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16 advisors near
61443
within the area shown on the map
Out of 400,000+ nationwide
Benjamin Y
Series 65
Geneseo, IL
Wisdom Financial Services, L.L.C.
Benjamin Young is a financial advisor at Wisdom Financial Services, L.L.C. with 10 years of industry experience. He holds a Series 65 designation and also practices as an attorney with Greenwood Law, LLC. His prior work includes over a decade at Nash Bean Ford & Brown, LLP. Wisdom Financial Services provides individualized financial planning and discretionary portfolio management primarily to individual households and pension and profit-sharing plans. The firm manages approximately $779 million in discretionary assets and incorporates fundamental analysis and client-specific factors to develop and manage portfolios.
Jacob M
Series 65
Geneseo, IL
Wisdom Financial Services, L.L.C.
Jacob Miller is a financial advisor at Wisdom Financial Services, L.L.C., holding a Series 65 credential with one year of industry experience. He has previously worked at Springfield Armory, Inc. and maintains a management, tax, and accounting role at Miller Farm & Business, Inc. outside of his advisory work. Wisdom Financial Services provides individualized financial planning and discretionary portfolio management primarily for individual households and pension and profit-sharing plans. The firm manages approximately $779 million in discretionary assets and employs a data-driven, fundamental analysis approach to portfolio construction and management.
Jeffrey A
Series 65
Geneseo, IL
Wisdom Financial Services, L.L.C.
Jeffrey Amman is a Series 65-licensed financial advisor with Wisdom Financial Services, L.L.C., bringing three years of industry experience. Prior to joining Wisdom Financial Services in 2023, he worked for 14 years at IH Mississippi Valley Credit Union. Wisdom Financial Services provides individualized financial planning and discretionary portfolio management primarily to individual households and pension and profit-sharing plans. The firm uses a data-driven process to develop client portfolios and partners with Matson Money, Inc. as a sub-adviser.
Justin H
Series 65
Geneseo, IL
Wisdom Financial Services, L.L.C.
Justin Heaton is a Series 65-licensed financial advisor with Wisdom Financial Services, L.L.C. in Geneseo, IL, where he has been practicing for 14 years. He has been with Wisdom Financial Services since 2011, contributing to the firm's offerings as part of a nine-advisor team. Wisdom Financial Services provides individualized financial planning and discretionary portfolio management primarily to individual households and retirement plans. The firm manages approximately $779 million in discretionary assets, employing a data-driven process that incorporates client goals, risk tolerance, and tax considerations, and utilizes Matson Money, Inc. as a sub-adviser.
Curtis F
Series 65
Geneseo, IL
Wisdom Financial Services, L.L.C.
Curtis Ford is a Series 65-licensed advisor with Wisdom Financial Services, L.L.C. in Geneseo, IL, where he has worked since 2004. He has 22 years of industry experience and also serves as an attorney. Ford has been associated with Nash Bean Ford & Brown, LLP since 1993. Wisdom Financial Services, L.L.C. provides individualized financial planning and discretionary portfolio management primarily to individual households and pension and profit-sharing plans. The firm manages approximately $779 million in discretionary assets and uses a data-driven process to develop client portfolios, incorporating fundamental analysis and risk factors.
Gregory H
Series 66
Geneso, IL
Wisdom Financial Services, L.L.C.
Gregory Heaton is a financial advisor with Wisdom Financial Services, L.L.C. in Geneseo, IL, holding a Series 66 designation and 26 years of industry experience. He has been with Wisdom Financial Services since 2003 and operates the Greg Heaton Agency, which sells insurance products. Wisdom Financial Services, L.L.C. provides individualized financial planning and discretionary portfolio management primarily for individual households and pension and profit-sharing plans. The firm manages approximately $779 million in discretionary assets and employs a data-driven approach to portfolio construction and management.
Julia W
Series 65
Geneseo, IL
Wisdom Financial Services, L.L.C.
Julia Wiese is a financial advisor at Wisdom Financial Services, L.L.C. in Geneseo, IL, holding a Series 65 credential with one year of industry experience. Prior to joining Wisdom Financial Services, she worked at Thomson Reuters for nine years and has operated Wiese Accounting since 2004. Wisdom Financial Services, L.L.C. provides individualized financial planning and discretionary portfolio management primarily to individual households and pension and profit-sharing plans. The firm manages approximately $779 million in discretionary assets and employs a data-driven approach that incorporates client goals, risk tolerance, and tax factors to determine asset allocation.
