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175 advisors near
62010
within the area shown on the map
Out of 400,000+ nationwide
Terri S
Series 63, Series 65
Godfrey, IL
Raymond James Financial
Terri Schneider is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing nine years of industry experience. She has worked at Raymond James in various capacities since 2016. Schneider also serves as an independent contractor financial advisor with Claywell Asset Management and Embark Wealth Partners, and she is involved in succession planning through ownership of JEN Holdings, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary investment consulting using detailed risk profiling and modeling tools, and it supports clients through various advisory programs and institutional consulting arrangements.
Samuel B
CFP®, Series 66
Edwardsville, IL
Edward Jones
Samuel Bickel is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Prior to that, he worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC from 2016 to 2020. Outside of his advisory work, he is a member of Bickel Properties LLC, a limited liability company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.
Kenneth H
Series 63, Series 66
Bethalto, IL
Edward Jones
Kenneth Harmon is a financial advisor with Edward Jones in Bethalto, IL, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Edward Jones for 28 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment options. The firm manages approximately $1.01 trillion in assets and operates through a large network of advisors and branch offices nationwide.
Stephen S
Series 66
Alton, IL
Cetera
Stephen Strinni is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He has worked with Cetera since 2019 and has prior experience at PNC Investments and Regions Bank. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with portfolio management, financial planning, and access to third-party managers, overseeing more than $256 billion in assets through a network of over 10,000 advisors.
Mark K
Series 66
Edwardsville, IL
LPL Financial
Mark Korte is a financial advisor at LPL Financial with a Series 66 designation and five years of industry experience. He has been with LPL since 2020 and has a long-standing affiliation with Scheffel Boyle dating back to 1993. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.
Lisa H
ChFC®, Series 63, Series 65
Edwardsville, IL
Raymond James Financial
Lisa Hock is a ChFC® with 29 years of industry experience, currently serving at Raymond James Financial. Her career includes roles at UMB Scout Brokerage and Benjamin F. Edwards, along with her ongoing work at Busey Bank since 2019. She is also a volunteer member of the Finance Committee at the Main Street Community Center in Edwardsville, IL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs analytical tools and non-discretionary consulting tailored to client goals and supports a broad network of advisors with municipal and public finance expertise.
Jonathan R
Series 66
Edwardsville, IL
STIFEL
Jonathan Ratterman is a financial advisor with Stifel in Edwardsville, IL, holding a Series 66 designation. He has been with Stifel Financial Corporation since 2019, with a total of five years of experience at the firm. Prior to joining Stifel, he was affiliated with The University of Mississippi from 2018 to 2022. Stifel serves a broad range of clients, including individuals, institutional clients, and nonprofit entities, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.
Jesse S
Series 66
Alton, IL
Raymond James Financial
Jesse Simmons is a financial advisor at Raymond James Financial Services Advisors, Inc. with one year of industry experience. He holds the Series 66 designation and has prior experience at firms including Confluence Wealth Management and Rexencore LLC. Outside of advisory work, he coordinates and facilitates insurance policy placement as a broker. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm employs tailored, non-discretionary planning using analytical tools to align with client goals and supports a large network of advisors with a focus on municipal and public-finance work.
Andrew B
Series 66
Staunton, IL
Edward Jones
Andrew Brown is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has previously worked at MRP Capital Group and Cushman & Wakefield. 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 under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Ronald F
Series 63, Series 65
Edwardsville, IL
Equitable Advisors
Ronald Franzen is a financial advisor with Equitable Advisors in Edwardsville, IL, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Equitable Advisors since 2008 and also operates Franzen Wealth Strategies, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, utilizing multiple third-party advisory programs and offering both advisory and brokerage/insurance channels.
Andrea K
Series 66
Bethalto, IL
Edward Jones
Andrea Kramer is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. She has worked at Edward Jones since 2009, including prior roles before becoming an advisor. 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 programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.
Scott M
Series 66
Godfrey, IL
Edward Jones
Scott Mandrell is a Series 66-licensed financial advisor with Edward Jones, where he has worked since 2020. He has five years of industry experience and a background that includes two decades in the School District of Clayton and ongoing service with the Hazelwood School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide. 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 large network of advisors and branches.
Andrea K
Series 66
Staunton, IL
Edward Jones
Andrea Kessler is a Series 66 licensed financial advisor with Edward Jones in Staunton, IL, where she has worked since 2023. She has three years of industry experience, including prior roles at Illinois Farm Business Farm Management and First National Bank. Kessler is also involved in managing and operating family farming operations in Illinois. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a nationwide network of financial advisors and branch offices.
Angela W
Series 66, Series 63
Edwardsville, IL
Morgan Stanley
Angela Wakeford is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds the Series 66 and Series 63 designations and has worked at Morgan Stanley and Morgan Stanley Smith Barney since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services utilizing structured discovery processes and firm-approved tools.
Christopher R
Series 66
Alton, IL
STIFEL
Christopher Ray is a financial advisor at Stifel with 13 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus since 2012. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach uses proprietary methodology and probabilistic modeling developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.
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Finding advisors...
175 advisors near
62010
within the area shown on the map
Out of 400,000+ nationwide