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224 advisors near
61755
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Out of 400,000+ nationwide
John C
Series 63, Series 65
Mackinaw, IL
ON Investment Management CO
John Cagle is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 credentials and has five years of industry experience. He has worked at The O.N. Equity Sales Company since 2021 and Ohio National Financial Services since 2020. Outside of his advisory role, he is an independent agent licensed to sell health and life insurance products. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through both discretionary and non-discretionary arrangements, often combining broker-dealer activity with advisory services.
Joshua J
Series 66
East Peoria, IL
Midwestern Securities Trading Company, LLC
Joshua Janssen is a financial advisor at Midwestern Securities Trading Company, LLC with a Series 66 designation and two years of industry experience. His prior work history includes roles at Goodfield State Bank, Equitable Advisors, and Western Illinois University. In addition to his advisory role, he is also a financial advisor at Goodfield State Bank. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, school districts, charitable organizations, and community financial institutions. The firm combines discretionary model portfolios with non-discretionary recommendations and third-party discretionary management, and maintains dual broker-dealer and investment adviser registrations alongside brokerage and insurance activities.
Anne S
CFP®, ChFC®, Series 66
East Peoria, IL
Midwestern Securities Trading Company, LLC
Anne Schutt is a financial advisor at Midwestern Securities Trading Company, LLC with seven years of industry experience. She holds the CFP® and ChFC® designations, along with a Series 66 license. Prior to joining Midwestern Securities, she worked at Northwestern Mutual Wealth Management Company and Genentech. Outside of her advisory role, Schutt serves as the 2nd Vice President of Membership for the Peoria Women's Club and contributes as a writer for Construction Beauty Magazine. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, charitable organizations, and community financial institutions. The firm combines discretionary model portfolios, non-discretionary recommendations from advisors, and third-party manager oversight in its investment process.
Josiah S
Series 66
East Peoria, IL
Midwestern Securities Trading Company, LLC
Josiah Springer is a financial advisor with Midwestern Securities Trading Company, LLC, holding a Series 66 designation and six years of industry experience. He has previously worked at Edward Jones and Illini State Bank. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, school districts, charitable organizations, and community financial institutions. The firm offers financial planning, portfolio management, ERISA 3(38) fiduciary services, and access to third-party money managers, combining discretionary model portfolios with non-discretionary recommendations and selected third-party management.
Alyssa M
Series 66
East Peoria, IL
Geneos Wealth Management, Inc.
Alyssa Marks is a financial advisor with Geneos Wealth Management, Inc., holding a Series 66 designation and 14 years of industry experience. She has worked at Geneos Wealth Management since 2006 and has been associated with Trifecta Financial LLC since 2020. Marks is also a notary public and an independent representative with various insurance carriers for fixed products. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic investment approaches and strategies, combining continuous account monitoring with discretionary trading authority for most client accounts.
Ryan K
Series 66
Washington, IL
Gateway Wealth Partners, LLC
Ryan Knapp is a financial advisor with Gateway Wealth Partners, LLC, holding a Series 66 designation and seven years of industry experience. He previously worked at Advisors' Pride, Inc. and LPL Financial, llc. Knapp provides administrative services through Advisors' Pride, Inc., an independent investment advisor firm. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, consulting, wealth management, and retirement plan consulting, typically allocating client assets among low-cost, diversified mutual funds and ETFs, supplemented by individual stocks, bonds, and independent managers.
Eric G
Series 63, Series 65
East Peoria, IL
Midwestern Securities Trading Company, LLC
Eric Grant is a financial advisor with Midwestern Securities Trading Company, LLC, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He previously worked at COUNTRY FINANCIAL before joining Midwest Bank and Midwestern Securities Trading Co. LLC in 2017. Outside of his advisory role, Mr. Grant serves as a scoreboard operator for Monmouth College football games and coaches basketball at Immaculate Conception School. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, and charitable organizations. The firm offers financial planning, portfolio management, and fiduciary services, combining discretionary model portfolios with advisor recommendations and third-party manager oversight.
Emily B
Series 66
East Peoria, IL
Midwestern Securities Trading Company, LLC
Emily Bruington is a financial advisor at Midwestern Securities Trading Company, LLC with two years of industry experience. She holds the Series 66 designation and has previously worked at John Graham & Associates and in various other roles including at Starbucks and the University of Illinois. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, and charitable organizations. The firm offers financial planning, portfolio management, and ERISA 3(38) fiduciary services, combining discretionary model portfolios and third-party management with advisory recommendations.
Drew R
Series 66
East Peoria, IL
Midwestern Securities Trading Company, LLC
Drew Rowley is a financial advisor at Midwestern Securities Trading Company, LLC, holding a Series 66 designation with no prior industry experience. Before joining the financial sector, he held positions at Sterling Federal Bank and various automotive groups. Midwestern Securities Trading Company serves a diverse client base, including individual investors, retirement plan sponsors, and community financial institutions, offering financial planning, portfolio management, and ERISA 3(38) fiduciary services. The firm combines discretionary model portfolios with non-discretionary advisory recommendations and uses both internal and third-party management platforms.
Sean B
Series 66
East Peoria, IL
Midwestern Securities Trading Company, LLC
Sean Baldwin is a Series 66 licensed advisor with Midwestern Securities Trading Company, LLC in East Peoria, IL. He has held roles at Heartland Credit Union and Midwestern Securities Trading Company, with previous work experience in various industries including contracting, retail, and food service. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, and charitable organizations. The firm offers financial planning and portfolio management using a combination of discretionary model portfolios, third-party management platforms, and advisory recommendations.
