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64 advisors near
61530
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Out of 400,000+ nationwide
Jared H
Series 66
Washington, IL
Edward Jones
Jared Harrison is a financial advisor with Edward Jones in Washington, IL, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2011. 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 and 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.
Gregory E
CFP®, Series 63, Series 66
Metamora, IL
Edward Jones
Gregory Edwards is a CFP®-designated financial advisor with Edward Jones, where he has worked for 26 years. He has 25 years of industry experience and is based in Metamora, IL. Outside of advising, he is involved in managing rental properties and agricultural leases. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a network of more than 23,700 advisors nationwide.
Vaughan M
Series 66
Eureka, IL
LPL Financial
Vaughan Meiss is a financial advisor with LPL Financial, holding a Series 66 license and having one year of industry experience. He previously worked at World Relief Corporation of National Association of Evangelicals for eight years and held roles at Olivet Nazarene University. 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 access to model portfolios, and supports advisors with technology and research tools.
Griffin K
Series 66
Morton, IL
Raymond James Financial
Griffin Kliewer is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at First Security Bank and Beyond Wealth Advisors. Kliewer has experience outside traditional advising through his involvement with Beyond Basketball. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary consulting using analytical tools and supports advisory programs across a large network of advisors.
Eric O
Series 66
Washington, IL
Cambridge Investment Research Advisors
Eric Obalil is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at LPL Financial, Ic Advisory Services, The Investment Center, and Royal Alliance Associates. He serves on the board of the Washington Township United Fund and owns Alexander Financial, an insurance and benefits business. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts through financial planning, investment management, and retirement advisory services. The firm offers a variety of investment solutions, including proprietary models and access to unaffiliated strategists, tailored to client objectives across multiple custody platforms.
Everett F
ChFC®, Series 63
Washington, IL
Cambridge Investment Research Advisors
Everett Freeberg is a ChFC® credentialed financial advisor with 44 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and previously with Cambridge Investment Research, Inc. since 2004. In addition to his advisory role, he operates as an independent insurance agent in Washington, IL. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using a range of portfolio management approaches and proprietary and third-party strategies.
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.
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.
Philip S
PFS™, Series 63
Morton, IL
Cambridge Investment Research Advisors
Philip Schmidt is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. He holds the PFS™ and Series 63 designations. Schmidt also serves as a board member for the South Side Mission and is involved with Witzig Financial Strategies, where he has held roles including independent insurance agent and vice president of finance and operations. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals utilizing a range of portfolio management strategies and platform arrangements.
Zachary W
Series 63, Series 66
Morton, IL
LPL Financial
Zachary Williams is a financial advisor at LPL Financial with six years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Cornbelt Energy and the Champaign Fire Department. Outside of his advisory role, Williams serves as a baseball coach for Unit 5 School District. 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 institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of investment strategies implemented by its extensive network of advisors.
Amy H
Series 66
Morton, IL
Thrivent Investment Management
Amy Herring is a financial advisor at Thrivent Investment Management with three years of industry experience. She holds a Series 66 designation and previously worked at Clever Marketing and Midwest Food Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based financial planning across various topics, with the option to combine planning and managed-account services under a consolidated billing arrangement.
Bruce S
Series 66
Goodfield, IL
UBS Financial Services
Bruce Schieler is a financial advisor with UBS Financial Services, holding a Series 66 designation and seven years of industry experience. Prior to joining UBS in 2021, he worked at Wells Fargo Clearing and Heartland Bank and Trust Company. Outside of his advisory role, he is a partner in Schieler Development, LLC, which is involved in real estate development. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans based on clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a wide range of financial products and capital markets services.
Aaron M
Series 66
Mackinaw, IL
Edward Jones
Aaron Mc Combs is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked for 13 years at Auto-Owners Insurance. He is also a co-owner of a farmland property in Astoria, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.
Michael W
Series 63, Series 65
Morton, IL
Cambridge Investment Research Advisors
Michael Witzig is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2010 and was previously with Burton Consulting for nearly two decades. Outside of advising, Witzig is a CPA providing tax preparation services and serves on the boards of the Morton Economic Development Council and the Salvation Army estate advisory board. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers comprehensive financial planning, investment management, and retirement plan advisory services, utilizing both proprietary and third-party strategies across multiple platform arrangements.
Roger P
Series 66
Morton, IL
LPL Financial
Roger Phillis is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. His prior roles include work at CUNA Brokerage Services, Cefcu, Nena Ace Hardware, Aflac, and RMH Foods. In addition to his advisory duties, Phillis has continued involvement with CEFCU in an investment-related capacity. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research and technology tools.
Daniel B
Series 66
Mackinaw, IL
Edward Jones
Daniel Basham is a Series 66-licensed financial advisor with Edward Jones in Mackinaw, Illinois, where he has worked since 2017. He has eight years of industry experience, including nine years previously with CIT Trucks, Inc. Outside of his advisory role, Basham serves on the board of the Mackinaw Community Center Food Pantry and the Village of Mackinaw Liquor Control Commission. 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 and offers a broad range of advisory strategies, combining a large nationwide advisor network with affiliated capabilities including mutual funds, trust services, and securities-based lending.
Hope P
CFP®, Series 66
Congerville, IL
Edward Jones
Hope Pollmann is a financial advisor at Edward Jones with 11 years of industry experience. She holds the CFP® designation and the Series 66 license. Before joining Edward Jones in 2017, she worked at JP Morgan Chase Bank and JP Morgan Securities LLC from 2016 to 2017. 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 and provides a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Vincent S
CFP®, Series 63, Series 65
Germantown Hills, IL
Mass Mutual Investors Services
Vincent Silvio is a financial advisor with Mass Mutual Investors Services, holding the CFP® designation along with Series 63 and Series 65 licenses. He has nine years of industry experience, including roles at Mass Mutual Investors Services and MassMutual Life Insurance Co since 2017, and prior experience at Red Lobster. Outside of his advisory work, he is also an agent for individual life, health, group life, group health insurance, and fixed annuities. MassMutual Investors Services, LLC 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, asset management, wrap and money-manager programs, and educational seminars.
Allan H
Series 63, Series 66
Morton, IL
Edward Jones
Allan Hart is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and over 31 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he is a member of the Hart Family Partnership, LLC, a family LLC owning farm ground in Bloomington, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a nationwide network of more than 23,700 financial advisors.
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Finding advisors...
64 advisors near
61530
within the area shown on the map
Out of 400,000+ nationwide