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180 advisors near
61523
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William A
Series 66
Peoria Heights, IL
OSAIC
William Andrew is a financial advisor at OSAIC with 14 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Woodbury Financial Services, SII Investments, Morgan Stanley, and Edward Jones. He serves as a board member for the Salvation Army in Peoria Heights, IL, participating in community service activities. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and a variety of investment vehicles across multiple platforms and third-party solutions.
Andrew O
Series 66
Peoria, IL
Edward Jones
Andrew Osing is a financial advisor with Edward Jones in Peoria, IL, holding a Series 66 designation and possessing one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Great Harvest Bread Company and Illinois State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. 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 nationwide network of more than 23,700 advisors.
Roula G
Series 63, Series 65
Peoria, IL
LPL Enterprise
Roula Ghantous is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and has 20 years of industry experience. She previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she is also a clinical counselor through Ghantous Professional Counseling in Peoria, IL. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.
Brooks F
Series 66
Peoria, IL
Equitable Advisors
Brooks Flick is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and previously worked at Target for five years. Outside of advising, he is a personal trainer at Parkside Fitness, where he works approximately four hours weekly. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes third-party advisory platforms and discretionary managers to tailor investment solutions and provides ERISA fiduciary services to qualified plans.
Kelly L
Series 66
Chillicothe, IL
Edward Jones
Kelly Lopotko is a financial advisor at Edward Jones in Chillicothe, IL, with six years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019, following four years at Associated Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.
Anthony G
Series 63, Series 65
Peoria, IL
LPL Financial
Anthony Guingrich is a financial advisor with LPL Financial in Peoria, IL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with LPL Financial since 2003 and previously worked at Vision Asset Management Inc for one year. 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 services including financial planning, model portfolios, third-party asset management access, and institutional platforms, supporting advisors with technology tools while overseeing over $819 billion in discretionary assets.
Grace L
CFP®, Series 66
Peoria, IL
Ameriprise
Grace Lowe is a financial advisor at Ameriprise with 18 years of industry experience. She holds the CFP® and Series 66 designations and has been with Ameriprise and its affiliated entities since 2007. She manages her advisory practice through her own business, Grace Lowe, Inc., where she oversees day-to-day operations. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining proprietary research and modeling with tax-efficient withdrawal strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.
Ethan K
Series 63, Series 65
Peoria, IL
Equitable Advisors
Ethan King is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and two years of industry experience. His background includes service in the US Army and roles at Loyola University Chicago. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes third-party asset managers and LPL-sponsored advisory programs to deliver its services.
Sherry M
Series 63, Series 66
Peoria, IL
Edward Jones
Sherry Meyer is a financial advisor with Edward Jones in Peoria, IL, holding Series 63 and Series 66 credentials and over 33 years of industry experience. She has been with Edward Jones since 1992. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.
William R
Series 63, Series 65
Peoria, IL
LPL Financial
William Russell is a financial advisor with LPL Financial in Peoria, Illinois, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Raymond James Financial Services, South Side Bank, and PNC Investments prior to joining LPL Financial in 2018. He is also involved with Better Banks, where he operates an investment strategy business. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms.
Jenni C
CFP®, Series 66
Peoria, IL
Edward Jones
Jenni Case is a CFP® and Series 66-registered financial advisor with Edward Jones in Peoria, IL, bringing nine years of industry experience. Prior to joining Edward Jones in 2016, she worked at Caterpillar Inc. from 2011 to 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory and investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.
Matthew G
Series 63, Series 65
Peoria Heights, IL
Raymond James & Associates
Matthew Glatz is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with Raymond James since 2011. Outside of advising, he is involved in several business ventures including agricultural operations and partnership roles. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base through tailored financial planning, non-discretionary investment consulting, and institutional advisory services, supported by a wide range of portfolio management styles and affiliated research resources.
James T
Series 63, Series 65
Peoria Heights, IL
Cetera
James Taylor is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including First Allied Advisory Services and First Allied Securities. Since 2020, he has been associated with Cetera and its related entities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients across wealth segments, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.
Hank S
Series 66
Peoria, IL
LPL Financial
Hank Skaggs is a financial advisor with LPL Financial, holding a Series 66 credential and eight years of industry experience. He has worked at several firms, including Cefcu and CUNA Brokerage Services. Outside of his advisory role, he is a wedding officiant and owns a small shoe shine business. 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 services and platforms, utilizing both proprietary and third-party strategies to address diverse client needs.
Joshua N
Series 63, Series 66
Peoria, IL
J.P. Morgan Securities
Joshua Noel is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2014. Outside of finance, he operated a woodworking business from 2013 to 2016. 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 delivers advisory services alongside affiliated brokerage and investment management capabilities on a non-discretionary basis.
Aaron O
CFP®, ChFC®, Series 66
Peoria, IL
Edward Jones
Aaron Osing is a CFP® and ChFC® professional with six years of industry experience. He has been with Edward Jones since 2019. Prior to joining Edward Jones, he worked at Illinois State University and Bass Pro. 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 nationwide network of over 23,700 financial advisors.
Chad T
Series 63, Series 66
Peoria, IL
Edward Jones
Chad Truelove is a financial advisor at Edward Jones with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Robert W Baird and First Mid-Illinois Bank. Outside of his advisory work, he performs music at charity events, singing and playing guitar. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and supports its offerings with a large nationwide network of advisors and branch offices.
Carla C
Series 63, Series 65
Peoria, IL
LPL Enterprise
Carla Clark is a financial advisor at LPL Enterprise with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Clark is involved in Medicare supplement and Medicare soliciting and sales activities in multiple states. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.
Abbey S
Series 66
Peoria Heights, IL
Raymond James & Associates
Abbey Strubhar is a financial advisor at Raymond James & Associates with two years of industry experience. Prior to joining Raymond James, she served as the City Treasurer of Washington, Illinois, an elected position she held for three years. She has also been involved with the W. D. Boyce Council, Boy Scouts of America, Inc., for 15 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and municipal entities, offering customized financial planning and consulting services with a range of portfolio management styles and municipal advisory capabilities.
Tamie P
Series 63, Series 65
Peoria, IL
Raymond James Financial
Tamie Pearson is a financial advisor at Raymond James Financial with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Busey Bank and South Side Trust & Savings Bank. She is also involved with Busey Investment Services in a financial advisory capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary consulting using analytical tools and supports municipal and public finance work through a unique affiliated municipal advisory arrangement.
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Finding advisors...
180 advisors near
61523
within the area shown on the map
Out of 400,000+ nationwide