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131 advisors near
60468
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Out of 400,000+ nationwide
Thomas V
Series 63, Series 66
Bourbonnais, IL
Edward Jones
Thomas Vaccaro is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and 41 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1984. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.
Donna W
Series 63, Series 66
Bourbonnais, IL
Wells Fargo Advisors
Donna Wascher is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She has been with Wells Fargo in various capacities since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of her advisory role, she co-owns a rental property with her spouse. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services and delivers tailored recommendations using proprietary research and planning tools.
Ewa K
Series 63, Series 66
Frankfort, IL
J.P. Morgan Securities
Ewa Karim is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012, as well as JPMorgan Chase Bank, NA since 2009. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.
Michael E
Series 66
Frankfort, IL
LPL Financial
Michael Edmonds is a financial advisor with LPL Financial and holds a Series 66 designation. He has six years of industry experience, having previously worked at CGO Wealth Management, Edward Jones, and a law office. His other business activities include involvement with MCE Capital, LLC, a business entity unrelated to investments used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and technology solutions.
Robert P
Series 66
Frankfort, IL
Edward Jones
Robert Pomorski is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Verax Biomedical for six years and Fresenius-Kabi (Fenwal) for five years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds, supported by a nationwide network of more than 23,000 financial advisors.
Henry R
Series 63, Series 66
Matteson, IL
LPL Financial
Henry Redd is a financial advisor with LPL Financial and holds Series 63 and Series 66 licenses. He has 19 years of industry experience and has previously worked at Morgan Stanley Wealth Management and Morgan Stanley Private Bank. Outside of his advisory role, he is a tax preparer through HR Associates and teaches at Aurora University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and various management strategies.
Nicholas T
Series 66
Frankfort, IL
Ameriprise
Nicholas Taviani is a financial advisor with Ameriprise in Frankfort, IL, holding a Series 66 designation and four years of industry experience. His prior work includes roles at New York Life and Hassett Commercial Moving & Storage, as well as teaching positions at Herrick Middle School and Downers Grove North High School. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized service delivered alongside its financial advisors.
Kurt B
Series 63, Series 66
Frankfort, IL
Edward Jones
Kurt Berg is a financial advisor with Edward Jones in Frankfort, IL, holding Series 63 and Series 66 designations and having 32 years of industry experience. He has been with Edward Jones since 1994. Outside of his advisory role, he is involved in property investment through KWDB, LLC, where he manages lot purchases and facilitates home building and sales in collaboration with a family member. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.
Thomas H
Series 66
Frankfort, IL
Ameriprise
Thomas Hohbach is a financial advisor with Ameriprise in Frankfort, IL, holding a Series 66 designation and 12 years of industry experience. Prior to joining Ameriprise in 2020, he worked at LaSalle St Investment Advisors LLC and Edward Jones. Outside of his advisory role, he is involved in golf course duties at Copper Canyon Golf Course. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm provides written recommendations based on research, modeling, and tax-efficiency analysis, delivered through a centralized consulting team that collaborates with clients' financial advisors.
Chad M
Series 66
Bourbonnais, IL
Raymond James Financial
Chad Mc Cleary is a financial advisor with Raymond James Financial, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones for five years and has a long career background that includes sixteen years at Court Street Ford. Outside of his advisory role, he is an independent contractor financial advisor with Faber Financial Group. Raymond James Financial Services Advisors, Inc. serves a broad client base including individuals, high-net-worth clients, and institutional clients, providing financial planning, investment consulting, and advisory services. The firm offers tailored, non-discretionary planning and supports advisory programs with a focus on technology and specialized municipal and public finance work.
Jeff M
Series 63, Series 66
South Chicago Heights, IL
J.P. Morgan Securities
Jeff Miller is a financial advisor with J.P. Morgan Securities in South Chicago Heights, IL, holding Series 63 and Series 66 licenses. He has 10 years of industry experience, including roles at JPMorgan Chase Bank, N.A. since 2013 and J.P. Morgan Securities since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a structured process that includes quantitative asset-allocation modeling, centralized manager due diligence, and an ESG eligibility framework. The firm delivers its services on a non-discretionary basis, with clients retaining final decision-making authority.
James T
Series 63, Series 65
Manhattan, IL
Cetera
James Tromp is a financial advisor with Cetera in Manhattan, Illinois, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked with Cetera and its affiliated entities since 1992 and also owns an accounting and tax practice, James E Tromp PC CPAs, which he has operated since 1981. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients nationwide through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with multiple program and custodial options, managing over $256 billion in assets across more than 10,000 advisors.
Cataldo P
Series 63, Series 65
Frankfort, IL
LPL Financial
Cataldo Panici is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wayne Hummer Investments and Banc of America Investment Services. In addition to his advisory role, he is involved with Wintrust Wealth Management in non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research to support diversified investment strategies.
Jeffrey T
Series 66
Manhattan, IL
Cetera
Jeffrey Tromp is a financial advisor at Cetera with 18 years of industry experience and holds a Series 66 credential. He has been with Cetera since 2007 and also serves as a senior financial analyst at Navistar Inc., where he has worked since 2017. In addition to his advisory role, he is involved with BMA Management, Ltd. as an accountant. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and oversees more than $256 billion in assets through a network of over 10,000 advisors.
Jeff S
Series 66
Bourbonnais, IL
STIFEL
Jeff Schimmelpfennig is a financial advisor with Stifel who holds a Series 66 designation and has 18 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and previously spent three years at Morgan Stanley Private Bank, National Association. Outside of his advisory role, Schimmelpfennig serves as Commissioner for the Chicagoland Collegiate Athletic Conference. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.
Robert M
Series 63, Series 66
Frankfort, IL
Ameriprise
Robert Meyers is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at LaSalle St Investment Advisors LLC and Edward Jones. Outside of advising, he serves as treasurer on the board of directors for the Center of Hope and is involved in several business ventures including co-ownership of a retail business and an affiliate marketing company. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports, primarily focusing on assets held in Ameriprise Managed Accounts.
David P
Series 66
New Lenox, IL
LPL Financial
David Polimeros is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He has worked at LPL Financial since 2018 and previously spent five years with Cetera Advisor Networks LLC. In addition to his advisory work, he is involved in tax preparation and accounting services through Financial Servicenter. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.
Melissa E
Series 65, Series 63
Frankfort, IL
LPL Financial
Melissa Eul is a financial advisor with LPL Financial in Frankfort, IL, holding Series 65 and Series 63 licenses and 14 years of industry experience. She has worked at LPL Financial since 2021 and has been with BMO Bank NA since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.
Joan R
Series 63, Series 65
New Lenox, IL
LPL Financial
Joan Ripoli is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. Her career includes roles at Old National Bank, First Midwest Financial Network, The Huntington Investment Company, Fifth Third Securities, and Fifth Third Bank. 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 consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.
Nicholas B
Series 63, Series 66
Bourbonnais, IL
Ameriprise
Nicholas Bufford is a financial advisor with Ameriprise in Kankakee, Illinois, holding Series 63 and Series 66 licenses and with 17 years of industry experience. He previously worked at Investment Professionals Inc before joining Ameriprise Financial Services, Inc., and then Ameriprise. Bufford serves on the boards of the YMCA of Kankakee and Limestone Youth Baseball/Softball and is a committee member of the Community Foundation of Kankakee River Valley. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, personalized recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.
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Finding advisors...
131 advisors near
60468
within the area shown on the map
Out of 400,000+ nationwide