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252 advisors near
60098
within the area shown on the map
Out of 400,000+ nationwide
Jeffrey B
Series 63, Series 65
Woodstock, IL
Wells Fargo Advisors
Jeffrey Bobrowicz is a financial advisor at Wells Fargo Advisors with 43 years of industry experience. He has been with Wells Fargo and its affiliates since 2009, including roles at Wells Fargo Clearing. He holds the Series 63 and Series 65 licenses. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and utilizes proprietary research and tools to develop tailored recommendations.
John T
Series 65, Series 63
Crystal Lake, IL
LPL Financial
John Treptow is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at JP Morgan Securities LLC and JPMorgan Chase Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.
Stephanie J
CFP®, Series 66
Crystal Lake, IL
Fidelity
Stephanie Johnston is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role she has held since 2025. Prior to this, she served as a Planning Consultant at Fidelity Investments from 2023 to 2024. Stephanie has been working in the financial services industry since 2008, with progressive experience including positions at Baird, Exemplar Financial Network, Ameriprise Financial, Raymond James at Blackhawk Bank, and Baird again. Her expertise includes benefits and financial planning, having held multiple consultant and specialist roles throughout her career. Stephanie is committed to partnering with clients to understand their goals and develop personalized financial plans. Outside of her professional work, Stephanie enjoys camping, gardening, military service, reading, running, and volunteering.
Candace V
Series 66, Series 63
Crystal Lake, IL
LPL Financial
Candace Van De Voorde is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 15 years of industry experience. She previously worked at JP Morgan Securities and JPMorgan Chase Bank, and has operated Self/Corey Zeiger since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.
Stephen M
Series 63, Series 66
Lakewood, IL
Edward Jones
Stephen Middaugh is a financial advisor with Edward Jones in Lakewood, IL, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he is a member of White Barn Door LLC. 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 solutions, supported by a large national network of financial advisors and branch offices.
Lisa M
Series 66
McHenry, IL
LPL Financial
Lisa Micklevitz is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. She has been with LPL Financial since 2012. Outside of her advisory role, she serves as a notary public and assists her local township assessor with property inspections. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and various technology solutions.
Karen K
CFP®, Series 63, Series 65
Village of Lakewood, IL
LPL Financial
Karen Kwiatkowski is a CFP® professional with 43 years of industry experience, currently with LPL Financial since 2021. She previously spent 39 years at Waddell & Reed, Inc., along with extensive experience in insurance agencies and tax preparation services. Outside of her advisory work, she has been involved in tax preparation and accounting. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.
Brittany H
Series 66
Woodstock, IL
Wells Fargo Advisors
Brittany Hafferkamp is a Series 66 licensed financial advisor at Wells Fargo Advisors with two years of industry experience. Prior to joining Wells Fargo Advisors in 2022, she worked at Paychex, Inc. for nine years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, delivering tailored recommendations through meetings and client summary letters.
Megan K
Series 66
Harvard, IL
Edward Jones
Megan Kirchner is a financial advisor at Edward Jones in Harvard, Illinois, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2020, she worked at GoLeadingIT, Inc., RIVS, Inc., and Follett School Solutions. 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, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.
Robert G
Series 66
Huntley, IL
Edward Jones
Robert Gajewski Jr. is a financial advisor at Edward Jones with seven years of industry experience. He has held roles at Edward Jones since 2018 and previously worked at Service Printing Corporation and Trend Graphics Inc. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated services supported by a nationwide network of more than 23,000 financial advisors.
Jennifer C
Series 66
Fox River Grove, IL
Robert Baird & Co.
Jennifer Curtiss is a Series 66-licensed advisor at Robert W. Baird & Co. with 17 years of industry experience. She has been with Robert W. Baird since 2008. Outside of her advisory role, she serves as President of the Picnic Grove Homeowners' Association and is a member of the Board of Trustees for the Village of Fox River Grove. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group provides tailored financial planning and portfolio management services, utilizing a range of strategies and both in-house and third-party managers.
Blake H
Series 66
Woodstock, IL
Wells Fargo Advisors
Blake Hafferkamp is a financial advisor at Wells Fargo Advisors with seven years of industry experience. He holds the Series 66 designation and has worked in various capacities within Wells Fargo since 2017, as well as at Northwestern Mutual from 2015 to 2017. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.
Jonathan M
Series 66
Spring Grove, IL
LPL Financial
Jonathan Mrowiec is a financial advisor with LPL Financial in Spring Grove, IL, holding a Series 66 designation and 13 years of industry experience. He previously worked at Fifth Third Securities before joining LPL Financial in 2017. In addition to his advisory role, he teaches advanced tax and accounting courses as an adjunct instructor at Oakton Community College and as an assistant professor at Carthage College. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and third-party subadvisors.
Sharon S
Series 66
McHenry, IL
Edward Jones
Sharon Schwager is a financial advisor at Edward Jones with a Series 66 designation and seven years of industry experience. She has held prior roles at Creekview Wealth Management and previously worked at Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.
Paul M
Series 63, Series 65
Lake in the Hills, IL
OSAIC
Paul Maurin is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Royal Alliance Associates, Inc. since 2015. In addition to his advisory role, Maurin is involved in accounting and tax services through his ownership of Accountants & Financial Planning Associates and holds leadership positions in several business entities related to general accounting and insurance. OSAIC serves a wide range of retail and institutional clients, including high-net-worth individuals and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing firm-provided tools and multiple investment platforms to construct diversified portfolios tailored to client needs.
Heather T
Series 66
Cary, IL
LPL Financial
Heather Torseth is a financial advisor with LPL Financial based in Cary, IL, holding a Series 66 designation and six years of industry experience. Her prior work history includes roles at Citigroup, Securities America, and BMO Harris Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives, offering a range of advisory programs, retirement plan consulting, and brokerage services.
James L
Series 66
Spring Grove, IL
LPL Financial
James Larson is a Series 66 credentialed financial advisor with 19 years of industry experience. He has worked at LPL Financial since 2021 and has been with Harris Investor Services, Inc. since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by various model portfolios and research.
Eric B
Series 63, Series 65
McHenry, IL
LPL Financial
Eric Bowden is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at BMO Harris Financial Advisors and BMO Harris Bank. Bowden maintains a DBA entity for an LPL-related business in Gurnee, Illinois. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and incorporating model portfolios and research from various sources.
Jared T
CFA®, Series 66
Crystal Lake, IL
LPL Financial
Jared Tryon is a CFA® charterholder and holds the Series 66 designation with 17 years of industry experience. He is currently with LPL Financial, where he has worked since 2021. His prior experience includes roles at JPMorgan Securities LLC and JPMorgan Chase Bank NA, as well as Arbor Research & Trading, Inc. He is involved in a tax preparation and accounting referral business under Exemplar Accounting & Tax. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, institutions, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.
Jennifer H
Series 66
Crystal Lake, IL
Edward Jones
Jennifer Hemmy is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, she worked at Walgreens for eight years and Sears Holdings Corporation for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies and affiliated products through a nationwide network of financial advisors and branch offices.
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Finding advisors...
252 advisors near
60098
within the area shown on the map
Out of 400,000+ nationwide