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10 advisors near 61342
Out of 400,000+ nationwide
Christopher E
Series 63, Series 65
Mendota, IL
Cetera
Christopher Eller is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has operated his own firm, Chris Eller The Retirement Specialists, since 2017, providing financial services and tax preparation for individuals and entities. Additionally, he works as an insurance agent focused on fixed insurance products. Cetera Investment Advisers serves a diverse client base, including individuals, high-net-worth clients, institutions, and retirement plans, through a large network of independent advisors. The firm offers a range of portfolio management and fiduciary services, combining advisor-managed accounts, model portfolios, and third-party solutions.
Willard M
CFP®, Series 66
Mendota, IL
Edward Jones
Willard Mc Lachlan is a CFP®-credentialed financial advisor with Edward Jones in Mendota, Illinois, where he has worked since 2018. He has seven years of industry experience and has a background in agriculture, including managing family farms and owning agricultural businesses. Outside of his advisory role, he is involved in farming activities through several family-related agricultural operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.
Clint O
CFP®, Series 66
Mendota, IL
Edward Jones
Clint O'Brien is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. He holds a Series 66 designation and is based in Mendota, Illinois. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Lucas O
CFP®, Series 63, Series 65, Series 66
Mendota, IL
Edward Jones
Lucas O’Brien is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds the Series 63, 65, and 66 designations. Outside of his advisory role, he is involved with Fulton Publishing in Meadville, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.
Eric A
Series 63, Series 66
Mendota, IL
Cetera
Eric Arkins is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked with firms including Commonwealth Financial Network and Investment Centers of America, and operates a financial services business under the name Chris Eller The Retirement Specialists. Arkins also sells fixed insurance products as an insurance agent. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts, firm-sponsored model portfolios, and third-party managed options.
Alec H
Series 63, Series 65
La Salle, IL
OSAIC
Alec Hueneburg is a financial advisor at Osaic with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Sagepoint Financial, Inc. and AIG American General Life Insurance Company. Outside of his advisory role, he serves as a trustee for the Jonesville Piety Hill Fire District, participates on the board of the Perfectly Flawed Foundation, and is involved with youth baseball as a board member and T-ball coordinator. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by technology-driven investment processes and access to multiple custodial platforms.
Neal O
Series 63, Series 66
Mendota, IL
Edward Jones
Neal O'Brien is a financial advisor with Edward Jones in Mendota, IL, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. He has been with Edward Jones since 1985. Outside of his advisory role, Neal maintains rental property management activities. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.
Sarah C
Series 63, Series 65
Mendota, IL
Cetera
Sarah Coss is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her prior experience includes roles at Commonwealth Financial Network and Chris Eller The Retirement Specialists. She serves as a board member of the Mendota High School Board of Education. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering a range of portfolio management, financial planning, and fiduciary services supported by multiple program structures and affiliated trust and institutional capabilities.
Stacy N
Series 63, Series 65
La Salle, IL
OSAIC
Stacy Newell is a financial advisor at OSAIC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at AIG Financial Advisors, AIG American General Life Insurance Company, and American General Securities Incorporated. She is a partner at Hueneburg Financial Group, a securities and insurance firm, and serves on the finance committee and foundation board of Horizon House Foundation, which supports developmentally disabled adults. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individuals, retirement plans, corporations, and nonprofits. The firm provides a range of advisory and brokerage services supported by technology-driven investment processes and access to multiple custodial platforms.
Darrell M
ChFC®, Series 63
La Salle, IL
OSAIC
Darrell Malano is a financial advisor at OSAIC with 38 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at Sagepoint Financial, Inc. since 2008. Outside of his advisory work, he serves as president of a local non-profit branch of the Western Catholic Union and owns a financial services sole proprietorship focused on agency supervision. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process that incorporates risk-tolerance assessments, portfolio optimization tools, and access to various investment products and platforms.
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10 advisors near 61342
Out of 400,000+ nationwide