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217 advisors near
61755
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Out of 400,000+ nationwide
Todd S
Series 63, Series 65
Morton, IL
Raymond James Financial
Todd Sauder is a financial advisor at Raymond James Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has served at Raymond James since 2009. In addition to his advisory role, he co-owns Good News Financial, Inc. and a tax preparation service, Good News Tax Preparation Service. He also assists with bookkeeping for a family dog breeding business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals and has unique affiliations that enhance its municipal and public finance services.
Kyle B
Series 63, Series 65
Peoria, IL
LPL Enterprise
Kyle Baker is a financial advisor at LPL Enterprise with nine years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, W&S Brokerage Services, and Western Southern Life. Outside of advisory work, he is involved in insurance sales through his own agencies offering property, casualty, and non-variable insurance products. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm provides financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products, supported by an integrated platform that combines advisory programs with active sales of financial products.
Nicolas M
Series 66
East Peoria, IL
OSAIC
Nicolas Madrigal is a financial advisor at OSAIC with a Series 66 designation and three years of industry experience. His prior roles include positions at Woodbury Financial Services Inc. and EZ Mortgage, and he owns and manages an insurance agency, River City Insurance Inc. He is also involved in managing rental properties. OSAIC serves a diverse client base including individuals, institutions, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated financial advisors and multiple platforms. The firm employs a range of portfolio construction tools and provides access to third-party money managers and managed-account solutions.
Jesse H
Series 66
Peoria, IL
Morgan Stanley
Jesse Hall is a financial advisor at Morgan Stanley in Peoria, IL, with eight years of industry experience and a Series 66 credential. He has worked at Morgan Stanley since 2018, including time with Morgan Stanley Private Bank, N.A. He serves as Treasurer for the Peoria Rugby Club. Morgan Stanley Wealth Management provides investment advisory and broker-dealer services to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets.
Kalei H
Series 66
Peoria, IL
Morgan Stanley
Kalei Haggard is a financial advisor at Morgan Stanley in Peoria, IL, holding a Series 66 designation. Haggard joined Morgan Stanley in 2023 and has prior experience working at Kep's Sports Bar and Grill. They studied at the University of Illinois at Urbana-Champaign from 2020 to 2024. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning services supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment and planning solutions.
Ian K
Series 66
Tremont, IL
Edward Jones
Ian Koch is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior roles include positions at Grace College and First National Bank of Tremont, as well as involvement with the Tremont Area Park District and a startup called Bushbaby. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional investors. The firm offers various advisory strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a nationwide network of financial advisors and branch offices.
Jeremy S
Series 66
Peoria, IL
Morgan Stanley
Jeremy Sutton is a financial advisor with Morgan Stanley in Peoria, IL, holding a Series 66 designation and 20 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.
Gregory N
Series 63
Morton, IL
Ameriprise
Gregory Nichols is a financial advisor with Ameriprise in Morton, Illinois, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, Nichols is involved in retail entrepreneurship as the owner of The Morton Popcorn Shoppe, a gourmet popcorn business. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.
Bartt S
Series 63, Series 65
Morton, IL
Cambridge Investment Research Advisors
Bartt Stevens is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Cambridge Investment Research Advisors since 2010 and also operates as an independent insurance agent specializing in health and life insurance. Stevens serves as a precinct committeeman for the Republican Party in Tazewell County, Illinois. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services. The firm provides a range of portfolio management options across multiple platforms, combining proprietary models and third-party strategies tailored to client objectives.
Lisa M
Series 66
Morton, IL
LPL Financial
Lisa Moser is a financial advisor with LPL Financial in Morton, Illinois, holding a Series 66 designation and with 20 years of industry experience. She has been with LPL Financial since 2014. In addition to her advisory role, she is a commissioned notary public for the state of Illinois. 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 services, and portfolio management options supported by internal research and third-party subadvisors.
