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Zachary Youngblood

Advisor at LPL Financial

Updated today

Location

Louisville, IL

Credentials

ChFC®, Series 63, Series 65

Industry experience

23 years

About

Zachary Youngblood is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses. He has 23 years of experience in the financial services industry, including previous roles at Country Trust Bank, Country Insurance Affiliates, Country Capital Management Co, and COUNTRY FINANCIAL. Outside of his advisory work, he serves as president and agent of The Youngblood Group, Inc., an insurance agency. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and a large network of investment adviser representatives.

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 plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

Louisville, IL

Most active in

Illinois

Work history

LPL Financial

2023 - Present (3 years)

Country Trust Bank

2023 - 2023 (1 year)

Country insurance affiliates

2011 - 2023 (12 years)

Country Capital Management Co

2011 - 2023 (12 years)

COUNTRY FINANCIAL

2011 - 2022 (11 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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Austin K

Series 66

Louisville, IL

Mariner Advisor Network

Austin Kemmerer is a Series 66-licensed financial advisor with six years of industry experience. He is currently affiliated with Mariner Advisor Network and has previously worked at firms including LPL Financial, Mariner Wealth Advisors, Sagepoint Financial, and Edward Jones. Outside of his advisory work, he is involved in farming operations. Mariner Advisor Network operates as an enterprise registered investment adviser with a decentralized network of Investment Adviser Representatives serving individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers portfolio management, financial planning, consulting, access to model portfolios and third-party managers, and technology-enabled managed account programs.

Equity compensation tax strategy Options & derivatives strategies Private / alternative investments Annuities Founder/Business Owner Executive Retired
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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. Prior to joining Benjamin F. Edwards in 2021, he worked at First National Bank of Olney and has been involved with AssistX LLC since 2019. He also has experience in education, having worked at Flora School District and Olney Central College. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment strategies that include both firm-developed and third-party models with regular strategic oversight.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth 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 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Edward D. Jones & Co., L.P. for 20 years before joining Benjamin F. Edwards in 2019. Outside of his advisory role, he is a 25% owner of RDZ LLC, an entity for personal use of an airplane shared with partners. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs and investment strategies that include both firm-developed and third-party models.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth 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 financial advisor with Edward Jones in Flora, IL, holding CFP® and Series 66 designations and bringing nine years of industry experience. Prior to his career in finance, he served with the St. Louis County Police Department for 17 years. Outside of advising, he is a partner in CSquared Works LLC, a real estate and storage business where he manages groundskeeping, maintenance, advertising, and customer service. Edward Jones is a 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 and investment strategies through a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer 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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