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11 advisors near 62690
Out of 400,000+ nationwide
Bradley B
CFP®, Series 63, Series 65
Chatham, IL
Bobb Financial Incorporated
Bradley Bobb is a CFP® professional with 24 years of industry experience. He is the sole advisor at Bobb Financial Incorporated, an independent registered investment adviser based in Chatham, IL. His prior experience includes roles at United Planners Financial Services and Cambridge Investment Research, Inc. He has also been involved with the RDA Financial network and Federal Consulting. Bobb Financial Incorporated provides discretionary investment management and comprehensive financial planning services to individuals, including high-net-worth clients, as well as corporations and business clients. The firm primarily constructs asset-allocation portfolios using passive investment vehicles and offers educational seminars and speaking engagements to groups and the public.
Andrew M
CFP®, Series 66
Virden, IL
Maynerich Financial
Andrew Maynerich is a CFP® professional with 13 years of industry experience. He is affiliated with Maynerich Financial and has worked previously at ICA Group Wealth Management, LLC and LPL Financial LLC. Outside of financial advising, he teaches tap dance classes and works as a choreographer for local theater and high schools. Maynerich Financial provides portfolio management, investment analysis, financial planning, and retirement plan consulting to a diverse client base including individuals, trusts, estates, corporations, and pension plans. The firm employs a comprehensive investment process that incorporates multiple analytical approaches and manages accounts primarily on a discretionary basis to align with clients’ goals and risk tolerance.
Ethan T
Series 65
Virden, IL
Maynerich Financial
Ethan Thomas is a financial advisor at Maynerich Financial with one year of industry experience. He holds the Series 65 designation and has worked primarily with Maynerich Financial since 2021. Outside of his advisory role, Ethan owns and operates EFNF LLC, an online consulting business serving e-commerce and Amazon sales companies. Maynerich Financial provides portfolio management, investment analysis, financial planning, and retirement plan consulting to individuals, trusts, estates, corporations, and pension plans. The firm constructs individualized investment plans and manages client accounts using a variety of analysis methods and investment vehicles tailored to client goals and risk tolerance.
Chris H
Series 63, Series 65
Carlinville, IL
IPI Wealth Management, Inc.
Chris Hammann is a financial advisor with IPI Wealth Management, Inc. in Carlinville, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Investment Planners, Inc. since 1997. Outside of advising, Hammann is involved as a musician with Miles Station Music and owns a farm. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans, offering portfolio management, financial planning, and access to third-party manager programs. The firm employs an open-architecture investment platform with risk-based model suites and utilizes an outsourced-agent operational model for trade execution and reporting.
Anna S
Series 66
Chatham, IL
Kestra Advisory
Anna Sohm is a financial advisor with Kestra Advisory, holding a Series 66 credential and 25 years of industry experience. She previously worked at AXA Advisors from 2000 to 2016 before joining Kestra in 2016. Outside of her advisory role, Sohm coaches middle school runners and serves as President Elect on the board of the Springfield Muni Opera, a volunteer-driven local theater organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers fiduciary consulting, plan design, investment advice, and access to multiple management platforms, serving large institutional clients such as sovereign wealth funds.
David C
Series 63, Series 65
Chatham, IL
Kestra Advisory
David Coonrod is an investment advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He is president of Coonrod & Associates, P.C., an accounting and tax practice, and serves as a trustee for Chatham Baptist Church. Additionally, he pursues music as a personal interest. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, supporting fiduciary services and offering access to multiple management platforms and third-party solutions.
Steffen R
Series 66
Pawnee, IL
Thrivent Investment Management
Steffen Ryan is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise and in educational institutions. He is also a former notary public who provided notarization services for clients at his prior firms. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based, holistic financial planning without discretionary trading authority. The firm emphasizes planning tailored to diverse needs and allows clients to combine these services with managed accounts under a consolidated billing option.
Dax C
Series 66
Chatham, IL
Ameriprise
Dax Campbell is a financial advisor with Ameriprise in Chatham, IL, holding a Series 66 designation and bringing 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Campbell is involved in business ownership and property management activities unrelated to investment advisory services. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm employs a centralized consulting team and combines research, modeling, and tax analysis to deliver personalized, non-discretionary advice.
Lesley H
Series 63, Series 66
Chatham, IL
Fidelity
Lesley Hall is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2007. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.
Thomas S
Series 63, Series 65
Virden, IL
Cetera
Thomas Stoecker is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Summit Financial Group and Legacy Financial Group. Outside of his advisory role, Stoecker serves as Treasurer and Honor Guard Captain for the American Legion, is the Shaw's Point Township Supervisor, a member of the Macoupin County Board of Review, and chairs the Macoupin County Republican Central Committee. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 advisors, offering portfolio management, financial planning, and fiduciary solutions. The firm combines advisor-managed accounts, model portfolios, and third-party solutions, with a notable integration of retirement and fiduciary services alongside its broad advisory platform.
Adam L
Series 63, Series 66
Chatham, IL
Edward Jones
Adam Liesman is a financial advisor with Edward Jones in Chatham, IL, holding Series 63 and Series 66 designations and 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he owns and manages a real estate rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm is known for its extensive retail advisor and branch network, as well as its affiliated investment and lending services.
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11 advisors near 62690
Out of 400,000+ nationwide