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6 advisors near
60970
within the area shown on the map
Out of 400,000+ nationwide
Nickolas S
Series 66
Clifton, IL
Irontree Advisors LLC
Nickolas Simoneau is a financial advisor at Irontree Advisors LLC with 14 years of industry experience. He holds a Series 66 designation and has led Irontree Advisors since 2013. In addition to his advisory role, he operates a tax preparation business and holds Illinois property/casualty and life/health insurance licenses, which he uses to offer complementary insurance services. Irontree Advisors serves individual clients, high-net-worth individuals, and trusts by providing discretionary portfolio management and comprehensive wealth planning. The firm employs a diversified investment approach incorporating fundamental, technical, quantitative analysis, and modern portfolio theory, using various tools such as mutual funds, ETFs, and alternative investments, tailored to client goals and risk tolerance.
Taryn O
Series 66
Clifton, IL
Cetera
Taryn Olszewski is a financial advisor with Cetera, holding a Series 66 designation and 21 years of industry experience. She has been with Cetera and related entities since 2014, including work with Regions Bank. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual clients, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with a multi-manager platform and reported assets under management exceeding $256 billion.
Erin H
Series 66
Watseka, IL
Raymond James Financial
Erin Heeren is a financial advisor at Raymond James Financial with a Series 66 designation and over 17 years of experience in the financial services industry. Her work history includes long-term roles at Raymond James Financial Services, Inc. and Iroquois Federal. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, supports municipal and public-finance work, and has introduced specialized advisory programs such as SIMPLE IRA Employer Advisory & Consulting Services.
Stuart S
ChFC®, Series 66
Watseka, IL
Edward Jones
Stuart Swalls is a financial advisor with Edward Jones in Watseka, IL, holding the ChFC® and Series 66 designations and bringing 11 years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch. 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 wrap fee programs and separately managed accounts, supported by a nationwide network of more than 23,700 advisors.
Kyle L
Series 63, Series 66
Gilman, IL
LPL Financial
Kyle Leydens is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 10 years of industry experience. He previously worked at Edward Jones for seven years before joining LPL Financial and HighPoint Advisor Group, LLC. 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 financial planning, asset management, and retirement advice services through a large network of investment adviser representatives utilizing various portfolio strategies and advisory platforms.
Charles C
Series 66
Watseka, IL
Edward Jones
Charles Cady is a financial advisor with Edward Jones in Watseka, Illinois, holding a Series 66 credential and seven years of industry experience. He has worked at Edward Jones since 2018 and previously held positions at Chicago Water and Fire Restoration and Servpro of Champaign Urbana. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.
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Finding advisors...
6 advisors near
60970
within the area shown on the map
Out of 400,000+ nationwide