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1,069 advisors near
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Out of 400,000+ nationwide
Paul P
Series 63, Series 65
Naperville, IL
Wells Fargo Clearing
Paul Payne II is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following a prior role at Prudential Equity Group, LLC from 2000 to 2003. Outside of his advisory work, he has an ownership interest in Reactor 88 Studios, a movie production company. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions, relying on research and diversification principles in its investment approach.
Raymond I
Series 63
Naperville, IL
Wells Fargo Clearing
Raymond Iozzo is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at A. G. Edwards & Sons, Inc. from 2004 to 2008. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs a research-driven approach and offers both brokerage and advisory solutions across a broad range of financial products.
Todd Z
Series 63, Series 65
Naperville, IL
Wells Fargo Advisors
Todd Zagurski is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 licenses and has 34 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Citigroup Global Markets. Outside of his advisory work, he has ownership interests in two investment-related firms based in Naperville, Illinois. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, offering a broad range of financial planning services including retirement, education, and niche planning areas.
Connor L
Series 66
Aurora, IL
Edward Jones
Connor Longust is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, LLC, Leelyn Smith, LLC, Fifth Third Bank, Bloomington Normal Water Reclamation District, and Illinois State University. He is based in Aurora, Illinois. 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 and provides 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.
Eric V
Series 63, Series 65
Lisle, IL
LPL Financial
Eric Vanness is a financial advisor with LPL Financial in Lisle, Illinois, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior experience includes roles at Waddell & Reed, various insurance carriers, and involvement with organizations such as the American Legion Post 414 and the Association of Financial Educators. He has also participated in several nonprofit and community groups over the years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning, model portfolios, and institutional platforms.
Mark B
Series 63, Series 65
South Barrington, IL
Charles Schwab
Mark Babula is a financial advisor at Charles Schwab with 26 years of industry experience. He has been with Charles Schwab Co., Inc. since 2000 and Charles Schwab Bank, SSB since 2005. He holds the Series 63 and Series 65 designations and is based in South Barrington, Illinois. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management services. The firm provides integrated brokerage, custody, and advisory solutions supported by a centralized operational structure.
Denise B
Series 63, Series 65, Series 66
Warrenville, IL
OSAIC
Denise Baranowski is a financial advisor at OSAIC with 23 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at firms including Woodbury Financial Services, Merrill, Morgan Stanley, and J.P. Morgan Securities. Outside of her advisory role, she is principal of The Divorce Financial Group, LLC, specializing in divorce planning and analysis. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides a range of brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and a multi-advisor platform supporting both discretionary and advisor-managed strategies.
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.
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.
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1,069 advisors near
60175
within the area shown on the map
Out of 400,000+ nationwide