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Timothy F

Series 63, Series 66

Jacksonville, IL

STIFEL

Timothy Flinn is a financial advisor with Stifel, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior roles include positions at LPL Financial LLC, Midwestern Securities Trading Company, LLC, and The Farmers State Bank and Trust Company. He serves on the boards of multiple community organizations in Jacksonville, Illinois, including Prairieland United Way, Jacksonville Main Street, and The Art Association of Jacksonville. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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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.

General retirement planning Income planning
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Michael L

Series 63, Series 66

Jacksonville, IL

STIFEL

Michael Lansden is a financial advisor with Stifel who holds Series 63 and Series 66 licenses and has 33 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2008. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis from its Investment Strategy Group, providing asset allocation and planning guidance that supports client decision-making.

General retirement planning Income planning
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