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401 advisors near
61611
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Steve W
Series 63, Series 66
Peoria, IL
LPL Financial
Steve Weers is a financial advisor with LPL Financial in Peoria, IL, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is the owner of Aviation Specialists, Inc., an aviation service company offering air charter, aircraft management, flight instruction, and aerial photography, and he works as an aircraft pilot crewmember for Kress Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, participant-level retirement advice, and institutional platforms, supporting a wide range of strategic and tactical investment approaches.
Brandon C
Series 66
Peoria Heights, IL
Wells Fargo Advisors
Brandon Crane is a financial advisor with Wells Fargo Advisors in Peoria Heights, IL, holding a Series 66 designation and nine years of industry experience. His career includes roles at Wells Fargo Clearing Services LLC, Cetera, Regions Bank, and Axa Advisors. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning options using proprietary research and tools, with clients able to implement recommendations through various brokerage or advisory programs.
Adam H
CFP®, Series 66
Peoria Heights, IL
Raymond James & Associates
Adam Hawks is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2011. He is a managing partner of Greenstar Farms, LLC, which manages his family’s agricultural operations. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning, investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.
Anthony A
Series 66
Peoria, IL
Morgan Stanley
Anthony Ault is a financial advisor at Morgan Stanley in Peoria, IL, holding a Series 66 designation with 12 years of industry experience. He has been with Morgan Stanley since 2014, including nine years at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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.
Jyl B
ChFC®, Series 63, Series 65
Peoria, IL
LPL Financial
Jyl Barnard is a financial advisor with LPL Financial in Peoria, IL, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 23 years of industry experience, with prior roles at Metlife Securities and MassMutual. Barnard has been involved in non-variable insurance and maintains entrepreneurial activities related to real estate rental. 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 variety of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of advisors and extensive investment and technology resources.
Anthony L
Series 63, Series 65
Peoria, IL
Equitable Advisors
Anthony Linthicum is a financial advisor with Equitable Advisors in Peoria, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory role, he volunteers with Berean Ministries, assisting with Bible study programs at the Peoria County Jail. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and diverse asset-management programs, utilizing third-party asset managers and advisory programs to tailor solutions based on clients’ risk tolerance and needs.
Ralph M
ChFC®, Series 63, Series 65
Washington, IL
Cambridge Investment Research Advisors
Ralph Martin is a financial advisor with Cambridge Investment Research Advisors in Washington, IL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 41 years of industry experience and has been with Cambridge Investment Research Advisors since 2015. Martin is also the owner of Martin Financial Services, which he has operated since 2001. Outside of advisory roles, he works as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, charitable organizations, and retirement-plan sponsors, offering financial planning, investment management, and retirement advisory services. The firm provides multiple investment platforms and both discretionary and non-discretionary management options, with access to proprietary and third-party model strategies.
Katherine W
Series 66
Peoria, IL
LPL Financial
Katherine Waggoner is a financial advisor at LPL Financial with three years of industry experience. She holds a Series 66 designation and has worked at Curtis Barnard Financial under LPL since 2022. Her previous work experience includes roles at Uniform Supply Inc and Advanced Technology Services. 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 and brokerage services, including financial planning, model portfolio programs, and institutional platforms, and supports advisors with research and operational tools.
Stephen F
Series 66
Peoria, IL
Merrill
Stephen Frank is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping individuals and families make the most of their financial resources by listening to their goals and providing clear, straightforward guidance. Stephen's approach centers on simplifying complex financial decisions and assisting clients in coordinating different aspects of their financial lives. His mission is to give clients greater confidence in their decisions today and in planning for their future. Stephen holds a Bachelor's Degree and a Master of Business Administration (MBA) from Millsaps College.
