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8 advisors near
61342
within the area shown on the map
Out of 400,000+ nationwide
Christopher E
Series 63, Series 65
Mendota, IL
Cetera
Christopher Eller is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 34 years of industry experience. He previously worked at Investment Centers of America for 13 years and has owned Chris Eller The Retirement Specialists since 2017, providing financial and tax services. He also works as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and retirement services using a multi-manager platform with discretionary and non-discretionary options.
Willard M
CFP®, Series 66
Mendota, IL
Edward Jones
Willard Mc Lachlan is a CFP®-credentialed financial advisor with Edward Jones in Mendota, Illinois, where he has worked since 2018. He has seven years of industry experience and has a background in agriculture, including managing family farms and owning agricultural businesses. Outside of his advisory role, he is involved in farming activities through several family-related agricultural operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.
John A
Series 63
Ottawa, IL
Cambridge Investment Research Advisors
John Armstrong is a Series 63-licensed advisor with 33 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2020. He previously worked at Raymond James Financial Services and runs a personal farming property management business. Armstrong also serves as a board member of Ottawa Savings Bank. 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 Financial Professionals, employing proprietary and third-party strategies across multiple platform arrangements.
Clint O
CFP®, Series 66
Mendota, IL
Edward Jones
Clint O'Brien is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. He holds a Series 66 designation and is based in Mendota, Illinois. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Lucas O
CFP®, Series 63, Series 65, Series 66
Mendota, IL
Edward Jones
Lucas O’Brien is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds the Series 63, 65, and 66 designations. Outside of his advisory role, he is involved with Fulton Publishing in Meadville, PA. 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 national network of financial advisors and branch offices.
Eric A
Series 63, Series 66
Mendota, IL
Cetera
Eric Arkins is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 25 years of industry experience. He previously worked at Commonwealth Financial Network and Investment Centers of America, and he also operates under the DBA Chris Eller The Retirement Specialists. Outside of his advisory role, he sells fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform that offers portfolio management, financial planning, and access to third-party money managers. The firm supports a range of program structures and discretionary authorities, featuring affiliations that enhance its product offerings and scale.
Neal O
Series 63, Series 66
Mendota, IL
Edward Jones
Neal O'Brien is a financial advisor with Edward Jones in Mendota, IL, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. He has been with Edward Jones since 1985. Outside of his advisory role, Neal maintains rental property management activities. 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, supported by a large network of financial advisors and branch offices nationwide.
Sarah C
Series 63, Series 65
Mendota, IL
Cetera
Sarah Coss is a financial advisor at Cetera with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with several firms including Commonwealth Financial Network and Chris Eller The Retirement Specialists. Outside of her advisory role, she serves as a board member for the Mendota High School Board of Education. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, and institutional clients through a large network of independent advisors. The firm offers portfolio management, financial planning, and access to various investment programs, managing over $256 billion in assets across more than 10,000 advisors.
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Finding advisors...
8 advisors near
61342
within the area shown on the map
Out of 400,000+ nationwide