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228 advisors near
62670
within the area shown on the map
Out of 400,000+ nationwide
Michael S
Series 65
Springfield, IL
Michael J.. Schussele, CPA
Michael Schussele is the sole advisor at Michael J. Schussele, CPA, an independent firm based in Springfield, IL. He holds a Series 65 designation and has 18 years of industry experience. His career includes longstanding operation of his own firm since 1997. The firm provides investment advice primarily to individual investors, as well as trusts, partnerships, corporations, not-for-profits, and retirement plans. It emphasizes personalized investment recommendations based on fundamental and technical analysis, supported by independent research and risk assessment tools, delivering services in person or through a virtual practice.
Joseph O
CFP®
Springfield, IL
Lighthouse Financial & Consulting Services, LLC
Joseph Oettel is a CFP® professional with 17 years of experience in financial advising. He has been with Lighthouse Financial & Consulting Services, LLC since 1999 and serves as the firm's sole advisor. Outside of his advisory role, he is a managing member of Integrity Properties, LLC. Lighthouse Financial & Consulting Services, LLC is an independent registered investment adviser managing approximately $15.6 million in discretionary assets. The firm serves individuals, high-net-worth clients, and trusts, providing portfolio management and fee-based financial planning services with a focus on Medicaid planning and insurance advice. Its investment approach incorporates various analytic methods and primarily utilizes exchange-traded funds and U.S. Treasury securities.
Bradley B
CFP®, Series 63, Series 65
Chatham, IL
Bobb Financial Incorporated
Bradley Bobb is a CFP® with 24 years of industry experience and is the sole advisor at Bobb Financial Incorporated, an independent advisory firm based in Chatham, IL. His work history includes roles at United Planners Financial Services and Federal Consulting. The firm offers discretionary investment management and modular financial planning services, managing approximately $86.1 million in assets for individuals, high-net-worth clients, and businesses. Bobb Financial primarily uses passive, asset-class-based portfolios with index mutual funds and ETFs, supplemented by fundamental and technical analysis, and is noted for providing educational seminars and paid speaking engagements.
Walter L
Series 65
Springfield, IL
Salt Creek Hills Money, Ltd.
Walter Lynn is a Series 65-licensed financial advisor with 14 years of industry experience. He has been principal at Salt Creek Hills Money, Ltd. since 2014 and also has experience at Skinner, Copper & Ehmen Wealth Management, LLC and Salt Creek Consulting, Ltd. Outside of his advisory work, Lynn serves as trustee of the Walter Lynn, Sr. Trust, manages Lynn Farms, LLC, and is president of Rustic Acres, Inc. Salt Creek Hills Money, Ltd. provides investment advisory services primarily to individuals and pension and profit-sharing plans. The firm follows a non-discretionary, modern portfolio theory-based approach, focusing on mutual funds and collaborating with third-party money managers to implement client strategies.
David G
Series 63, Series 66
Springfield, IL
Advanced Trader Investment Advisors, LLC.
David Gundy is a financial advisor with Advanced Trader Investment Advisors, LLC in Springfield, IL, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with ATIA Wealth Management Group since 2013. Advanced Trader Investment Advisors, LLC provides portfolio management, asset-allocation consulting, and financial planning to individuals, ultra-high-net-worth clients, corporate executives, and retirement plan sponsors. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to manage portfolios using various trading strategies, including long- and short-term positions, short sales, margin, and options.
Jerald B
CFP®
Springfield, IL
Wealth Management Services,LLC
Jerald Barkmeier is a CFP® professional with 27 years of experience in the financial services industry. He is the President and sole shareholder of The Barkmeier Group, a tax firm providing accounting, tax preparation, and consulting services. Barkmeier is also the manager and sole shareholder of Wealth Management Services, LLC, where he has worked since 1998. Wealth Management Services, LLC offers personalized, fee-only financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic core-and-satellite asset allocation approach, focusing on passive index and ETF exposures complemented by selective active funds and global diversification.
Gregory L
CFP®, Series 65
Springfield, IL
Langdon Financial Management, Inc.