Matthew S
Series 65
Geneseo, IL
Wisdom Financial Services, L.L.C.
Matthew Simosky is a financial advisor at Wisdom Financial Services, L.L.C. in Geneseo, IL, holding a Series 65 license with five years of industry experience. Prior to joining Wisdom Financial Services in 2021, he worked for John Deere for 20 years and operates his own financial planning and tax accounting businesses. He provides accounting and tax preparation services through Simosky Tax & Accounting and financial planning services through Simosky Financial Planning. Wisdom Financial Services, L.L.C. offers individualized financial planning and discretionary portfolio management primarily to individual households and pension and profit-sharing plans. The firm manages approximately $779 million in discretionary assets and employs a data-driven investment approach that incorporates fundamental analysis and client-specific factors such as goals, risk tolerance, and tax considerations.
Karin C
Series 65
Kewanee, IL
Geneva Partners, LLC
Karin Cook is a financial advisor with Geneva Partners, LLC and holds a Series 65 designation. She has no prior experience in the investment industry but has worked at Calvert Tax & Bookkeeping since 1993, which she owns and operates as a public accounting firm offering tax, bookkeeping, and payroll services. Cook is a CPA and dedicates significant time to her accounting and tax practice. Geneva Partners provides discretionary investment supervisory services and portfolio management to individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm uses both fundamental and technical analysis with tailored investment strategies and monitors accounts continuously.
Scott M
Series 65
Geneseo, IL
Wisdom Financial Services, L.L.C.
Scott Moorhead is a financial advisor at Wisdom Financial Services, L.L.C. with 9 years of industry experience. He holds a Series 65 designation and has worked at Wisdom Financial since 2016. In addition to his advisory role, Moorhead is a CPA partner at Moorhead Patterson & Company, P.C., a certified public accounting firm where he provides tax preparation, auditing, and general ledger services. Wisdom Financial Services offers individualized financial planning and discretionary portfolio management primarily to individual households and pension and profit-sharing plans. The firm manages approximately $779 million in discretionary assets and utilizes a data-driven approach that factors in client goals, risk tolerance, and tax considerations to guide asset allocation.
Ronald K
Series 66
Sheffield, IL
Edward Jones
Ronald Kitchens is a financial advisor with Edward Jones in Sheffield, IL, holding a Series 66 designation and eight years of industry experience. He has worked at several firms including Raymond James Financial Services, Midland Wealth Management, and Midland States Bank. Kitchens is also employed as a financial advisor at Midland States Bank, where he assists clients with financial planning and product recommendations. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Michael M
Series 66
Kewanee, IL
Edward Jones
Michael Miler is a financial advisor at Edward Jones in Kewanee, Illinois, holding a Series 66 designation with eight years of industry experience. He previously worked at The Hartford from 2014 to 2017 before joining Edward Jones in 2017. Outside of his advisory work, he coaches 5th and 6th grade boys basketball for Kewanee School District 229. 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 financial advisors and branch offices.
Thomas T
Series 63, Series 66
Geneseo, IL
Edward Jones
Thomas Taylor is a financial advisor at Edward Jones with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at MWA Financial Services Inc, Modern Woodmen of America, and the Geneseo and East Moline School Districts. Prior to his advisory career, he spent 28 years at Walgreen. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.
Patrick K
CFP®, Series 66
Kewanee, IL
Edward Jones
Patrick Kolata is a financial advisor with Edward Jones in Kewanee, IL, holding CFP® and Series 66 designations. He has 13 years of industry experience, all with Edward Jones since 2013. Outside of his advisory role, he is a partner in GK Discounts LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of needs. The firm manages approximately $1.01 trillion in assets with a large network of advisors and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Jesse H
Series 66
Kewanee, IL
Edward Jones
Jesse Humphrey is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously worked for Byrne & Jones Construction for six years. Outside of his advisory role, Humphrey serves as a director for Kewanee Voice, a non-profit news organization based in Kewanee, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.
Todd R
Series 63, Series 66
Kewanee, IL
Edward Jones
Todd Reeser is a financial advisor at Edward Jones with 37 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1988. Outside of his advisory role, he is a partial owner of a real estate business in Lexington, VA. Edward Jones is a full-service wealth management firm serving over four million individuals and institutions. The firm offers a range of managed investment strategies and affiliated financial products through a large nationwide network of advisors and branch offices.
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Finding advisors...
16 advisors near
61443
within the area shown on the map
Out of 400,000+ nationwide