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6 advisors near 62448
Out of 400,000+ nationwide
Laura D
Series 63, Series 65, Series 66
Dieterich, IL
Legacy Wealth Management, LLC
Laura Dill is a financial advisor at Legacy Wealth Management, LLC with 11 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining Legacy Wealth Management in 2023, she worked at Wanderwell Consulting, LPL Financial, Cetera Advisor Networks, Goeckner Accounting & Financial Services, and Senior Health Specialties. Legacy Wealth Management is a multi-advisor firm that serves individuals, charitable organizations, and business entities, managing discretionary portfolio management and financial planning through a platform of 35 advisors. The firm offers tailored investment strategies, continuous account monitoring, and access to a broad range of investment options, including the use of third-party money managers and model portfolios.
Steven M
CFP®, Series 63
Newton, IL
Commonwealth Financial Network
Steven Mammoser Sr. is a CFP® professional with 33 years of experience in the financial services industry. He has worked at Commonwealth Financial Network since 2017 and previously spent 16 years at Investment Centers of America. Mammoser also serves as Vice President of Peoples State Bank, a position he has held since 1994. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm provides a range of advisory programs, technology, and operational support, allowing advisors to offer customized portfolio management and wealth planning solutions.
Rachel W
Series 66
Newton, IL
Commonwealth Financial Network
Rachel Wendt is a financial advisor at Commonwealth Financial Network with a Series 66 designation and two years of industry experience. She has worked at several firms, including Peoples Wealth Management, OSAIC, Woodbury Financial Services, and Compass Advisory Group. Outside of finance, she has experience in marketing and education roles. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, investment management, and practice-management support. The firm offers discretionary model portfolios and multiple program structures, supported by a substantial clearing and custody relationship with National Financial Services LLC.
Lucinda H
Series 63, Series 66
Newton, IL
Edward Jones
Lucinda Hinterscher is a financial advisor with Edward Jones in Newton, Illinois, holding Series 63 and Series 66 credentials. She has 25 years of industry experience and has been with Edward Jones since 2000. Outside of her advisory role, she owns a farm rental property in Ingraham, Illinois. 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 solutions, supported by a nationwide network of approximately 23,701 financial advisors and over $1 trillion in assets under management.
Devin A
Series 66
Dieterich, IL
LPL Financial
Devin Aherin is a financial advisor with LPL Financial, holding a Series 66 credential and four years of industry experience. Prior to joining LPL Financial in 2021, he was involved with Aherin Agri-Business, Inc. for six years. He serves as a board member for Bishop Mutual Insurance Company. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, 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.
Chris B
CFP®, Series 66
Newton, IL
Edward Jones
Chris Bohnhoff is a CFP® and holds a Series 66 designation, with six years of industry experience. He has been with Edward Jones since 2019 and previously worked for First State Bank of Beecher City from 2014 to 2019. He is based in Newton, IL. 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 advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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6 advisors near 62448
Out of 400,000+ nationwide