Gregory Langdon is a CFP® and holds a Series 65 license with 28 years of industry experience. He has been the principal of Langdon Financial Management, Inc. since 1993. Langdon Financial Management, Inc. provides investment advisory and tax consulting services to individuals and small businesses, focusing on retirement and brokerage account planning. The firm offers integrated tax preparation and portfolio management, emphasizing asset protection and long-term growth strategies.
James B
CFP®
New Berlin, IL
Blankenship Financial Planning, Ltd.
James Blankenship is a CFP® with 22 years of industry experience and is a principal at Blankenship Financial Planning, Ltd. He has worked at AIG since 1987. Outside of his advisory work, he serves as treasurer for both the New Berlin Fire Protection District and the Sangamon County Fair Association. Blankenship Financial Planning, Ltd. provides fee-only financial planning and investment advisory services to individuals, families, small businesses, and charities. The firm employs a long-term buy-and-hold investment philosophy focused on low-cost index and exchange-traded funds, tailoring recommendations to clients’ goals and risk tolerance.
Wendi B
Series 65
Springfield, IL
Langdon Financial Management, Inc.
Wendi Brincken is a financial advisor at Langdon Financial Management, Inc. in Springfield, IL, holding a Series 65 designation with 11 years of industry experience. She has been with Langdon Financial Management since 2009. Outside of her advisory role, she co-owns a carpet and upholstery cleaning business where she handles phone and administrative duties. Langdon Financial Management, Inc. serves individuals and small businesses with investment advisory and tax consulting services, emphasizing retirement and brokerage account planning. The firm integrates tax preparation services with investment advice and focuses on long-term strategies that balance asset protection and growth.
Sterling R
CFP®, ChFC®, Series 63, Series 65
New Berlin, IL
Blankenship Financial Planning, Ltd.
Sterling Raskie is a CFP® and ChFC® with 15 years of experience in financial advising. He has been with Blankenship Financial Planning, Ltd. since 2012. Outside of his advisory role, he moderates online classes for The American College and is involved in personal financial counseling for military servicemembers. Blankenship Financial Planning, Ltd. provides fee-only financial planning and investment advisory services to individuals, families, small businesses, and charities. The firm follows a fundamental, long-term buy-and-hold investment philosophy using primarily low-cost index funds and ETFs, with an emphasis on tailored, tax-aware advice and flexible engagement models.
Debra P
CFP®, Series 65
Springfield, IL
Wealth Management Services,LLC
Debra Peters is a CFP® and holds a Series 65 license with 22 years of industry experience. She has been affiliated with Wealth Management Services, LLC since 2003 and The Barkmeier Group, Inc. since 2004, where she is also involved in tax planning and tax return preparation. Wealth Management Services, LLC offers fee-only financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic, core-and-satellite asset allocation approach with an emphasis on global diversification and coordinates closely with legal and accounting professionals on complex tax and estate matters.
Ross H
CFP®, Series 63, Series 65
Springfield, IL
KEB Wealth Advisors
Ross Hager is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with KEB Wealth Advisors in Springfield, IL, where he has worked since 2019. Prior to that, he held roles at Raymond James Financial Services Advisors and Busey Investment Services. KEB Wealth Advisors serves a diverse client base including individuals, trusts, corporations, and not-for-profit organizations, offering investment management, financial planning, and retirement plan advisory services. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory and is affiliated with the accounting firm Kerber, Eck & Braeckel LLP.
Lawrence D
Series 65
Springfield, IL
Skinner, Copper & Ehmen Wealth Management, LLC
Lawrence Davsko is a financial advisor at Skinner, Copper & Ehmen Wealth Management, LLC with 26 years of industry experience. He holds a Series 65 designation and has been with the firm since 2012. Outside of his advisory role, he provides information technology consulting and support to small business clients through a separate business entity. Skinner, Copper & Ehmen Wealth Management offers investment advisory and financial planning services to individuals, high net worth clients, pension and profit sharing plans, trusts, estates, and charitable organizations. The firm employs a strategic, Modern Portfolio Theory-based approach to build globally diversified, asset-allocated portfolios primarily consisting of mutual funds, ETFs, and other investment vehicles.
