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Virginia Kenney

Advisor at Edward Jones

Updated today

Location

Freeport, IL

Credentials

ChFC®, Series 63

Industry experience

29 years

About

Virginia Kenney is a financial advisor with Edward Jones in Freeport, IL, holding the ChFC® designation and Series 63 license. She has 29 years of industry experience, all of which have been with Edward D. Jones & Co., L.P., where she has worked since 1996. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm has a large national network of financial advisors and branches and operates under a fiduciary standard when providing advisory services.

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

Freeport, IL

Most active in

Illinois · Kansas · Texas

Work history

Edward D. Jones & CO., L.P.

1996 - Present (30 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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Todd R

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Freeport, IL

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Todd Reno is a financial advisor at Lucas Group Financial Advisors, LLC in Freeport, IL, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Regal Investment Advisors and Jones Long LaSalle. Lucas Group Financial Advisors provides investment management and financial planning services to individuals, trusts, charitable organizations, foundations, small businesses, and participant-directed retirement plans. The firm follows an evidence-based, passive investment approach using diversified portfolios primarily composed of mutual funds and ETFs, supported by model portfolios and third-party sub-advisers.

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Andrew S

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Freeport, IL

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Andrew Stewart is a Series 65 licensed financial advisor with nine years of industry experience. He is currently with Lucas Group Financial Advisors, LLC and previously worked at Regal Investment Advisors, LLC and Lucas Group Financial Advisors, Inc. In addition to his advisory role, Stewart serves as a tax manager at Lucas Group CPAs + Advisors, coaches middle school football, and holds leadership positions on local youth sports and community foundation boards. Lucas Group Financial Advisors provides investment management and financial planning services to individuals, trusts, charitable organizations, foundations, small businesses, and participant-directed retirement plans. The firm uses an evidence-based, passive investment approach with diversified portfolios primarily constructed from mutual funds and ETFs, supported by third-party sub-advisers and portfolio modeling tools.

Passive / index investing General tax planning Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Wealth management Founder/Business Owner Retired
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Lucas B

CFP®, Series 63, Series 65

Freeport, IL

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Lucas Beggin is a CFP® professional with 12 years of experience in financial advising. He is currently with Lucas Group Financial Advisors, LLC and has prior experience at Regulus Financial Group, LLC and Regal Investment Advisors, LLC. Beggin is also a partner at Lucas Groups CPA+ Advisors, LLC and serves on the boards of Parkview Homes NFP and the Highland College Foundation, where he is Treasurer. Lucas Group Financial Advisors provides investment management and financial planning services to individuals, trusts, charitable organizations, foundations, small businesses, and participant-directed retirement plans. The firm employs an evidence-based, passive investment approach using diversified portfolios primarily composed of mutual funds and ETFs, and coordinates closely with accountants and other professional advisors.

Passive / index investing General tax planning Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Wealth management Founder/Business Owner Retired
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Katherine D

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Freeport, IL

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Michael S

CFP®, Series 63, Series 65

Freeport, IL

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Michael Sullivan is a CFP® professional with 32 years of experience in the financial services industry. He currently serves at Lucas Group Financial Advisors, LLC and has previously worked at Cambridge Investment Research Advisors, Inc., Wallem Associates, Inc., and TransAmerica Financial Advisors, Inc. Lucas Group Financial Advisors provides investment management and financial planning services to individuals, trusts, charitable organizations, foundations, small businesses, and participant-directed retirement plans. The firm employs an evidence-based, passive investment approach using diversified portfolios primarily composed of mutual funds and ETFs, supported by model portfolios and third-party sub-advisers.

Passive / index investing General tax planning Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Wealth management Founder/Business Owner Retired
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