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Zachary Clayton Youngblood

Advisor at LPL Financial — Louisville, IL

Updated today

Credentials

ChFC®, Series 63, Series 65

Experience

23 years

Location

Louisville, IL

LPL Financial logo

LPL Financial

Institution

Total advisors

22,817

Across 10,464 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Zachary Youngblood is a financial advisor with LPL Financial holding the ChFC® designation and Series 63 and 65 licenses, with 23 years of industry experience. His prior work includes extensive roles at Country Financial and Mass Mutual Investors Services. He is also president and agent of The Youngblood Group, Inc., an insurance agency. 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.

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

Louisville, IL

Louisville IL

Advisors at this office

2

Most active in

Illinois

Work history

23 years of industry experience

LPL Financial

2023 - Present • 3 years

Schaumburg, IL

Country Trust Bank

2023 - 2023 • 1 year

Schaumburg, IL

Country insurance affiliates

2011 - 2023 • 12 years

Schaumburg, IL

Country Capital Management Co

2011 - 2023 • 12 years

Schaumburg, IL

COUNTRY FINANCIAL

2011 - 2022 • 11 years

Bartlett, IL

Mass Mutual Investors Services

2007 - 2011 • 4 years

IL

Country Trust Bank

2003 - 2006 • 3 years

Bartlett, IL

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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Landon C

Series 66

Flora, IL

Benjamin F. Edwards & Company, Inc.

Landon Carder is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and four years of industry experience. He has worked with Benjamin F. Edwards since 2021 and has prior experience at First National Bank of Olney, Olney Central College, Specialty Polymer Services, and Flora School District. Carder is also involved with AssistX LLC, a role he has held since 2019. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers a range of investment management and consulting services through various fee-based wrap programs and employs both discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Steven D

Series 63, Series 65

Flora, IL

Benjamin F. Edwards & Company, Inc.

Steven Duke is a financial advisor at Benjamin F. Edwards & Company, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Edward D. Jones & Co., L.P. for 20 years before joining his current firm in 2019. Outside of his advisory role, he is a part-owner of an antique car collection and a jointly owned private airplane used for personal purposes. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, pension and profit-sharing plans, charitable organizations, and institutions. The firm offers a range of investment management and financial planning services through fee-based wrap programs, utilizing both internal and third-party strategies monitored by an Investment Strategy Committee.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Matthew P

CFP®, Series 66

Flora, IL

Edward Jones

Matthew Pyatt is a CFP®-certified financial advisor with Edward Jones, where he has worked for 10 years. He holds the Series 66 designation and operates out of Flora, IL. Outside of his advisory role, he is a partner in CSquared Works LLC, a real estate and storage business in Mt Carmel, IL, where he manages groundskeeping, maintenance, advertising, and customer service. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.

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

Series 66

Louisville, IL

LPL Financial

Austin Kemmerer is a financial advisor with LPL Financial in Louisville, IL, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Sagepoint Financial, Mariner Wealth Advisors, and Edward Jones. Outside of advising, he is involved in farming activities and holds a notary commission. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services, employing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

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

Cody F

Series 66

Flora, IL

Edward Jones

Cody Fisher is a financial advisor with Edward Jones in Flora, Illinois, holding a Series 66 designation and seven years of industry experience. His career includes positions at American Fidelity, Dever Distribution, and J. Williams Farms Inc. He serves as a board officer for the Olney Basketball League in Olney, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions backed by a large national network of advisors and branch offices.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive

Heather B

Series 66

Flora, IL

Edward Jones

Heather Blank is a financial advisor with Edward Jones in Flora, Illinois, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, she is the owner of H D Blank LLC, a rental business in Louisville, Illinois. 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 under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

General retirement planning Retired Founder/Business Owner Executive
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