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4 advisors near 62420
Out of 400,000+ nationwide
John M
Series 63, Series 65
Casey, IL
IPI Wealth Management, Inc.
John Murphy is a financial advisor at IPI Wealth Management, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with IPI Wealth Management since 2000. In addition to his advisory role, he is a part owner and agent at Snedeker & Murphy, Inc., where he is involved in life, health, and fixed annuity insurance sales. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party manager programs, utilizing an open-architecture investment platform supported by an investment committee and outsourced operational infrastructure.
Shane T
Series 66
Greenup, IL
Edward Jones
Shane Todd is a financial advisor with Edward Jones in Greenup, IL, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2019, he worked at Casey State Bank and Midwestern Securities Trading Co., LLC, and earlier at Ervin Equipment. He serves as a board member for Casey-Westfield School District and is involved with Casey Industries Inc., promoting economic development in Casey, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment strategies, operates under a fiduciary standard, and is notable for its extensive advisor network and affiliated financial services.
David P
Series 66
Toledo, IL
LPL Financial
David Phipps is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. His career includes roles at Stifel Nicolaus & Co Inc, Cornerstone Wealth Management, and First Neighborhood Bank. Outside of his advisory work, he serves as a City Commissioner for Mattoon, Illinois, and is involved in high school and college basketball officiating. 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 a large network of investment adviser representatives.
Renee S
Series 63, Series 66
Toledo, IL
LPL Financial
Renee Servis is a financial advisor with LPL Financial in Toledo, IL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at LPL Financial since 2018 and previously spent five years at Cetera Advisor Networks LLC. In addition to her advisory role, Renee is involved with First Neighbor Tax & Accounting, a tax preparation and accounting business. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, banks, and high-net-worth households. The firm offers a broad range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings.
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Finding advisors...
4 advisors near 62420
Out of 400,000+ nationwide