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401 advisors near
61611
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Ethan K
Series 63, Series 65
Peoria, IL
Equitable Advisors
Ethan King is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and two years of industry experience. His background includes service in the US Army and roles at Loyola University Chicago. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes third-party asset managers and LPL-sponsored advisory programs to deliver its services.
Todd B
Series 63, Series 65
Peoria, IL
Morgan Stanley
Todd Barlow is a financial advisor with Morgan Stanley in Peoria, IL, holding Series 63 and Series 65 licenses and having 38 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory work, Barlow serves as an industry panelist for NASD dispute resolution and is the president of the board for GenOn Ministries. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.
Cheryl R
Series 66
Pekin, IL
Raymond James & Associates
Cheryl Reed is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 21 years of industry experience. Her career includes over a decade with Raymond James Financial and prior roles at Busey Investment Services and South Side Bank. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services supported by a nationwide adviser network and a variety of portfolio management strategies.
Sherry M
Series 63, Series 66
Peoria, IL
Edward Jones
Sherry Meyer is a financial advisor with Edward Jones in Peoria, IL, holding Series 63 and Series 66 credentials and over 33 years of industry experience. She has been with Edward Jones since 1992. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.
Mc Kenna R
Series 66
Peoria, IL
Merrill
Mc Kenna Richardson is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, Richardson worked at Morton Community Bank and Commerce Bank. Outside of finance, Richardson has held roles in the hospitality sector, including positions at The Forge Steakhouse and West Dublin Pub. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.
William R
Series 63, Series 65
Peoria, IL
LPL Financial
William Russell is a financial advisor with LPL Financial in Peoria, Illinois, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Raymond James Financial Services, South Side Bank, and PNC Investments prior to joining LPL Financial in 2018. He is also involved with Better Banks, where he operates an investment strategy business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms.
Morgan F
Series 66
Peoria, IL
Merrill
Morgan Ferrenburg is a financial advisor at Merrill with four years of industry experience and holds a Series 66 designation. Prior to joining Merrill and Bank of America in 2021, he worked in various roles including positions at Illinois State University and Heartland Community College. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.
Jenni C
CFP®, Series 66
Peoria, IL
Edward Jones
Jenni Case is a CFP® and Series 66-registered financial advisor with Edward Jones in Peoria, IL, bringing nine years of industry experience. Prior to joining Edward Jones in 2016, she worked at Caterpillar Inc. from 2011 to 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory and investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.
Alicia C
ChFC®, Series 63, Series 65
Peoria, IL
LPL Financial
Alicia Curtis is a financial advisor with LPL Financial in Peoria, IL, holding the ChFC® designation along with Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Metlife Securities Inc. Curtis is involved in a tax and investment-related business entity called Curtis and Dearing Riverfront Properties, established for office expense purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a wide range of advisory and brokerage services through a large network of investment adviser representatives, offering customizable strategies, model portfolios, and institutional platforms.
Matthew G
Series 63, Series 65
Peoria Heights, IL
Raymond James & Associates
Matthew Glatz is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with Raymond James since 2011. Outside of advising, he is involved in several business ventures including agricultural operations and partnership roles. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base through tailored financial planning, non-discretionary investment consulting, and institutional advisory services, supported by a wide range of portfolio management styles and affiliated research resources.
Angelica P
Series 66
Peoria, IL
OSAIC
Angelica Phipps is a financial advisor at OSAIC with two years of industry experience. She holds a Series 66 designation and has previously worked at Woodbury Financial Services, Northwestern Mutual, and IFP. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients, offering integrated brokerage and investment advisory services, financial planning, and access to multiple advisory platforms and third-party money managers. The firm employs asset-allocation tools and automated rebalancing to build portfolios that include a variety of investment types, managed on discretionary or non-discretionary terms.
Eric O
Series 66
Washington, IL
Cambridge Investment Research Advisors
Eric Obalil is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at LPL Financial, Ic Advisory Services, The Investment Center, and Royal Alliance Associates. He serves on the board of the Washington Township United Fund and owns Alexander Financial, an insurance and benefits business. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts through financial planning, investment management, and retirement advisory services. The firm offers a variety of investment solutions, including proprietary models and access to unaffiliated strategists, tailored to client objectives across multiple custody platforms.
David H
Series 66
Peoria, IL
OSAIC
David Hohmann is a financial advisor at OSAIC with 26 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Woodbury Financial Services, Grove Point Investments, Nest Egg Wealth Management, and H. Beck, Inc. He is involved in managing an insurance agency providing health sharing accounts, Medicare supplements, and life insurance products. OSAIC serves a diverse group of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party money managers and wrap programs.
James T
Series 63, Series 65
Peoria Heights, IL
Cetera
James Taylor is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including First Allied Advisory Services and First Allied Securities. Since 2020, he has been associated with Cetera and its related entities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients across wealth segments, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.
Hank S
Series 66
Peoria, IL
LPL Financial
Hank Skaggs is a financial advisor with LPL Financial, holding a Series 66 credential and eight years of industry experience. He has worked at several firms, including Cefcu and CUNA Brokerage Services. Outside of his advisory role, he is a wedding officiant and owns a small shoe shine business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services and platforms, utilizing both proprietary and third-party strategies to address diverse client needs.
Joshua N
Series 63, Series 66
Peoria, IL
J.P. Morgan Securities
Joshua Noel is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2014. Outside of finance, he operated a woodworking business from 2013 to 2016. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers advisory services alongside affiliated brokerage and investment management capabilities on a non-discretionary basis.
Aaron O
CFP®, ChFC®, Series 66
Peoria, IL
Edward Jones
Aaron Osing is a CFP® and ChFC® professional with six years of industry experience. He has been with Edward Jones since 2019. Prior to joining Edward Jones, he worked at Illinois State University and Bass Pro. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.
Chad T
Series 63, Series 66
Peoria, IL
Edward Jones
Chad Truelove is a financial advisor at Edward Jones with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Robert W Baird and First Mid-Illinois Bank. Outside of his advisory work, he performs music at charity events, singing and playing guitar. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and supports its offerings with a large nationwide network of advisors and branch offices.
Benjamin L
Series 63, Series 65
Bartonville, IL
LPL Enterprise
Benjamin Lawson is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His career includes roles at Prudential Financial from 2012 to 2023, followed by positions at COUNTRY Capital Management and COUNTRY insurance affiliates before joining LPL Enterprise and Legacy Retirement Strategies. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutions, using model-driven investment implementation and offering access to third-party asset managers and insurance products through affiliated entities.
Andrew C
Series 66
Peoria, IL
Morgan Stanley
Andrew Chambers is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 license and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2010. Chambers serves as a board member and investment committee member for Illinois Valley Public Telecommunications in Peoria, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.
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Finding advisors...
401 advisors near
61611
within the area shown on the map
Out of 400,000+ nationwide