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10 advisors near
61455
within the area shown on the map
Out of 400,000+ nationwide
Aaron B
Series 66
Macomb, IL
LPL Financial
Aaron Black is a financial advisor with LPL Financial in Macomb, Illinois, holding a Series 66 designation and seven years of industry experience. He has previously worked at Table Grove State Bank Financial Services and First Bankers Trust Co. Outside of his advisory role, he is involved in a real estate rental business. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and various operational tools.
Matthew L
Series 66
Macomb, IL
Edward Jones
Matthew Lawver is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked at United Community Bank for three years and Rarotonga State Bank for four years. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.
Preston G
Series 66
Macomb, IL
Edward Jones
Preston Gray is a financial advisor with Edward Jones in Macomb, Illinois, holding a Series 66 designation and four years of industry experience. He has worked at Edward Jones since 2021 and is also part-owner of Gray Bros Lawn Care, where he supervises and teaches lawn mowing operations. Additionally, he is a part-owner of Yarg Investments, a real estate investment LLC that manages short-term rental property maintenance. 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 supported by a nationwide network of financial advisors and branch offices.
Seth M
ChFC®, Series 66
Macomb, IL
Edward Jones
Seth Minter is a financial advisor at Edward Jones in Macomb, IL, holding the ChFC® and Series 66 credentials with five years of industry experience. Prior to joining Edward Jones in 2020, he worked at Missouri State University and Western Illinois University. Outside of advising, he owns a retail business, 309 Marketplace, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.
Jerry B
Series 63, Series 65
Macomb, IL
OSAIC
Jerry Brookhart is a financial advisor at OSAIC with 20 years of industry experience. He previously worked at Woodbury Financial Services and Purdum Gray Ingledue, Inc. Outside of his advisory work, he is involved in community service as a regional president for Rotary International and serves as a trustee for Emmett Township. He is also active in local agricultural education through the FFA Alumni organization and serves as a deacon at Scotland Trinity Presbyterian Church. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering comprehensive brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and risk-tolerance assessments to construct diversified portfolios across various asset classes.
Jessica P
Series 66
Macomb, IL
Edward Jones
Jessica Pittman is a financial advisor at Edward Jones in Macomb, IL, holding a Series 66 designation. She has been with Edward Jones since 2024. Prior to joining Edward Jones, she worked at IDEX-Trebor International and IDEX-Knight, LLC from 2017 to 2021 and has experience in other industries including American Nutrition and Pottery Barn Kids. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.
David G
Series 63, Series 65
Macomb, IL
LPL Financial
David Garner is a financial advisor with LPL Financial in Macomb, Illinois, holding Series 63 and Series 65 licenses and over 44 years of industry experience. He has been with LPL Financial since 1987. In addition to his advisory role, he sells long-term health care insurance for Golden Rule. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services with a focus on financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.
Cory C
Series 66
Macomb, IL
Ameriprise
Cory Clem is a financial advisor at Ameriprise with 15 years of industry experience, including 13 years at Edward Jones. He holds the Series 66 designation. Outside of his advisory role, Clem is involved in several business ventures such as e-commerce and has positions on the boards of the Macomb Park District and the Macomb Airport Authority, as well as a nonprofit car museum. Ameriprise offers retirement-income planning services for individuals nearing or in retirement, focusing on clients with significant investable assets. The firm utilizes a centralized consulting team to deliver non-discretionary, research-driven recommendations that integrate tax-efficient strategies and adaptive withdrawal planning.
Michael E
CFP®, Series 66
Macomb, IL
Edward Jones
Michael Eckardt is a CFP® professional with nine years of industry experience. He has worked at Edward Jones since 2017 and previously held roles at Farmers National Bank of Griggsville and Midwestern Securities Trading Co. Eckardt serves as a trustee for the Emmett Chalmers Fire Protection District in Macomb, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options, supported by a large network of financial advisors and branch offices.
Jordan P
CFP®, Series 66
Macomb, IL
Edward Jones
Jordan Pounders is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Edward Jones since 2019 and previously was self-employed and employed at MidAmerica National Bank. Based in Macomb, IL, he provides financial advisory services through Edward Jones. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.
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Finding advisors...
10 advisors near
61455
within the area shown on the map
Out of 400,000+ nationwide