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38 advisors near
61270
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Patrick L
Series 63, Series 66
Clinton, IA
Vital Capital LLC
Patrick Lonergan is a financial advisor with Vital Capital LLC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His work history includes roles at Vital Strategies LLC, Central Wealth Management LLC, Eagle Strategies LLC, and NYLIFE Securities LLC. Outside of advisory activities, he owns and operates an insurance brokerage under the Lonergan Group and is involved in managing senior housing properties through Park Vista Senior Housing Management. Vital Capital LLC provides discretionary portfolio management and financial planning services to individuals, small businesses, charities, trusts, and estates. The firm combines fundamental and technical analysis tailored to client objectives and incorporates due diligence on private and alternative investments, managing approximately $41.7 million in assets.
Carey H
CFP®
Clinton, IA
Vital Capital LLC
Carey Hilburn is a CFP® professional with 10 years of industry experience, currently serving at Vital Capital LLC since 2021. Prior to this, Carey worked at Central Wealth Management, LLC, Beaird Harris Wealth Management, and Quest Capital Management, Inc. Outside of advisory work, Carey also consults for VITAL LLC in a non-investment capacity. Vital Capital LLC is a five-advisor firm that serves individuals, small businesses, charities, trusts, and estates through discretionary asset management and sub-advisory services. The firm employs fundamental and technical analysis tailored to each client’s objectives and incorporates alternative investments and private offerings where appropriate.
Randy K
Series 63, Series 65
Clinton, IA
Stratos Wealth Partners, Ltd
Randy Kirkpatrick is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked at Stratos Wealth Partners since 2017 and at LPL Financial since 2016. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm with approximately $18.6 billion in assets under management, serving more than 24,000 clients through a network of about 366 advisors. The firm offers a range of portfolio management and financial planning services, utilizing an open-architecture investment approach that includes both advisor-managed and model-based strategies.
Michel S
Series 66
Clinton, IA
Stratos Wealth Partners, Ltd
Michel Stephenitch is a financial advisor at Stratos Wealth Partners, Ltd with one year of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Custom-Pak. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm managing approximately $18.6 billion in assets and serving over 24,000 clients. The firm offers advisor-managed and model-based portfolios, third-party manager access, and a variety of financial planning and retirement consulting services, operating with an open-architecture investment approach.
Kelsey G
Series 66
Clinton, IA
Stratos Wealth Partners, Ltd
Kelsey Gammon is a financial advisor at Stratos Wealth Partners, Ltd with eight years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial, Mercy Living Center, Cambridge Investment Research, Inc., and NelsonCorp Wealth Management. She is also a notary public for the state of Iowa. Stratos Wealth Partners provides advisory services to a diverse client base including individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.
Andrew M
Series 63, Series 66
Clinton, IA
Stratos Wealth Partners, Ltd
Andrew Meyers is a financial advisor with Stratos Wealth Partners, Ltd. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. Meyers has worked at Stratos Wealth Partners since 2017 and has been affiliated with LPL Financial since 2014. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm serving more than 24,000 clients through approximately 366 advisors. The firm offers advisor-managed and model-based portfolios with an open-architecture approach, integrating multiple external platforms and investment management solutions.
Carina B
Series 63, Series 65
Clinton, IA
Stratos Wealth Partners, Ltd
Carina Bush is a financial advisor with Stratos Wealth Partners, Ltd and holds Series 63 and Series 65 licenses. She has 22 years of industry experience and has been with Stratos Wealth Partners and LPL Financial since 2014. Bush also operates First Wealth Financial Group, LLP, which she has been associated with since 2012. Stratos Wealth Partners provides advisory services to a diverse client base including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.
Joseph M
Series 63, Series 66
Clinton, IA
Stratos Wealth Partners, Ltd
Joseph Mills is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has worked at Stratos Wealth Partners and LPL Financial since 2014. Outside of his advisory roles, Mills operates JT Mills, Inc., a business entity for tax and investment purposes. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm’s Strategic Wealth Management platform supports both advisor-managed and model-based portfolios across multiple custodians and utilizes affiliated and unaffiliated sub-advisors to implement tailored investment strategies.
Amy C
Series 66
Clinton, IA
Cambridge Investment Research Advisors
Amy Cavanaugh is a Series 66-credentialed financial advisor with Cambridge Investment Research Advisors, where she has worked since 2011. She has 27 years of industry experience. Outside of her advisory role, she serves as president of a nonprofit organization and has been a board member for a local college foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and unaffiliated strategies across multiple platform arrangements.
Brad S
Series 66
Clinton, IA
LPL Financial
Brad Stuart is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He previously worked at Ausdal Financial Partners for 14 years before joining LPL Financial in 2026. Outside of advisory work, he serves on the board of the River Bend Educational Foundation in Fulton, Illinois, which supports local schools and scholarships. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies supported by internal research and third-party subadvisors.
