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496 advisors near
60119
within the area shown on the map
Out of 400,000+ nationwide
Corey H
Series 63, Series 66
Sycamore, IL
LPL Financial
Corey Hausen is a financial advisor with LPL Financial based in Sycamore, Illinois. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. His prior work includes roles at Heartland Bank and Trust Company, The Prudential Insurance Company of America, BMO Harris Bank, and PNC Investments. Outside of his advisory work, he is also a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Michael C
Series 66
St Charles, IL
Edward Jones
Michael Corbett is a financial advisor at Edward Jones in St Charles, IL, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones serves more than four million individual and institutional clients, offering a wide range of wealth management services through a nationwide network of financial advisors and branch offices. The firm provides both discretionary and non-discretionary investment strategies, access to separately managed accounts, and operates under a fiduciary standard.
Joshua V
Series 63, Series 66
St Charles, IL
Edward Jones
Joshua Van Namen is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has worked in the financial services sector since 2006, including 16 years at Country Insurance & Financial Services before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment advisory programs and maintains a large network of financial advisors and branch offices nationwide.
Robert J
CFP®, Series 63
West Chicago, IL
OSAIC
Robert Jones is a financial advisor at OSAIC with 44 years of industry experience. He holds the CFP® and Series 63 designations. Prior to joining OSAIC in 2023, he worked for FSC Securities Corporation for 30 years and has been associated with Lincoln National Life since 1980. He is also the owner of Jones Insurance Agency, which sells and services life and health insurance. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services utilizing model-based asset allocation and portfolio optimization, supported by multiple program options and a complex affiliate network.
Jeffrey M
Series 66
Naperville, IL
Edward Jones
Jeffrey Meyers is a financial advisor at Edward Jones with 23 years of industry experience. He holds the Series 66 designation and has worked with Edward Jones since 2008, following prior roles at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. Outside of advisory work, he is involved in property rental management in Wheaton, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including retirement plans, corporate entities, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, operating under a fiduciary standard.
Amanda W
Series 63, Series 65
Geneva, IL
Fidelity
Amanda Welter is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked within various Fidelity entities since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to diverse clients, including retail and institutional investors, using a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, fund advisory services, and model portfolios, with oversight that addresses conflicts of interest.
Jorn Erik M
Series 66
Oswego, IL
Equitable Advisors
Jorn Erik Madsen is a financial advisor at Equitable Advisors with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones and Mutual of Omaha. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations with financial planning, retirement plan consulting, and asset management programs. The firm uses a variety of advisory models and third-party managers to deliver services, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.
Tyler M
Series 63, Series 66
Saint Charles, IL
LPL Financial
Tyler Mccoy is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Charles Schwab and Charles Schwab Bank from 2016 to 2021. 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 financial planning and portfolio management services supported by a large network of advisors and integrated technology tools.
Robert M
Series 66
South Elgin, IL
Edward Jones
Robert Murdock is a financial advisor at Edward Jones with six years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2019 and is also the owner and partner of Outlets419 INC, an online eBay sales business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Leonard E
Series 66
Sycamore, IL
Fidelity
Leonard Eisele is a Series 66 licensed financial advisor with Fidelity in Sycamore, IL, with one year of industry experience. Prior to joining Fidelity, he worked with Thrivent Financial and Thrivent Investment Management Inc, and he has also served as an independent contractor reporting on local high school and college sporting events for Shaw Media. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.
Marissa C
Series 66
Geneva, IL
Raymond James Financial
Marissa Campbell is a financial advisor at Raymond James Financial Services Advisors, Inc. with six years of industry experience. She holds a Series 66 designation and has held multiple roles at firms including Morton, Campbell & Shannon and MM Campbell Financial, Inc., where she serves as an officer. Outside of her advisory work, she is involved with supporting branch operations and client development through her roles in affiliated business entities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through advisory programs, municipal finance, and specialized retirement plan services.
Robert R
Series 66
St Charles, IL
Ameriprise
Robert Rudnicki is a financial advisor at Ameriprise with 18 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2008. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations. The firm serves a wide range of clients through advisory, brokerage, and insurance solutions typical of a large institutional firm.
Brian Z
Series 63, Series 65
St Charles, IL
Ameriprise
Brian Zdeblick is a financial advisor at Ameriprise with 12 years of industry experience. He previously worked at Fidelity Investments and Nuveen Investments. Outside of his advisory role, he serves on the Board of Directors for the Tri City Chargers Youth Football organization in St. Charles, Illinois. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendation reports and ongoing annual planning focused on dependable income sources and tax-aware withdrawal strategies.
Stephanie R
CFP®, Series 63, Series 66
Oswego, IL
Wells Fargo Advisors
Stephanie Ross is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2025. Her prior roles include six years at Edward Jones and leadership of Stephanie Hartke Agency, Ltd., an insurance agency she managed until 2019. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutions, utilizing proprietary research and planning tools to create tailored recommendations across various planning areas including retirement, education, and business-owner transition planning.
Travis T
Series 66
Sycamore, IL
Raymond James & Associates
Travis Thompson is a financial advisor with Raymond James & Associates holding a Series 66 designation and four years of industry experience. He previously worked for FNBO for ten years before joining Raymond James in 2022. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension and profit-sharing plans, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Roger S
Series 63, Series 66
Batavia, IL
Edward Jones
Roger Stoneberg is a financial advisor with Edward Jones in Batavia, Illinois, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1985. 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 advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.
Donald S
ChFC®, Series 63, Series 65
Sycamore, IL
OSAIC
Donald Skadow Jr. is a financial advisor with OSAIC, holding the ChFC® designation and Series 63 and 65 licenses. He has 45 years of industry experience, with prior roles at LPL Financial, Centaurus Financial, Inc., and Equitable Advisors. Skadow also works as a registered representative with Service 1 Financial Group and is an agent for Crump Life Insurance, focusing on life insurance and fixed annuities. OSAIC serves a diverse client base including retail and institutional investors, retirement plan sponsors, and charities. The firm utilizes a multi-advisor platform offering brokerage and advisory services with a model-based investment process emphasizing portfolio optimization, risk management, and a range of managed account options.
Michael F
Series 66
Geneva, IL
Edward Jones
Michael Flentge is a Series 66 licensed financial advisor with Edward Jones in Geneva, IL, where he has worked for 14 years. His entire professional experience has been with Edward Jones since 2012. 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 options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.
Carla C
Series 66, Series 63
Sycamore, IL
Edward Jones
Carla Capasso Stonecipher is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and four years of industry experience. Her prior roles include positions at Bank of America, Merrill, and Northwestern Mutual. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.
Jeffrey K
Series 63, Series 65
Bristol, IL
LPL Financial
Jeffrey Kellett is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 40 years of industry experience. His prior firms include Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and The Financial Group, where he has worked since 1984. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions supported by proprietary research and third-party subadvisors.
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496 advisors near
60119
within the area shown on the map
Out of 400,000+ nationwide