Steven D
PFS™, Series 65
Springfield, IL
KEB Wealth Advisors
Steven Dumstorff is a financial advisor at KEB Wealth Advisors in St. Louis, MO, with 25 years of industry experience. He holds the PFS™ designation and Series 65 license. Since 2013, he has been associated with both KEB Wealth Advisors and the affiliated accounting firm Kerber, Eck & Braeckel LLP, where he also works as a CPA. KEB Wealth Advisors serves individuals, trusts, partnerships, corporations, nonprofits, and retirement plans, providing investment management, financial planning, and employee benefit advisory services. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory and utilizes third-party managers and unique offerings such as interval funds and cash aggregation services.
Melanie L
Series 63, Series 65
Springfield, IL
Skinner, Copper & Ehmen Wealth Management, LLC
Melanie Lesko is a financial advisor with Skinner, Copper & Ehmen Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Skinner, Copper & Ehmen Wealth Management since 2007 and also has a long-standing involvement with Lesko Construction, a business she co-owns. Skinner, Copper & Ehmen Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, pension and profit sharing plans, trusts, estates, and charitable organizations. The firm employs a strategic, Modern Portfolio Theory-based approach to build globally diversified, asset-allocated portfolios primarily using mutual funds, ETFs, and separately managed accounts.
Kelly W
Series 65
Springfield, IL
Sikich Financial
Kelly Wiley is a financial advisor with Sikich Financial who holds a Series 65 designation and has eight years of industry experience. Her prior experience includes roles at Hightower Advisors, Kestra Private Wealth Services, TC Wealth Partners, and Brookstone Capital Management. Sikich Financial is an SEC-registered multi-team advisory firm serving individuals, retirement and profit-sharing plans, trusts, estates, and business entities. The firm provides integrated wealth management combining financial planning and portfolio management, with an investment approach based on modern portfolio theory implemented through multiple platforms and a mix of in-house and third-party managers.
Paul S
CFP®, Series 63, Series 65
Springfield, IL
Sikich Financial
Paul Staniszewski is a financial advisor at Sikich Financial with 29 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Savant Wealth Management, ONE Advisory Partners, Carlson Financial, Edelman Financial Engines Advisors, and Waddell & Reed. Sikich Financial is a multi-team SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm offers integrated wealth management with a focus on asset allocation based on modern portfolio theory, utilizing a combination of in-house advice and third-party managers.
Brook S
Series 65
Springfield, IL
KEB Wealth Advisors
Brook Soebbing is a financial advisor at KEB Wealth Advisors with a Series 65 designation and two years of industry experience. Prior to joining KEB Wealth Advisors in 2021, he held positions at Lincoln Chrysler Dodge Jeep, LHC Group, University of Louisiana at Lafayette, and Lincoln Land Community College. KEB Wealth Advisors is a multi-advisor firm managing approximately $1.27 billion for around 662 clients, offering investment management, financial planning, and employee benefit services. The firm employs an evidence-based, long-term investment approach that incorporates Modern Portfolio Theory, Monte Carlo analysis, and a range of low-turnover investment vehicles, while maintaining a close affiliation with an accounting firm to provide coordinated tax, estate, and business-sale planning.
Valerie T
Series 63, Series 66
Springfield, IL
Sikich Financial
Valerie Turner is a financial advisor with Sikich Financial in Springfield, IL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her career includes roles at Osaic Wealth, INC., Sikich Capital Management LLC, Triad Advisors, and Wells Fargo Advisors. Sikich Financial is an SEC-registered wealth management firm with approximately 19 advisors and $920 million in regulatory assets under management. The firm serves individuals, pension and profit-sharing plans, trusts, estates, and business clients, employing a diversified, asset-class-based investment approach focused on passively managed strategies.
Gina R
PFS™, Series 65
Springfield, IL
KEB Wealth Advisors
Gina Reeves is a financial advisor at KEB Wealth Advisors in St. Louis, MO, with 22 years of industry experience. She holds the PFS™ designation and Series 65 license. In addition to her advisory role, she is a CPA with Kerber, Eck & Braeckel LLP, where she has worked since 2013. KEB Wealth Advisors serves individuals, trusts, partnerships, corporations, nonprofits, and retirement plans by providing investment management, financial planning, and employee benefit advisory services. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory and maintains a close affiliation with the accounting firm Kerber, Eck & Braeckel LLP.
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Finding advisors...
228 advisors near
62670
within the area shown on the map
Out of 400,000+ nationwide