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131 advisors near
60468
within the area shown on the map
Out of 400,000+ nationwide
Joseph S
CFP®, Series 63, Series 65
Bourbonnais, IL
STIFEL
Joseph Sikma is a CFP® professional with three years of experience in financial advising, currently with Stifel since 2022. Before joining Stifel, he worked at PrairieView Wealth Partners and has held roles in both community education and manufacturing. Outside of his advising role, he serves on finance committees for local organizations including a church and a YMCA, and also proctors college admissions exams at a community college. Stifel serves a broad range of clients, including individuals, institutions, and municipalities, providing brokerage and advisory services along with financial planning supported by a proprietary investment methodology developed by its Investment Strategy Group.
Anastasia K
Series 63, Series 66
Frankfort, IL
Edward Jones
Anastasia Kilias is a financial advisor at Edward Jones with 15 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Edward Jones in 2022, she worked in educational roles within Summit Hill and New Lenox school districts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.
Keith H
Series 63, Series 66
New Lenox, IL
Cetera
Keith Hearns is a financial professional with 36 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 66 credentials and has worked at Cetera and its affiliated entities since 2019, with earlier experience at Summit Financial Group and James Hearns And Associates, where he has been a partner since 1986. Outside of finance, Hearns is involved in accounting, bookkeeping, and tax services through his partnership in James E Hearns and Associates, LLC, and participates in cattle and grain farming through the Wilson Hearns Farm Partnership. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers, with program options spanning from automated allocations to custom strategies.
Ivan P
Series 66
Frankfort, IL
Edward Jones
Ivan Palomares is a financial advisor at Edward Jones in Palos Hills, IL, holding a Series 66 designation with six years of industry experience. He has worked at Edward Jones since 2019 and previously spent eleven years with Fay Servicing LLC. Outside of advising, he is a rental property owner in Chicago. 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 and advisory services supported by a large network of financial advisors and branch offices nationwide.
Pamela B
Series 65, Series 63
Frankfort, IL
Cetera
Pamela Bettenhausen is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. She is a partner at Strategize Wealth Management Group Inc., where she is involved in training and mentoring independent professionals and serves on the board. Additionally, she owns Strategize Home Solutions LLC, a referral marketing business focused on mortgages. Cetera Investment Advisers LLC serves a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that allows advisors to implement a variety of investment strategies across discretionary and non-discretionary programs, supporting both high-net-worth and non-high-net-worth clients.
De Borah G
Series 63, Series 65
Matteson, IL
LPL Financial
De Borah Gant is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Her professional background includes over three decades at Waddell & Reed, along with roles at various insurance carriers and her own business, Gant Enterprises Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a wide range of advisory programs and services supported by proprietary research, third-party subadvisors, and a variety of portfolio management options.
Llanely M
Series 63, Series 65
Manteno, IL
Raymond James Financial
Llanely Medina is a financial advisor at Raymond James Financial with six years of industry experience. She holds Series 63 and Series 65 credentials and has worked at several major firms, including Bank of America, Merrill, JPMorgan Chase, and Midland States Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary investment consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.
Timothy M
Series 66
Frankfort, IL
Ameriprise
Timothy Mc George is a financial advisor with Ameriprise in Tinley Park, IL, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2004. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop written recommendations tailored for individuals approaching or in retirement. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.
Cameron W
Series 63, Series 66
Frankfort, IL
J.P. Morgan Securities
Cameron Wheeler is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank and Charles Schwab. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund 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.
Jeremy F
Series 66
Frankfort, IL
Ameriprise
Jeremy Folk is a financial advisor at Ameriprise in Frankfort, Illinois, holding a Series 66 designation with 16 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he has a non-investment-related interest in land ownership in Lake Carroll, Illinois. Ameriprise serves clients primarily through a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written retirement income recommendations delivered by a centralized consulting team in partnership with financial advisors.
Ryan W
Series 66
Bourbonnais, IL
Edward Jones
Ryan Weimer is a financial advisor with Edward Jones in Bourbonnais, IL, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked for First Christian Church from 2007 to 2018. 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 strategies supported by a large nationwide network of financial advisors and branch offices.
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Finding advisors...
131 advisors near
60468
within the area shown on the map
Out of 400,000+ nationwide