Jerome K
Series 63, Series 66
Clinton, IA
Edward Jones
Jerome Kedley is a financial advisor at Edward Jones in Clinton, IA, holding Series 63 and Series 66 licenses with 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1993. Outside of his advisory role, he serves on the board of the Paul B Sharar Foundation of Clinton Community College and operates a grain farming business in DeWitt, IA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment options. The firm manages over $1 trillion in assets with a nationwide network of more than 23,700 financial advisors.
Matthew C
Series 66
Clinton, IA
Edward Jones
Matthew Coon is a financial advisor with Edward Jones in Clinton, IA, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated capabilities beyond advisory services.
Peter H
Series 63, Series 65
Morrison, IL
Ameriprise
Peter Hembrough is a financial advisor with Ameriprise in Dixon, IL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in farming and custom machine hire activities. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement, typically with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with advisors like Hembrough.
Shane B
Series 66
Sterling, IL
Raymond James & Associates
Shane Beckman is a financial advisor with Raymond James & Associates, holding a Series 66 credential and 11 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.
Michael S
Series 65, Series 63
Clinton, IA
Cambridge Investment Research Advisors
Michael Steigerwald is a financial advisor with Cambridge Investment Research Advisors holding Series 65 and Series 63 credentials and has 11 years of industry experience. His prior work includes roles at JP Morgan Chase Bank and NelsonCorp Wealth Management. Outside of his advisory work, Steigerwald is involved in an insurance and benefits agency. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services. The firm offers both discretionary and non-discretionary investment strategies through various platforms and maintains proprietary and third-party model strategies.
Nicole M
Series 66
Albany, IL
Cambridge Investment Research Advisors
Nicole Mc Williams is a financial advisor with Cambridge Investment Research Advisors in Albany, IL, holding a Series 66 designation and 12 years of industry experience. She has been affiliated with Cambridge Investment Research Advisors since 2016, with prior experience at Sentinel Pension Advisors. In addition to her advisory role, she is also licensed as an insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory, utilizing multiple custody platforms and a combination of proprietary and third-party investment strategies.
Benjamin F
Series 66
Clinton, IA
LPL Financial
Benjamin Fanderclai is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has previously worked at WPF Wealth Management, Ausdal Financial Partners, INC, and Citizens First Bank. Outside of finance, he was involved with Steam Anchor Coffee Co. for three years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, supported by research and model portfolios from LPL Research and third-party subadvisors.
Adam G
Series 66
Sterling, IL
Raymond James & Associates
Adam Gee is a Series 66-licensed financial advisor with Raymond James & Associates, bringing four years of industry experience. Prior to joining Raymond James in 2019, he worked for 12 years at Sterling Public Schools. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional and pension plans, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services.
Kevin P
Series 63, Series 65
Clinton, IA
Morgan Stanley
Kevin Paaske is a financial advisor at Morgan Stanley with 33 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment committee analyses as part of its financial planning process.
Christie F
Series 63, Series 66
Sterling, IL
Raymond James & Associates
Christie Freas is a financial advisor at Raymond James & Associates with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Raymond James since 2003. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through various advisory programs.
James M
CFP®, Series 63, Series 66
Sterling, IL
Edward Jones
James Mc Pherson is a CFP® professional with 25 years of industry experience and has been with Edward Jones since 2000. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns a commercial rental property in Sterling, Illinois. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions. The firm is recognized for its extensive advisor and branch network and offers comprehensive services including discretionary and non-discretionary strategies, tax-efficient solutions, and affiliated investment products.
Graham T
Series 66
Clinton, IA
Edward Jones
Graham Timion is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Vaya Group and Interim HR Consulting, and served at the Corporate Executive Board. 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 across a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.
Dylan D
Series 66
Morrison, IL
Cetera
Dylan Devers is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. He has worked in various roles within Cetera and Wells Financial Service since 2021. Outside of his advisory work, Devers serves on the boards of Self Help Enterprises Inc., an educational nonprofit, and the Sterling Rock Falls Jaycees. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing both affiliated and third-party managers across multiple program structures.
William V
Series 65, Series 63
Sterling, IL
Thrivent Investment Management
William Vandermyde is a financial advisor with Thrivent Investment Management in Sterling, IL, holding Series 63 and Series 65 licenses and having five years of industry experience. His background includes roles at Nestle Purina PetCare Company and Wal-Mart Distribution Center prior to joining Thrivent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial planning without discretionary trading authority and allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”
Steven N
Series 63
Clinton, IA
Ameriprise
Steven Napolitano is a financial advisor with Ameriprise in Clinton, IA, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he serves on the Board of Directors for the Clinton High School Athletic Booster Club and is a self-employed musician. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement recommendations through a centralized consulting team.
