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9 advisors near 61054
Out of 400,000+ nationwide
David D
CFP®, ChFC®, Series 63
Polo, IL
Dahl Financial Services, Inc.
David Dahl is a CFP® and ChFC® with 27 years of industry experience. He has been associated with Dahl Financial Services, Inc., Dahl Insurance Services, Inc., and Sebrite Corporation since 1982, and has worked with American General Securities Incorporated since 1997. In addition to his financial advisory roles, he is involved with Dahl's Auto Reconstruction Co Inc, a business he has been connected to since 1973. Dahl Financial Services, Inc. provides investment supervisory and financial planning services primarily to individual investors who are not high-net-worth, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs both fundamental and technical analysis in its investment decisions, including active strategies such as options and market timing, and is noted for its vertical integration with affiliated entities offering insurance, counseling, and educational programs.
Carl M
Series 63, Series 65
Byron, IL
Brookstone Capital Management LLC
Carl Mook is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Brookstone since 2014 and has longstanding roles with AIG American General Life Insurance Company and his own Carl Mook Financial Group dating back to 1981. He also teaches a class at Rock Valley College in Rockford, IL. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and sovereign wealth funds. The firm emphasizes a platform approach, supporting a large advisor network with turnkey asset management services and offering a range of discretionary investment strategies.
Sean C
Series 66
Byron, IL
LPL Financial
Sean Considine is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2019. Prior to that, he was employed at Lawson Products and co-owned Headon and Considine's Market. Outside of his advisory role, he is involved in a farm crop share operation in Amboy, IL. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team, combining large-scale advisory operations with non-advisory product activities.
Cynthia B
CFP®, Series 63
Oregon, IL
Edward Jones
Cynthia Byrd is a CFP®-designated financial advisor with Edward Jones, where she has worked since 1999. She has 37 years of industry experience, including prior work at Polo National Bank and First Bank South. Outside of her advisory role, she and her spouse are joint owners of commercial property and farmland in Oregon, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of advisors and branch offices.
Jeffrey C
Series 63, Series 66
Byron, IL
LPL Financial
Jeffrey Carson is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Century Investment Services and INVEST Financial Corporation. Carson also operates Carson Investments, Inc., a business entity used for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory solutions supported by an in-house research team and a large network of investment adviser representatives.
Charles S
CFP®, Series 66
Byron, IL
Edward Jones
Charles Schaeffer is a CFP®-designated financial advisor at Edward Jones with five years of industry experience. He has held roles at Edward Jones since 2020 and previously worked at Fastenal and Brothers Country Supply. 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 and offers a range of investment strategies, including discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Chrissie M
Series 63, Series 65
Byron, IL
LPL Financial
Chrissie Martin is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2011. Her professional background also includes roles at Byron Bank, Martin's Tax Service, and Nashua Mutual Insurance Company. Martin serves as a board member for Nashua Panmyra Mutual Insurance Company. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse investment solutions supported by in-house research and a large network of investment adviser representatives.
Stuart C
Series 63, Series 66
Mt Morris, IL
LPL Financial
Stuart Cooper is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cuna Brokerage Services, Inc. and Cuna Mutual Group. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of advisory solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings.
Adam T
Series 63, Series 65, Series 66
Byron, IL
LPL Financial
Adam Talbert is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. His prior roles include positions at Byron Bank, Stillman Bank Trust Department, Regal Investment Advisors, and Lucas Group Financial Advisors. Outside of his advisory work, he is a business owner of 219 Ventures, LLC, which operates Pub 219. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory product offerings.
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9 advisors near 61054
Out of 400,000+ nationwide