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15 advisors near
61068
within the area shown on the map
Out of 400,000+ nationwide
Nathan H
Series 65
Davis Junction, IL
Haas Trade Advisors LLC
Nathan Haas is the principal of Haas Trade Advisors LLC and holds a Series 65 designation. He has experience in financial advising beginning in 2024 and concurrent service in the Tennessee Air National Guard since 2021. His prior professional background includes roles at Primerica Advisors and Hanson Professional Services. Haas Trade Advisors LLC provides financial planning and consulting services to individual clients primarily through video conferencing and an online client portal. The firm focuses on fundamental analysis, long-term investment strategies, and strategic asset allocation, offering written financial plans without managing client assets or custody of funds.
Carl M
Series 63, Series 65
Byron, IL
Brookstone Capital Management LLC
Carl Mook is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Brookstone since 2014 and has longstanding roles with AIG American General Life Insurance Company and his own Carl Mook Financial Group dating back to 1981. He also teaches a class at Rock Valley College in Rockford, IL. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and sovereign wealth funds. The firm emphasizes a platform approach, supporting a large advisor network with turnkey asset management services and offering a range of discretionary investment strategies.
Jessica S
Series 66
Byron, IL
Key Investment Services LLC
Jessica Snyder is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 20 years of industry experience. She worked at U.S. Bancorp Investments, Inc. for 16 years before joining Key Investment Services in 2022. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs with custodial and trade execution services, using a multi-provider model that includes platform management by Envestnet and portfolio design by the Key Wealth Chief Investment Office and third-party managers.
Ashley J
Series 63, Series 65
Rochelle, IL
LPL Financial
Ashley Jackson is a financial advisor with LPL Financial based in Rochelle, IL, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has worked at Central Bank of Illinois (formerly 1st Nat'l Bank of Rochelle) since 2011, concurrently with her role at LPL Financial. 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, supported by advisor-facing technology tools.
Susana B
Series 66
Rochelle, IL
LPL Financial
Susana Belmonte is a financial advisor at LPL Financial in Rochelle, IL, holding a Series 66 designation with two years of industry experience. She has worked at Central Bank Illinois and LPL Financial since 2015. 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 and access to third-party asset management, supported by a large network of investment adviser representatives.
Cynthia B
CFP®, Series 63
Oregon, IL
Edward Jones
Cynthia Byrd is a CFP®-designated financial advisor with Edward Jones, where she has worked since 1999. She has 37 years of industry experience, including prior work at Polo National Bank and First Bank South. Outside of her advisory role, she and her spouse are joint owners of commercial property and farmland in Oregon, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of advisors and branch offices.
Mc Kenna M
Series 66
Kirkland, IL
Edward Jones
Mc Kenna Marcinkowski is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked in various roles including government service with DeKalb County and in the hospitality sector. Outside of advising, she owns a custom T-shirt sales business called Made by Mack. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.
Jeffrey C
Series 63, Series 66
Rochelle, IL
LPL Financial
Jeffrey Carson is a financial advisor with LPL Financial in Rochelle, IL, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He worked at INVEST Financial Corporation for 14 years before joining LPL Financial in 2018. Carson also operates a separate business entity, Carson Investments, Inc., for tax and investment purposes. 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 portfolio programs, and institutional platforms, supported by a broad network of over 22,800 advisors.
Charles S
CFP®, Series 66
Byron, IL
Edward Jones
Charles Schaeffer is a CFP®-designated financial advisor at Edward Jones with five years of industry experience. He has held roles at Edward Jones since 2020 and previously worked at Fastenal and Brothers Country Supply. 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 investment strategies, including discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Bradley S
Series 66
Rochelle, IL
Edward Jones
Bradley Stojan is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.
Jennifer J
Series 66
Malta, IL
LPL Financial
Jennifer James is a Series 66-credentialed financial advisor with LPL Financial, with six years of industry experience. She has been with LPL Financial since 2018, following roles at IAU College and Northern Illinois University's Study Abroad Department. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customizable strategies supported by operational tools including machine learning, managing over $819 billion in discretionary assets through a network of more than 22,800 advisors.
Gregory F
Series 66
Rochelle, IL
LPL Financial
Gregory Folmar is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for three years before joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers diversified investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.
Anthony R
CFP®, Series 66
Rochelle, IL
Edward Jones
Anthony Rowley is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2015. He has 11 years of industry experience and is also a Major and Executive Officer in the United States Marine Corps Reserve. Outside of his advisory role, he is self-employed in raising cattle. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard with a large national network of advisors and branch offices.
Edward C
Series 63, Series 65
Edmond, IL
Cetera
Edward Carey is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has operated his own CPA tax accounting practice since 1979. Carey has been affiliated with Cetera and its related entities since 2000. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform offering a range of portfolio management and financial planning services across various program structures and custodial relationships.
Jessica M
Series 66
Rochelle, IL
Edward Jones
Jessica Morris is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to that, she was with Luckett & Farley from 2015 to 2018. Edward Jones is a full-service wealth management firm serving over 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 nationwide network of more than 23,700 financial advisors.
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Finding advisors...
15 advisors near
61068
within the area shown on the map
Out of 400,000+ nationwide