9 years

St. Louis, MO

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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Suzanne E

Series 66

Sparta, IL

D.A. Davidson & Co.

Suzanne Evans is a financial advisor at D.A. Davidson & Co. with eight years of industry experience and holds the Series 66 designation. She has been with D.A. Davidson & Co. since 1998. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individuals, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
user avatar

Timothy S

Series 66

Sparta, IL

LPL Financial

Timothy Stamps is a financial advisor at LPL Financial with five years of industry experience and holds the Series 66 designation. His prior work includes roles at Private Client Services, Kestra Advisory Services, Kestra Investment Services, and CRDN of Greater St. Louis. He is also a notary in Sparta, Illinois. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Katie K

Series 66

Steeleville, IL

LPL Financial

Katie Keller is a financial advisor at LPL Financial with six years of industry experience. She holds the Series 66 designation and has worked at Regions Bank and Howell Financial Services, Inc. prior to joining LPL in 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by various operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Brenta B

Series 66

Ava, IL

LPL Financial

Brenta Bevis is a Series 66-credentialed advisor with 16 years of industry experience, currently with LPL Financial. She has worked at LPL Financial since 2008. Outside of her advisory role, she holds a notary public commission, providing services exclusively for LPL clients, and works part-time as a cashier at Walmart. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning and access to third-party asset managers, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jacob P

Series 66

Sparta, IL

Raymond James Financial

Jacob Patton is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. His prior work includes positions at Commonwealth Financial Network and First National Bank of Sparta. He has also spent time in educational roles at the University of Mississippi and Mater Dei Catholic High School. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs analytical tools and risk profiling to support tailored, non-discretionary planning and consulting, and is noted for its municipal advisory affiliation and specialized retirement plan consulting programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Chris M

Series 63, Series 65

Steeleville, IL

LPL Financial

Chris Mincheff is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 1998. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers various advisory and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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