Keith K
CFP®, Series 63
Peoria Heights, IL
Wells Fargo Advisors
Keith Kinsey is a financial advisor at Wells Fargo Advisors with over 40 years of industry experience. He holds the CFP® designation and has worked at various Wells Fargo entities since 2009. Kinsey holds partial ownership interests in several investment-related ventures and commercial properties in Illinois. Wells Fargo Advisors serves individual, trust, and institutional clients with a broad range of investment and financial planning services, offering tailored recommendations supported by Wells Fargo research and planning tools. The firm integrates advisory services with other financial products and referral channels.
John W
ChFC®, Series 63
Morton, IL
Cambridge Investment Research Advisors
John Witzig is a ChFC®-designated financial advisor with 17 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has been with Cambridge entities since 2009 and also serves as vice president of Witzig Financial Strategies. Outside of his advisory role, he works as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a broad network of independent professionals, using a range of portfolio management solutions tailored to client objectives.
Adam S
CFP®, Series 63, Series 66
Morton, IL
Edward Jones
Adam Spangler is a Certified Financial Planner (CFP®) with 23 years of industry experience. He has been with Edward Jones since 2002. 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 under management through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.
Nathan G
Series 63, Series 66
Peoria, IL
Mass Mutual Investors Services
Nathan Gregg is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and three years of industry experience. He has a background that includes roles at Prosegur and Allied Universal, and he currently serves as a Chief Warrant Officer in the U.S. Army Reserve, providing intelligence analysis. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning using firm-approved tools and provides a range of services including asset management, wrap programs, and educational seminars.
Shaun L
Series 66
East Peoria, IL
Edward Jones
Shaun Lewis is a financial advisor with Edward Jones in East Peoria, IL, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, he was involved with New Castle Bible Church for three years and Civil Servant Ministries for twelve years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors.
Theresa G
Series 66
Peoria Heights, IL
Robert Baird & Co.
Theresa Guzman is a financial advisor at Robert Baird & Co. with 24 years of industry experience. She holds the Series 66 designation and has been with Robert Baird & Co. since 2015. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services, tailoring strategies to client goals and risk tolerances through both in-house and third-party managers.
Sarah F
Series 63, Series 66
Peoria, IL
Morgan Stanley
Sarah Freeman is a financial advisor at Morgan Stanley in Peoria, IL, with 18 years of industry experience. She has been with Morgan Stanley since 2009 and holds Series 63 and Series 66 credentials. 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 and financial planning services supported by structured discovery processes and firm-approved tools.
Brian S
Series 63, Series 66
Peoria, IL
LPL Financial
Brian Slater is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 18 years of industry experience. He previously worked at Edward Jones from 2009 to 2015 before joining LPL Financial. Outside of his advisory role, he is involved with Wealth Coach Financial LLC, a non-investment related business, and Gruber and Associates, which offers non-variable insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning and various portfolio management solutions, utilizing both proprietary and third-party strategies, supported by technology tools for research and operations.
Stephen G
Series 63, Series 65
Edwards, IL
LPL Financial
Stephen Gibbs is a financial advisor with LPL Financial in Edwards, Illinois, holding Series 63 and Series 65 credentials and possessing 42 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Merrill and Equitable Advisors. Gibbs also serves as a co-trustee for the Patricia A. Gibbs Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. Its offerings include financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a wide network of investment adviser representatives.
Vincent B
Series 66
Peoria, IL
Mass Mutual Investors Services
Vincent Bruno is a financial advisor with Mass Mutual Investors Services in Peoria, IL, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones from 2013 to 2020 before joining Mass Mutual Investors Services and MassMutual Life Insurance Company in 2020. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software and collaborative annual planning engagements.
Jeffrey S
Series 66
East Peoria, IL
OSAIC
Jeffrey Shanine is a financial advisor with OSAIC, holding a Series 66 designation and 18 years of industry experience. He worked at Woodbury Financial Services for 16 years before joining OSAIC in 2024. Outside of his advisory role, he owns Legacy Investment Services Inc., where he sells fixed life insurance, annuities, and health insurance. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, employing asset-allocation tools and automated rebalancing to construct portfolios across various asset classes.
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Finding advisors...
401 advisors near
61611
within the area shown on the map
Out of 400,000+ nationwide