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Derek H
Series 63, Series 65, Series 66
Woodstock, IL
LPL Financial
Derek Hartmann is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with LPL Financial since 2019. Outside of his advisory work, he occasionally caddies at a private golf club and is involved in restoration work through a separate business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients through a broad network. The firm offers a range of financial planning and investment management services, using model portfolios, third-party subadvisors, and customized strategies across various asset classes.
Jennifer W
Series 66
Crystal Lake, IL
Cetera
Jennifer Wilcoxen is a financial advisor with Cetera, holding a Series 66 designation and bringing 15 years of industry experience. She has worked with Cetera and its related entities since 2013 and previously spent over a decade at Exemplar Financial Network. Wilcoxen is also a branch manager for Tartan Financial Services, LLC, a financial services DBA. Cetera Investment Advisers LLC is a large SEC-registered firm supporting a nationwide network of independent advisors. The firm serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning services through multiple program structures and affiliated managers.
Michael G
Series 63, Series 66
Fox River Grove, IL
Fidelity
Michael Germain is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Scura Paley Securities, MS Howells & Co, and O'shares. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it serves a range of clients including registered investment companies and an IRS-qualified Charitable Gift Fund.
Vicki N
Series 63, Series 65
McHenry, IL
Cetera
Vicki Nielsen is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her work history includes roles at Voya Financial Advisors and Integrity Financial Professionals, where she is also president and owner. Nielsen is an alumni member of Leadership Greater McHenry County and participates in local community activities such as the McHenry County Task Force on Aging and serving as a volleyball scorekeeper at Alden-Hebron High & Middle School. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a wide range of portfolio management and financial planning services, supported by a network of over 10,000 advisors and managing over $256 billion in assets.
Stacey S
Series 66
Wauconda, IL
Edward Jones
Stacey Stickle is a Series 66 licensed financial advisor with Edward Jones, based in Wauconda, IL, and has 16 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets with a large national network of advisors and branch offices.
Allen H
Series 66
Lake Villa, IL
LPL Financial
Allen Hall is a financial advisor with LPL Financial holding a Series 66 designation and 17 years of industry experience. His career includes roles at Merrill, Bank of America, Edward Jones, and Cetera Advisor Networks. He is also associated with Exemplar Financial Network, operating a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions utilizing both proprietary and third-party strategies, supported by advanced operational tools.
Robert B
ChFC®, Series 63
Antioch, IL
Blameuser Asset Management
Robert Blameuser is a ChFC®-designated financial advisor with 23 years of industry experience. He is the principal of Blameuser Asset Management, having previously worked for First Midwest Securities, Inc. for 16 years. Outside of finance, he is an active trumpet player in various bands and may also teach music. Blameuser Asset Management provides portfolio management and financial planning services for both institutional clients and individual investors. The firm combines individualized investment strategies with insurance brokerage services and manages approximately $4.5 million in assets across about 25 clients.
Keith S
CFP®, Series 63, Series 66
Crystal Lake, IL
Wynstone Investment Advisors, LLC.
Keith Schoepke is a CFP® professional with 19 years of industry experience. He is the sole advisor at Wynstone Investment Advisors, LLC, an independent firm based in Crystal Lake, IL. His prior experience includes roles at J.P. Morgan Securities Inc. and LaSalle Financial Services, Inc. Wynstone Investment Advisors serves clients independently, focusing on personalized financial planning and investment management.
Douglas R
Series 63, Series 65
Mundelein, IL
Renz Financial Group, LLC
Douglas Renz is a financial advisor at Renz Financial Group, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses. In addition to his advisory role, Renz works as a Business Intelligence Architect at Takeda Pharmaceuticals. Renz Financial Group, LLC is an independent firm serving clients with personalized financial advice.
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