Joseph W
CFP®, Series 63
Morrison, IL
Cetera
Joseph Wells is a CFP® professional affiliated with Cetera, bringing 41 years of industry experience. He has worked at Cetera and its affiliates since 2021 and was previously with VOYA Financial Advisors for seven years. Outside of his advisory role, Wells serves on the board of a nonprofit organization and is involved as a part owner in a car wash business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary strategies.
Gary H
Series 63, Series 66
Fulton, IL
LPL Financial
Gary Hayenga is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and possessing 25 years of industry experience. His prior roles include positions at Wells Fargo Bank, Wells Fargo Clearing Services, and Quad City Bank & Trust. He is also involved with Greater Iowa Credit Union. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and consulting services utilizing both discretionary and non-discretionary management approaches along with model portfolios and research support.
Christie A
CFP®, Series 66
Clinton, IA
Edward Jones
Christie Akins is a financial advisor at Edward Jones with nine years of industry experience. She holds the CFP® and Series 66 credentials. Prior to joining Edward Jones in 2017, she worked at LeClaire Manufacturing Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies and is notable for its large network of financial advisors and affiliated capabilities beyond advisory services.
Nicolas L
CFP®, Series 66
Sterling, IL
Edward Jones
Nicolas Lareau is a CFP®-designated financial advisor with Edward Jones in Sterling, IL, where he has worked since 2008, accumulating 18 years of industry experience. Prior to his advisory career, he served as a medic in the U.S. Air Force Illinois Air National Guard. Edward Jones is a full-service wealth management firm serving over four million clients with a wide range of advisory programs, supported by a large network of financial advisors and branch offices nationwide.
Brent A
CFP®, Series 66
Clinton, IA
Edward Jones
Brent Albrechtsen is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. Prior to joining Edward Jones, he worked at Focus Services from 2014 to 2016. Outside of his advisory role, he is CEO of a customer apparel business, serves as assistant chair for United Way in Clinton, IA, and sits on the board of the Absentee and Special Precinct Board. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.
Madeline W
CFP®, Series 66
Prophetstown, IL
Edward Jones
Madeline Wold is a CFP®-certified financial advisor with Edward Jones in Prophetstown, IL, and has seven years of industry experience. She has worked at Edward Jones since 2015 and has held roles at Webster University and Deer Valley Golf Club. 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 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.
Tyler E
Series 66
Rock Falls, IL
Edward Jones
Tyler Ewing is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. 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 through a broad network of advisors and branch offices, offering a range of advisory programs, tax-efficient services, and affiliated investment products.
Jacob W
Series 66
Clinton, IA
Cambridge Investment Research Advisors
Jacob Woodcock is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 14 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014 and also works with Nelson Corp Wealth Management. Outside of his advisory roles, Woodcock is involved in tax preparation through NelsonCorp Tax Solutions LLC and participates in agricultural work on a family farm. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services via a network of independent professionals, utilizing a variety of portfolio management platforms and proprietary as well as third-party investment strategies.
Andrew F
Series 66
Clinton, IA
Edward Jones
Andrew Feller is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. He has a background that includes 18 years of self-employment and over 20 years with the City of Edwardsville Police Department. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers a range of discretionary and non-discretionary investment solutions, tax-efficient services, and affiliated investment products.
Tonya W
Series 66
Morrison, IL
Edward Jones
Tonya Wiersema is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018. Outside of her advisory role, she assists with bookkeeping for her husband’s farming business and volunteers as a bookkeeper for the Chadwick Milledgeville PTO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing over $1 trillion in assets, and offering a range of investment strategies and affiliated financial services.
Ryan B
Series 66
Clinton, IA
Ameriprise
Ryan Batey is a financial advisor at Ameriprise with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Deere Employee Credit Union, LPL Financial LLC, CUNA Mutual Group, and First Midwest Bank. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides ongoing retirement-income planning advice based on a combination of internal investment research and third-party data, with a focus on dependable income sources and tax-aware withdrawal strategies.
Nathan W
CFP®, ChFC®, Series 66
Morrison, IL
Cetera
Nathan Wells is a financial advisor with Cetera, holding CFP® and ChFC® designations and the Series 66 license, with 17 years of industry experience. His prior experience includes seven years at Voya Financial Advisors. Outside of financial advising, he owns and manages an ATM business serving bars and restaurants, and he is involved in operating a bar and axe-throwing entertainment facility. Cetera Investment Advisers LLC operates as a multi-manager platform serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services, allowing advisors to implement model portfolios, select third-party managers, or create customized strategies across multiple program structures.
Chase G
Series 66
Morrison, IL
Cetera
Chase Graham is a financial advisor at Cetera with the Series 66 designation and one year of industry experience. His prior work history includes roles at Wells Financial Services and Sauk Valley Bank. Outside of finance, he has been involved with Cloud9 Marketing LLC and United Real Estate in Chicago. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.
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Finding advisors...
38 advisors near
61270
within the area shown on the map
Out of 400,000+ nationwide