Jason M
Series 66
East Peoria, IL
Midwestern Securities Trading Company, LLC
Jason Musgrave is a financial advisor with Midwestern Securities Trading Company, LLC in East Peoria, IL. He holds a Series 66 designation and has experience working at Fairfield National Bank and Wayne County State's Attorney. Prior to his financial career, he was employed at Fairfield Community High School and Fairfield Ready Mix. 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 ERISA 3(38) fiduciary services, combining discretionary model portfolios with non-discretionary recommendations and third-party discretionary management.
Luke H
Series 66
East Peoria, IL
Midwestern Securities Trading Company, LLC
Luke Harl is a Series 66-credentialed financial advisor with six years of industry experience, currently with Midwestern Securities Trading Company, LLC. He has also worked with Fairfield National Bank since 2019 and has prior experience at Illinois Eastern Community College and the University of Illinois-Springfield. Outside of his advisory roles, Harl serves on the Board of Directors for the Greater Fairfield Area Chamber of Commerce, acts as treasurer for Fairfield First Baptist Church, and is president of the Frontier Community College Foundation. Midwestern Securities Trading Company serves a diverse client base that includes individual investors, retirement plan sponsors, municipalities, school districts, charitable organizations, and community financial institutions. The firm combines discretionary internal model portfolios with recommendations from advisory representatives and third-party managers, offering financial planning, portfolio management, and fiduciary services for retirement plans.
Christine B
Series 66
Peoria, IL
CliftonLarsonAllen Wealth Advisors, LLC
Christine Bulfer is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Peoria, IL, holding a Series 66 designation and 25 years of industry experience. She has been with CliftonLarsonAllen Wealth Advisors since 2012 and previously worked at Clifton Gunderson Wealth Advisors from 2005 to 2012. CliftonLarsonAllen Wealth Advisors serves individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans. The firm offers wealth advisory, asset management, financial and estate planning, business succession consulting, and plan-level services, combining fiduciary RIA services with broker-dealer and insurance activities, and integrates multidisciplinary planning through its Private Client Services model.
Brian C
Series 63, Series 65
East Peoria, IL
Midwestern Securities Trading Company, LLC
Brian Card is a financial advisor with Midwestern Securities Trading Company, LLC in East Peoria, IL. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. Card has worked at Princeville State Bank and Midwestern Securities Trading Company since 2010. Outside of his advisory roles, he serves as the finance chairman for the Princeville Historical Association, a nonprofit museum. 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 and portfolio management through a combination of discretionary model portfolios, non-discretionary recommendations, and third-party money managers.
Connor R
Series 66
East Peoria, IL
Midwestern Securities Trading Company, LLC
Connor Reinarman is a financial advisor with Midwestern Securities Trading Company, LLC, holding a Series 66 designation and beginning his industry experience in 2025. Prior to joining Midwestern Securities, he worked at Bradford National Bank and Horstmann Premier Financial. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, and community financial institutions. The firm combines discretionary model portfolios with non-discretionary advisory recommendations and third-party management, offering financial planning, portfolio management, and fiduciary services.
Michael V
Series 66
East Peoria, IL
Midwestern Securities Trading Company, LLC
Michael Vogt is a financial advisor with Midwestern Securities Trading Company, LLC, holding a Series 66 designation and 11 years of industry experience. He has worked at both Midwestern Securities and Teutopolis State Bank since 2015, where he also manages the bank’s bond portfolio. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, and charitable organizations. The firm offers financial planning, portfolio management, and fiduciary services, utilizing a combination of discretionary model portfolios, advisor recommendations, and third-party managers.
Ian S
CFP®, Series 66
Peoria, IL
CliftonLarsonAllen Wealth Advisors, LLC
Ian Swafford is a CFP® with 10 years of industry experience, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC. His prior roles include positions at MissionSquare Retirement, MissionSquare Investment Services, LPL Financial, and Edward Jones. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans. The firm employs a combination of strategic asset allocation through model portfolios and third-party managed programs, integrating multidisciplinary planning with fiduciary and broker-dealer services.
Trace G
Series 66
East Peoria, IL
Midwestern Securities Trading Company, LLC
Trace Gold is a financial advisor at Midwestern Securities Trading Company, LLC with a Series 66 designation and one year of industry experience. Prior to joining the firm, he held roles at Goodfield State Bank, Chipotle, Culvers, and in education at Grant Community High School and Big Hollow Middle School. Gold also maintains a role as a financial advisor with Goodfield State Bank. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, and charitable organizations. The firm combines discretionary model portfolios with non-discretionary recommendations and third-party management, offering financial planning, portfolio management, and ERISA fiduciary services.
Tyler R
Series 63, Series 65
Peoria, IL
Ameritas Advisory Services, LLC
Tyler Rasmuson is a financial advisor with Ameritas Advisory Services, LLC in Peoria, IL, holding Series 63 and Series 65 licenses and bringing four years of industry experience. His career includes roles at Ameritas Advisory Services, Ameritas Investment Company, Rasmuson Financial LLC, and Carillon Group. He is also licensed as an independent insurance agent to sell fixed life and disability insurance products. Ameritas Advisory Services provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment strategies and platforms, combining model portfolios, mutual funds, ETFs, and individual securities, and maintains operational practices such as converting holdings to lower-cost mutual fund share classes.
Kyle S
Series 66
Morton, IL
OSAIC Institutions, INC.
Kyle Sheets is a financial advisor with Osaic Institutions, Inc. and holds a Series 66 designation. He has 10 years of industry experience, including roles at Wayne Hummer Investments LLC and Morton Community Bank. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser and broker-dealer structure.
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Finding advisors...
224 advisors near
61755
within the area shown on the map
Out of 400,000+ nationwide