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159 advisors near
62293
within the area shown on the map
Out of 400,000+ nationwide
Robert F
Series 63, Series 65
Lebanon, IL
Markowski Investments
Robert Freshour is a financial advisor at Markowski Investments with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wealth Quest Planning and Wedgewood Partners, Inc. He has been with Freshour Financial since 2021. Markowski Investments provides personal financial planning and discretionary portfolio management to individuals, families, high-net-worth clients, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm employs a multi-asset strategic allocation approach that combines technical, fundamental, and chart analysis with cyclical and tactical adjustments, focusing on buy-and-hold strategies complemented by periodic portfolio reviews.
Michael N
Series 66
O'Fallon, IL
FRA Wealth Management LLC
Michael Nichols is a financial advisor with FRA Wealth Management LLC in O'Fallon, Illinois, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Mutual of America, The Prudential Insurance Company of America, Pruco Securities, LLC, and Wells Fargo Clearing Services LLC. Prior to his financial career, he had employment at The Sliced Pint and 54th Street Bar and Grill. FRA Wealth Management provides investment advisory and financial planning services to individuals, corporations, and trusts, with a focus on portfolio management and comprehensive financial planning. The firm uses an open-architecture investment model that integrates passive and active managers and offers access to trust and insurance products through affiliated companies.
Nicholas W
Series 65
O'Fallon, IL
FRA Wealth Management LLC
Nicholas Waeckerle is a financial advisor with FRA Wealth Management LLC in O'Fallon, IL. He holds a Series 65 designation and has been with FRA Trust since 2019. Prior to his current role, he worked in the restaurant industry and was involved with the First Baptist Church of O'Fallon. FRA Wealth Management provides investment advisory and financial planning services to individuals, corporations, and trusts. The firm uses an open-architecture investment model combining passive and active management, and offers both discretionary and non-discretionary portfolio management along with comprehensive financial planning.
Nicholas F
Series 65, Series 63
O'Fallon, IL
Visionary Wealth Advisors, LLC
Nicholas Fiala is a financial advisor with Visionary Wealth Advisors, LLC in O'Fallon, IL, holding Series 65 and Series 63 licenses and having four years of industry experience. His work history includes roles at Wells Fargo Clearing Services and TD Ameritrade. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to a variety of clients including individuals, trusts, estates, and charitable organizations. The firm employs model-based strategies and offers discretionary management with an investment process incorporating fundamental, technical, and cyclical analysis within an asset allocation framework.
Ian T
Series 66
Breese, IL
Midwestern Securities Trading Company, LLC
Ian Timimmermann is a financial advisor with Midwestern Securities Trading Company, LLC, holding a Series 66 designation and one year of industry experience. His prior work includes positions at Bradford National Bank and Knights of Columbus. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, charitable organizations, and community financial institutions. The firm offers financial planning, portfolio management, and fiduciary services, utilizing a combination of discretionary model portfolios and advisory recommendations supported by fundamental and technical research.
Jason B
CFP®, Series 63, Series 65
O'Fallon, IL
Visionary Wealth Advisors, LLC
Jason Baldus is a CFP® professional with 13 years of industry experience. He is affiliated with Visionary Wealth Advisors, LLC and Mass Mutual Life Insurance Company, where he has worked since 2014. Baldus holds Series 63 and Series 65 licenses. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars. The firm offers financial planning, consulting, and investment management using a blend of fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.
Rick M
Series 63, Series 65
Ofallon, IL
Integrated Advisors Network LLC
Rick Militello is a financial advisor with Integrated Advisors Network LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Militello Wealth Management since 2008 and Royal Alliance Associates from 1990 to 2019. Militello Wealth Management operates as an investment-related business under his ownership in both O’Fallon, IL, and Naples, FL. Integrated Advisors Network is a multi-team SEC-registered investment adviser offering portfolio management, financial planning, and consulting services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm employs a mix of fundamental and quantitative strategies within a risk-profile framework and frequently utilizes third-party sub-advisers and managed account solutions in its investment approach.
Donald P
ChFC®, Series 63, Series 65
Highland, IL
M HOLDINGS SECURITIES, Inc.
Donald Portell is a financial advisor at M HOLDINGS SECURITIES, Inc. with 35 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Portell Financial Services and DBP Wealth Advisory Group, where he currently serves as Principal. Outside of his advisory work, he is a member of the Board of Directors for the Highland Country Club. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm provides a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, supported by ongoing monitoring and annual client reviews.
David B
Series 63, Series 65
Highland, IL
M HOLDINGS SECURITIES, Inc.
David Bargetzi is a financial advisor with M Holdings Securities, Inc. and holds Series 63 and Series 65 licenses. He has 26 years of experience in the industry, including roles at Portell Financial Services, Inc. and Lucco Management Company LLC. In addition to his advisory work, he is involved in financial planning, insurance sales, and group term insurance administration through his other business activities. M Holdings Securities, Inc. serves a wide range of clients including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms. The firm provides advisory and brokerage services, including investment management, retirement plan consulting, and insurance advisory, utilizing discretionary and non-discretionary strategies supported by platform providers and third-party sub-advisors.
