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148 advisors near
61725
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Out of 400,000+ nationwide
John M
Series 63, Series 65
Bloomington, IL
Merrill
John Meinhold is a Senior Financial Advisor at Merrill Lynch Wealth Management based in the Bloomington branch, servicing clients throughout Central Illinois. With over 21 years of experience, he works with individuals and businesses to help them achieve their financial goals. His client focus areas include divorce transition planning, executive compensation, family wealth management strategies, managing new wealth, personal retirement planning, small business strategies, and socially responsible, values-based, and ESG investing. John holds a Bachelor's Degree in Agri-Business from Illinois State University, earned in 1989. He has earned several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is affiliated with the College for Financial Planning and participates actively in community organizations such as Make A Wish and holds various board positions in local organizations. Residing in El Paso with his wife Susan and their four children, John serves on the board of his church and the EPG Titans Sports Booster Club. He enjoys coaching youth sports, playing golf, baseball, and spending time with his family.
Byron H
Series 63, Series 65
Bloomington, IL
Ameriprise
Byron Hendren is a financial advisor at Ameriprise in Bloomington, IL, with 33 years of industry experience. He has held positions at Ameriprise and Ameriprise Financial Services, Inc. since 1992. He holds Series 63 and Series 65 credentials. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice through a centralized consulting team.
Laura F
Series 66
Bloomington, IL
Cetera
Laura Freyman is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. She previously worked in various roles at Illinois State University and is currently an associate wealth advisor at Renaissance Wealth Management. Outside of her advisory work, she serves on the fund development committee of the Girl Scouts of Central Illinois and is vice chair of the McLean County Chamber of Commerce Women Elevate Women nonprofit. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of investment management and consulting services through a large network of independent advisors, utilizing multiple program structures and access to both affiliated and third-party portfolio managers.
Chad I
Series 63, Series 66
Bloomington, IL
J.P. Morgan Securities
Chad Imhof is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, having also worked at JPMorgan Chase Bank since 2007. 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 multiple market-facing registrations and functions.
Brett M
Series 66
Bloomington, IL
Merrill
Brett McDaniel is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2015 after working in the banking industry as a personal banker and branch manager. Brett focuses on delivering holistic wealth management strategies to help clients pursue their short- and long-term financial goals. He specializes in services for endowments, foundations, and non-profits, portfolio management, socially responsible and values-based investing, tax minimization, and retirement income. Brett works closely with clients to identify primary goals such as education funding, tax strategies, and retirement services, providing access to Merrill's investment resources and Bank of America's banking services. Brett holds a Bachelor's degree from Greenville College and an MBA from Illinois State University. He possesses professional designations including Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, he is involved in his church community at Eastview Christian Church and values spending time with his wife and four children, enjoying family walks, games, and sports.
Jeffery N
Series 66
Bloomington, IL
LPL Enterprise
Jeffery Neiggemann is a Series 66-licensed financial advisor with three years of industry experience. He is currently with LPL Enterprise and has prior experience at Edward Jones, The Prudential Insurance Company of America, and PRUCO Securities, LLC. He also worked at the Knights of Columbus for three years. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs while also facilitating insurance product sales and affiliated trust custody services.
Douglas U
ChFC®, Series 63
Bloomington, IL
Cambridge Investment Research Advisors
Douglas Ulrich is a financial advisor at Cambridge Investment Research Advisors with the designations ChFC® and Series 63. He has 50 years of industry experience and has been with Cambridge Investment Research Advisors since 2005. In addition to his advisory role, he owns and operates Financial Security Associates, an independent insurance agency. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing a variety of portfolio management approaches and proprietary models.
David D
Series 63, Series 65
Pontiac, IL
Cambridge Investment Research Advisors
David Douglass is a financial advisor with Cambridge Investment Research Advisors in Pontiac, Illinois, holding Series 63 and Series 65 licenses and over 21 years of industry experience. He has been with Cambridge since 2005 and also works as an independent insurance agent. Douglass serves as vice chair of the Evan Junior High Promise Council and is a director on the Beyond the Books Educational Foundation Board, reviewing grant applications. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing a range of portfolio management options and model-based solutions tailored to client objectives.
Joshua H
Series 63, Series 66
Normal, IL
Edward Jones
Joshua Hardt is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Edward Jones since 1996. Outside of his advisory role, Hardt serves as a trustee for St. Paul Lutheran Church of Lexington and is a managing member of an LLC involved in property ownership. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory strategies and affiliated investment products, supported by a large nationwide network of advisors and branch offices.
Elizabeth J
Series 66
Bloomington, IL
OSAIC
Elizabeth Johnston is a financial advisor at OSAIC with three years of industry experience. She holds a Series 66 designation and previously worked at Woodbury Financial Services Inc and Fleming Financial Solutions. Outside of advising, Johnston serves as a local elected official and vice-chair of the McLean County Board, and operates a private counseling practice providing individual and family counseling. OSAIC serves a diverse range of clients including individual, high-net-worth, pension, corporate, and charitable investors through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services utilizing asset-allocation tools, risk assessments, and automated rebalancing across multiple investment platforms.
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.
Kristi A
Series 63, Series 65
Bloomington, IL
Wells Fargo Clearing
Kristi Archer is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.
John C
Series 63, Series 65
Bloomington, IL
Wells Fargo Clearing
John Chapman is a financial advisor with Wells Fargo Clearing in Bloomington, IL. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, including 10 years with Wells Fargo Clearing. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions, relying on research and analytics to support investment decisions.
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.
Shawn F
Series 66
Bloomington, IL
Edward Jones
Shawn Finlen is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has previously worked at Principal Financial Group, Country Financial, and The World Bank. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.
Linda K
CFP®, Series 63, Series 65
Bloomington, IL
Edward Jones
Linda Kimber is a CFP® with 39 years of industry experience, all of which she has spent at Edward D. Jones & Co., L.P. She holds Series 63 and Series 65 licenses and is based in Bloomington, IL. 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 offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Christopher A
Series 63, Series 65
Bloomington, IL
Thrivent Investment Management
Christopher Ayers is a financial advisor with Thrivent Investment Management in Bloomington, IL, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Ayers serves as Advisory Board President for the Salvation Army and is an Emeritus Board Member of Wishbone Canine Rescue. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based financial planning and offers a consolidated billing option combining planning with managed-account services, but does not provide discretionary portfolio management or institutional advisory selection.
Kevin M
Series 63, Series 65
Bloomington, IL
LPL Financial
Kevin Moore is a financial advisor with LPL Financial in Bloomington, IL, holding Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked at Raymond James Financial and Raymond James Financial Services, Inc. Moore is involved with Medicare Back Office, where he refers clients and prospects related to Medicare services. 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 portfolios, third-party asset management, and institutional platforms.
James W
Series 63, Series 65
Bloomington, IL
Wells Fargo Clearing
James Waldorf is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following eight years at Citigroup Global Markets. He receives oil royalty payments from a minor inherited mineral rights ownership in Wyoming. Wells Fargo Advisors serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research-driven portfolio management with a broad range of brokerage and advisory solutions.
David D
Series 63, Series 65
Bloomington, IL
Wells Fargo Clearing
David Deneen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and over 43 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he is involved in managing several family farm and real estate development businesses in Illinois and serves on the endowment board for Corpus Christi Catholic School as well as the finance committee for Holy Trinity Parish. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.
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148 advisors near
61725
within the area shown on the map
Out of 400,000+ nationwide