Timothy R
Series 66
Peoria, IL
Merrill
Timothy Riggenbach is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2012, bringing over 25 years of experience in the finance industry. Timothy focuses on helping families and business owners reach their financial potential by offering tailored strategies that address the challenges faced by small business owners. His areas of expertise include college education planning, divorce transition planning, employee benefits planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, women and wealth, and retirement income. Timothy holds a Bachelor's Degree from Illinois State University and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his advisory work, Timothy serves as the Third District Councilman in Peoria, where he leads redevelopment efforts in the Historic East Bluff. He and his wife Barbara have five children, including three adult daughters and two high school-aged sons, and have been a foster care family since 2009. In his free time, Timothy enjoys gardening, genealogy, hiking, spending time with family, traveling, amateur landscaping, and running recreationally, including participation in the Steamboat Classic each summer.
Eric G
Series 66
Peoria, IL
Merrill
Eric Graue is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2005 after spending eight years as a business consultant. Eric holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA). He earned a Bachelor of Science degree in General Engineering from the University of Illinois. Over his career, Eric has developed expertise in areas such as college education planning, family wealth management strategies, legacy planning, philanthropic planning, tax minimization, and retirement income. He applies a thorough approach to client strategies, drawing from his engineering background to keep recommendations simple and understandable. Eric lives in Lincoln, Illinois with his wife and their four children. He is active in his community, serving as Chairman of the Abraham Lincoln Memorial Hospital Foundation, a board member of Memorial Health, and a trustee for Lincoln College. Additionally, he coaches youth sports teams and has held leadership roles in local organizations including the Lincoln/Logan County Chamber of Commerce and Logan County Leadership Academy.
Kyle R
Series 65, Series 63
Peoria, IL
Morgan Stanley
Kyle Rutledge is a financial advisor with Morgan Stanley in Peoria, IL, holding Series 65 and Series 63 licenses and five years of industry experience. His prior roles include positions at Goldman Sachs, BMO Harris Bank, and Swoon Staffing. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client engagement and employer-sponsored agreements.
Jared H
Series 66
Washington, IL
Edward Jones
Jared Harrison is a financial advisor with Edward Jones in Washington, IL, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers 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.
Megan B
Series 66
Peoria, IL
Morgan Stanley
Megan Bannan is a financial advisor with Morgan Stanley in Peoria, IL, holding a Series 66 designation and bringing 16 years of industry experience. She has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a wide array of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses firm-approved tools and market modeling techniques.
Brett W
Series 66
Pekin, IL
LPL Financial
Brett Wieser is a financial advisor with LPL Financial in Pekin, IL, holding a Series 66 license and three years of industry experience. His prior roles include positions at Citizens Equity First Credit Union, Eastman Financial and Insurance Services LLC, and MassMutual. He also spent 14 years as a self-employed commodity trader. Wieser advises clients and members of Citizens Equity First Credit Union on financial matters through an affiliated LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of financial planning and advisory programs supported by research and model portfolios, offering both discretionary and non-discretionary management across its services.
Shayne C
Series 66
Peoria, IL
Morgan Stanley
Shayne Christe is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, N.A. since 2023. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and investment models. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.
Vaughan M
Series 66
Eureka, IL
LPL Financial
Vaughan Meiss is a financial advisor with LPL Financial holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Financial and the Clark and Meiss Group Wealth Management, he worked for the World Relief Corporation of National Association of Evangelicals for eight years and held roles at Olivet Nazarene University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm provides various advisory programs, financial planning, and retirement plan consulting supported by research, model portfolios, and multiple investment strategies.
Patrick W
Series 63, Series 65
Peoria, IL
Morgan Stanley
Patrick Wolbeck is a financial advisor at Morgan Stanley with 26 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. He holds Series 63 and Series 65 securities licenses. Morgan Stanley Wealth Management serves individual and institutional clients by offering a broad range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations and Secular Return Estimates from its Global Investment Committee.
Bonnie B
Series 63, Series 65
Peoria, IL
Morgan Stanley
Bonnie Brockett is a financial advisor at Morgan Stanley in Peoria, IL, holding Series 63 and Series 65 credentials with three years of industry experience. Her prior work includes roles at David Vaughan Investments and Wells Fargo. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its clients' financial goals.
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Finding advisors...
217 advisors near
61755
within the area shown on the map
Out of 400,000+ nationwide