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13 advisors near 62651
Out of 400,000+ nationwide
Craig A
CFP®, Series 63, Series 65
Jacksonville, IL
Investment Advisors Group, LLC
Craig Albers is a CFP® professional with 32 years of experience in the financial industry. He is the sole advisor at Investment Advisors Group, LLC and has previously worked at Stifel Nicolaus & Co Inc and LPL Financial, LLC. Outside of his advisory work, Albers serves as a sporting event public announcer for Illinois College and has held employment roles with the Jacksonville School District and the University of Illinois Springfield. Investment Advisors Group, LLC provides investment advisory and financial planning services to individuals, trusts, charitable organizations, corporations, and employer retirement plans. The firm offers tiered portfolio management solutions, standalone financial planning, and retirement plan consulting, with an investment process that incorporates fundamental, technical, sector, and cyclical analysis tailored to client objectives and risk tolerance.
Brent B
Series 66
Jacksonville, IL
Kingsview Wealth Management, LLC
Brent Bordenkircher is a financial advisor at Kingsview Wealth Management, LLC with 25 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 26 years. Outside of his advisory role, he serves as an assistant football coach at Routt Catholic High School in Jacksonville, Illinois. Kingsview Wealth Management serves a diverse client base, including individuals, retirement plans, trusts, foundations, and corporate entities, offering wealth management, financial planning, and asset management through a network of Investment Adviser Representatives and an internal portfolio management group.
Robert B
Series 63, Series 66
Jacksonville, IL
BFC PLANNING, Inc.
Robert Beard is a financial advisor with BFC Planning, Inc. in Jacksonville, IL, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked at BFC Planning since 2016 and has been with Berthel, Fisher & Company Financial Services, Inc. since 2003. Outside of his advisory roles, Beard serves as Secretary/Treasurer of the Jacksonville Country Club. BFC Planning, Inc. serves a diverse client base, including individuals, corporations, pension plans, trusts, and estates, through a network of approximately 200 investment adviser representatives. The firm offers a range of financial planning and portfolio management services, utilizing various platforms and strategies tailored to client needs.
Thomas H
Series 66
Jacksonville, IL
Edward Jones
Thomas Hill is a financial advisor at Edward Jones in Jacksonville, Illinois, with 19 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Timothy F
Series 63, Series 66
Jacksonville, IL
STIFEL
Timothy Flinn is a financial advisor at Stifel with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Midwestern Securities Trading Company, The Farmers State Bank and Trust Company, and Axa Advisors. Outside of his advisory role, he serves on the board of the Prairieland United Way, is treasurer of Jacksonville Main Street, and is a board member of The Art Association of Jacksonville. Stifel serves a broad range of clients including individual, institutional, charitable, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.
Heidi K
Series 63, Series 65
Jacksonville, IL
STIFEL
Heidi Koeppel is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and over 33 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2008. Outside of her advisory work, she operates antique booths at an antique mall in Jacksonville, Illinois. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling.
Michael L
Series 63, Series 66
Jacksonville, IL
STIFEL
Michael Lansden is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel Nicolaus & Co. Inc since 2008. Lansden is based in Jacksonville, Illinois. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.
Matthew G
Series 63, Series 65
Ashland, IL
LPL Financial
Matthew Greer is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, VOYA Financial Advisors, and West Central Financial Services. He is also involved in Greer Insurance Solutions, LLC, which operates as a non-variable insurance business. 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 delivery options and investment strategies supported by an in-house research team, combining large-scale advisory operations with a broad product platform.
Jack W
Series 66
Jacksonville, IL
Edward Jones
Jack Whalen is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2021. His prior work includes roles in educational research and various short-term positions in consumer goods and services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages more than $1 trillion in assets and offers a range of investment strategies and advisory services through a nationwide network of financial advisors and branch offices.
Tony M
Series 66
Jacksonville, IL
Edward Jones
Tony Moore is a financial advisor at Edward Jones in Jacksonville, Illinois, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, Tony serves as an Oriental Guide on the Ansar Shrine Club Divan and is involved in setting up off-site hospital clinics. 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 network of financial advisors and branch offices across the country.
William W
Series 63, Series 66
Jacksonville, IL
Edward Jones
William Whalen is a financial advisor at Edward Jones with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 1993. In addition to his advisory role, he coaches the boys basketball team at Routt High School in Jacksonville, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 advisors and 15,000 branch offices.
Melanie P
Series 66
Jacksonville, IL
Edward Jones
Melanie Pine is a financial advisor at Edward Jones with one year of industry experience. She previously worked at Consolidated Grain & Barge and Computer Science Corporation before joining Edward Jones. Outside of her advisory role, she is a certified coach for FASTer Way To Fat Loss, providing guidance on whole foods, carb cycling, and intermittent fasting. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors and offers a range of advisory programs, managed account solutions, and affiliated investment products.
Frances B
Series 66
Jacksonville, IL
Edward Jones
Frances Brockhouse is a Series 66-credentialed financial advisor with Edward Jones in Jacksonville, Illinois, with three years of industry experience. She has been with Edward Jones since 2015. 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 discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds, operating under a fiduciary standard.
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13 advisors near 62651
Out of 400,000+ nationwide