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53 advisors near
70301
within the area shown on the map
Out of 400,000+ nationwide
Ryan G
Series 66
Thibodaux, LA
LPL Financial
Ryan Gill is a financial advisor with LPL Financial, holding a Series 66 license and 20 years of industry experience. He has been with LPL Financial since 2015 and previously worked at Capital One Financial Advisors. Outside of his advisory role, he is involved with several business entities related to his practice and consulting activities. 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 and model portfolio programs, supported by a large network of investment adviser representatives.
Luke D
Series 66
Thibodaux, LA
Ameriprise
Luke Dehart is a financial advisor at Ameriprise with a Series 66 credential and no prior industry experience. Before joining Ameriprise in 2025, he worked at Louisiana Tech University and Edward Douglas White Catholic High School. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers services through a centralized retirement-income consulting team.
Michael W
Series 66
Thibodaux, LA
Ameriprise
Michael Waguespack is a financial advisor with Ameriprise in Thibodaux, Louisiana, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise since 2012. Outside of his advisory role, Mr. Waguespack is involved in tax preparation through a CPA practice he co-owns and serves as CFO and treasurer for an industrial contracting firm. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.
Chasity C
Series 66
Raceland, LA
J.P. Morgan Securities
Chasity Collins is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. She has 10 years of industry experience and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors.
Jacques R
Series 66
Thibodaux, LA
Ameriprise
Jacques Rathle is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has previously worked at Callais Capital Management and Auburn Swim Camp. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that includes written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.
Paul M
Series 66
Thibodaux, LA
Ameriprise
Paul Mazarac is a Series 66 credentialed financial advisor with Ameriprise, based in Thibodaux, Louisiana, and has four years of industry experience. Prior to joining Ameriprise in 2021, he held roles outside the financial sector, including at Da Swamp Trampoline Park and Moe's Southwest Grill. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.
Samuel R
CFP®, Series 66
Thibodaux, LA
Edward Jones
Samuel Rodrigue is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds a Series 66 license and is based in Thibodaux, Louisiana. 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 programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.
Cade B
Series 63, Series 65, Series 66
Thibodaux, LA
Ameriprise
Cade Babineaux is a financial advisor with Ameriprise Financial Services, holding Series 63, 65, and 66 licenses and 17 years of industry experience. His prior work includes roles at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. He is co-owner of two non-investment-related businesses in Louisiana. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.
Michael B
Series 66
Thibodaux, LA
Edward Jones
Michael Bordelon is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016, following two years at Gulf Island Fabricators Inc / Dolphin Steel Sales, LLC. 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 network of financial advisors and branch offices nationwide.
Paul A
PFS™
Thibodaux, LA
Cetera
Paul Arceneaux is a financial advisor with Cetera who holds the PFS™ designation and has two years of industry experience. He has prior experience with Avantax Advisory Services and MassMutual and currently serves as a member and sole practitioner of an estate planning law office, providing individual clients with estate planning services. He also advises the Bureau of Ocean Energy Management on regulatory matters related to offshore oil and gas leases. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various program options and investment strategies.
Chase C
Series 66
Thibodaux, LA
Edward Jones
Chase Corte is a financial advisor with Edward Jones in Thibodaux, LA, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked at Schlumberger for eight years and at Utilities Optimization Group for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Wes T
Series 66
Thibodaux, LA
Ameriprise
Wes Toups is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. He has been with Ameriprise since 2023, following an extended period as a student. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds, offering detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice, supported by a centralized consulting team and algorithmic tools overseen by internal committees.
Catherine L
Series 63, Series 65
Thibodaux, LA
Ameriprise
Catherine Lovell is a financial advisor with Ameriprise in Thibodaux, Louisiana, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Her prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory work, she is a co-owner of a non-investment-related business in Thibodaux. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, using a centralized consulting team to deliver research-driven, tax-efficient recommendations tailored to individual retirement goals. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.
Blaire V
CFP®, Series 66
Thibodaux, LA
Edward Jones
Blaire Verdun is a CFP® professional with five years of industry experience, currently advising clients at Edward Jones since 2019. Prior to joining Edward Jones, Blaire worked in childcare and held a position at Nicholls State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products, supported by a nationwide network of approximately 23,701 financial advisors.
Casey R
Series 63, Series 65
Thibodaux, LA
LPL Financial
Casey Roberson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with LPL Financial since 2015 and previously worked at Capital One Advisors. Roberson is involved in business entities outside of his advisory role, including a consulting group. 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 services, including financial planning and access to model portfolios and third-party asset managers, supported by advanced operational tools.
Megan F
Series 66
Thibodaux, LA
J.P. Morgan Securities
Megan Frost is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 21 years of industry experience. She has been with J.P. Morgan Securities since 2016. Outside of her advisory role, she is a co-owner of MF Properties, LLC, which holds a rental property. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers services on a non-discretionary basis through a select group of Wealth Advisors.
Kylie K
Series 66
Thibodaux, LA
Ameriprise
Kylie Kern is a financial advisor at Ameriprise with 22 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory work, Kern serves as a director on the board of the Ben Meyer Foundation and is the treasurer of the local chapter of the Catholic Daughters of America in Schriever, LA. Ameriprise is an institutional firm that offers retirement-income planning services primarily for clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement recommendations, supported by a centralized consulting team.
Craig A
Series 63, Series 65
Thibodaux, LA
LPL Financial
Craig Authement is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory work, he is involved in a small business that operates a sno-ball truck serving local events and festivals. 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 financial planning and asset management services delivered through a large network of investment adviser representatives.
David P
Series 66
Thibodaux, LA
Ameriprise
David Ponson is a financial advisor with Ameriprise in Raceland, Louisiana, holding a Series 66 designation and 20 years of industry experience. He has worked with Ameriprise and its affiliates since 2005. Outside of his advisory role, he serves as Treasurer for the Lafourche Junior Bassmasters, a youth competitive bass fishing organization. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research and modeling with a focus on tax efficiency and adaptive withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.
Vanessa W
Series 66
Thibodaux, LA
Ameriprise
Vanessa Walker is a financial advisor at Ameriprise with 18 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2008. Outside of her advisory role, she is involved in a shipping and crating business that her husband operates. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on reliable income sources and tax-aware withdrawal strategies.
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Finding advisors...
53 advisors near
70301
within the area shown on the map
Out of 400,000+ nationwide