Scott V
Series 66
O'Fallon, IL
Visionary Wealth Advisors, LLC
Scott Vieregge is a financial advisor at Visionary Wealth Advisors, LLC in O'Fallon, Illinois, with 11 years of industry experience. He holds the Series 66 designation and has worked at Mass Mutual Life Insurance Company and Visionary Wealth Advisors since 2014. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team managing several billion dollars for a few thousand clients. The firm combines fundamental, technical, and cyclical analysis within a Modern Portfolio Theory-based asset allocation framework, offering both firm-designed and independent third-party managed portfolios.
Ronald J
Series 63, Series 65
O'Fallon, IL
Visionary Wealth Advisors, LLC
Ronald Jones is a financial advisor at Visionary Wealth Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Visionary Wealth Advisors since 2014. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team managing several billion dollars for a few thousand clients. The firm combines fundamental, technical, and cyclical analysis within a Modern Portfolio Theory framework and offers a range of model portfolios and management options tailored to client preferences.
Donstan P
Series 66
Highland, IL
M HOLDINGS SECURITIES, Inc.
Donstan Portell is a financial advisor with M HOLDINGS SECURITIES, Inc., holding a Series 66 designation and six years of industry experience. He has worked with DBP Wealth Advisory Group since 2021 and previously operated Portell Financial Services. Prior to his advisory career, he was employed by St. Louis Cardinals, LLC. M HOLDINGS SECURITIES, Inc. serves individual clients, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and professionals. The firm provides a range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, and insurance advisory, supported by platform providers and third-party sub-advisors.
Andrew M
Series 65
O'Fallon, IL
Visionary Wealth Advisors, LLC
Andrew Mullican is a financial advisor at Visionary Wealth Advisors, LLC with six years of industry experience. He holds a Series 65 designation and has concurrently held positions at the University of Illinois - Springfield and Edwardsville School District for over a decade each. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to a range of clients including individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset allocation framework based on Modern Portfolio Theory.
Daniel E
Series 63, Series 66
O Fallon, IL
Principal Advised Services
Daniel Exum is a financial advisor at Principal Advised Services with Series 63 and Series 66 licenses and three years of industry experience. He previously served in the US Air Force from 2015 to 2022 before transitioning to his current role. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm leverages proprietary models and third-party methodologies, and benefits from integration with the broader Principal Financial Group family, which supports access to affiliated products and services.
Anna M
Series 65
Ofallon, IL
Integrated Advisors Network LLC
Anna Militello is a financial advisor at Integrated Advisors Network LLC with five years of industry experience. She holds a Series 65 designation and has worked at Militello Wealth Management since 2014. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm offers portfolio management, financial planning, and consulting services using a combination of fundamental and quantitative analysis along with third-party manager platforms to implement client investment plans.
David S
Series 63, Series 65
O'Fallon, IL
Visionary Wealth Advisors, LLC
David Sink is a financial advisor at Visionary Wealth Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Visionary Wealth Advisors since 2015. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars for a few thousand clients. The firm offers financial planning, consulting, and both discretionary and non-discretionary investment management, employing a blend of fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.
Brent W
Series 63, Series 66
O'Fallon, IL
Benjamin F. Edwards & Company, Inc.
Brent Wilhelm is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with Benjamin F. Edwards since 2012. Outside of his advisory role, Brent serves as treasurer for the St. Teresa Athletic Association in Belleville, Illinois. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, corporations, and other institutions. The firm offers a range of fee-based wrap programs and investment management services utilizing both in-house and third-party strategies, with oversight by an Investment Strategy Committee.
Jeremiah A
Series 66
Ofallon, IL
Benjamin F. Edwards & Company, Inc.
Jeremiah Accola is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has six years of experience in the industry. Prior to joining Benjamin F. Edwards, he worked at Wells Fargo Advisors and KForce and served four years in the United States Marine Corps. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, pension plans, charitable organizations, and institutions. The firm offers a range of fee-based wrap programs and investment strategies monitored by an Investment Strategy Committee, combining custody and execution capabilities with internal trading desk operations.
Steven B
CFP®, Series 63, Series 65
O'Fallon, IL
First Command Advisory Services
Steven Bione is a CFP® professional with 24 years of experience, currently serving at First Command Advisory Services since 2015. He has been affiliated with First Command Financial Services, Inc. and First Command Financial Planning, Inc. since 2002. Outside of his advisory role, he is a member of Gateway Property Partners, LLC, which manages commercial rental properties. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs, delivering investment management through a centralized team and wealth portfolio managers who select from approved third-party managers.
Alan O
Series 63, Series 65
O'Fallon, IL
First Command Advisory Services
Alan Orr Jr. is a financial advisor at First Command Advisory Services with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Command since 1999 in various capacities. Outside of his advisory role, he is involved in several real estate ventures, including co-ownership of an LLC that built an office building leased to First Command. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers, utilizing model portfolios with mutual funds, ETFs, and third-party managers.
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Finding advisors...
159 advisors near
62293
within the area shown on the map
Out of 400,000+ nationwide