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491 advisors near
60119
within the area shown on the map
Out of 400,000+ nationwide
Kevin M
Series 63, Series 65
St Charles, IL
Ameriprise
Kevin Madden is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Ameriprise in various capacities since 2009. Madden is also the owner of Kevin J. Madden, Inc., a business involved in managing his Ameriprise activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.
David E
CFP®, Series 66
Oswego, IL
Edward Jones
David Erickson is a CFP® professional with 20 years of industry experience, currently serving with Edward Jones since 2007. He holds the Series 66 designation and is based in Oswego, Illinois. Outside of his advisory role, he serves as Vice President of the Yorkville Chamber of Commerce and as a board member and Vice President of the Oswego Police Pension Board. Edward Jones is a full-service wealth management firm serving individuals and institutions, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Gina W
Series 66
Sycamore, IL
Fidelity
Gina Ward is a financial advisor at Fidelity with eight years of industry experience. She holds the Series 66 designation and previously worked at Raymond James & Associates before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and offers oversight for sub-advisers while addressing conflicts of interest.
Ryan G
Series 63, Series 66
Sycamore, IL
Edward Jones
Ryan Genz is a financial advisor with Edward Jones in Sycamore, IL, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Edward Jones since 2001. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.
Sonia O
Series 65, Series 63
South Elgin, IL
LPL Financial
Sonia Olivo is a financial advisor at LPL Financial with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. Prior to her financial services career, she spent twelve years at Sally Beauty Supply. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.
Connor L
Series 66
Aurora, IL
Edward Jones
Connor Longust is a financial advisor at Edward Jones in Aurora, IL, holding a Series 66 designation with four years of industry experience. His prior roles include positions at LPL Financial, LLC, Leelyn Smith, LLC, and Fifth Third Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.
Ronald A
Series 65
St. Charles, IL
Financial Planning Resources,LLC
Ronald Asselborn is a financial advisor at Financial Planning Resources, LLC with 28 years of industry experience. He holds a Series 65 designation and has been with his current firm since 1999. Outside of his advisory work, he serves as a high school soccer referee during the spring and fall seasons. Financial Planning Resources, LLC is an independent firm based in St. Charles, IL, consisting of a single advisor.
Jeffrey B
CFP®, Series 63
Sycamore, IL
Benson Advisory Services & Asset Management
Jeffrey Benson is a CFP® with 38 years of industry experience. He is the principal of Benson Advisory Services & Asset Management and has previously worked at Royal Alliance Associates, Inc. Outside of his advisory work, he serves as a church council member and provides federal and state income tax preparation services. Benson Advisory Services & Asset Management serves a small client base, offering investment advice, financial planning, brokerage, and insurance services. The firm provides coordinated planning and execution through multiple compensation methods and may recommend third-party advisers to clients.
Larry K
CFP®, Series 63
Sycamore, IL
Knoble, Larry H.
Larry Knoble is a CFP® with 41 years of experience in the financial industry. He has been affiliated with OSAIC since 1989. In addition to his advisory work, he sells life, disability, long-term care, dental, and health insurance, as well as fixed annuities. Knoble, Larry H. is an independent firm serving clients with personalized financial advice, including investment analysis and portfolio rebalancing based on risk tolerance.
John W
Series 65
Saint Charles, IL
Stratitech Consulting, Inc.
John Waller is a financial advisor with Stratitech Consulting, Inc. He holds the Series 65 credential and has 10 years of industry experience. He has worked at Martin Matthews Group, Inc. since 2008. Stratitech Consulting, Inc. is an independent firm serving clients through personalized financial strategies.
Robert P
Series 63, Series 65
Aurora, IL
Pinnacle Financial Planning
Robert Pachciarz is the sole advisor at Pinnacle Financial Planning in Aurora, Illinois, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J.P. Morgan Securities LLC and Elevated Capital Advisors, LLC. Pinnacle Financial Planning provides investment advice and financial planning to individuals, high net worth clients, trusts, and estates through recommending and monitoring third-party money managers rather than directly managing client assets. The firm combines a solicitor/referral model with fixed-fee financial planning and an affiliated insurance sales activity.
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Finding advisors...
491 advisors near
60119
within the area shown on the map
Out of 400,000+ nationwide