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8 advisors near
61910
within the area shown on the map
Out of 400,000+ nationwide
Thomas G
Series 66
Ashmore, IL
Cetera Planning Partners
Thomas Gilbert is a financial advisor with Cetera Planning Partners, holding a Series 66 designation and bringing 26 years of industry experience. His career includes long-term roles at Avantax Planning Partners Inc and Honkamp Krueger Financial Services. He is a shareholder and advisor with Thomas L. Gilbert Financial Services, a wealth management firm. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm provides additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers, with an investment process centered on diversified mutual fund and ETF allocations tailored to client objectives and risk tolerance.
Jeffrey J
Series 63, Series 65
Arcola, IL
OSAIC
Jeffrey Jacobson is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at multiple firms, including Bridgehead Financial Group, LLC, Securities America, Inc., and Voya Financial Advisors. Jacobson also serves as a board member of the Cottleville-Weldon Spring Chamber of Commerce, contributing to local business initiatives. Osaic Wealth, Inc. serves a broad client base, including retail and institutional investors, offering brokerage and advisory services, financial planning, and access to various managed account solutions. The firm employs advanced portfolio construction tools and supports a range of investment platforms and third-party services.
Jessica H
Series 66
Tuscola, IL
Edward Jones
Jessica Hanner is a financial advisor with Edward Jones, holding a Series 66 designation and four years of industry experience. She worked previously for Tuscola Community Unit School District #301 from 2015 to 2021 before joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts.
John B
Series 63, Series 66
Arcola, IL
Cambridge Investment Research Advisors
John Bennett is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016, following a year at Transamerica Financial Advisors. Outside of his advisory role, Bennett is an independent insurance agent and is involved in tax planning services. Cambridge Investment Research Advisors is an 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 plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platform options tailored to client objectives.
Lisa B
CFP®, Series 63
Arcola, IL
Cambridge Investment Research Advisors
Lisa Boyer is a CFP® credentialed financial advisor with Cambridge Investment Research Advisors, where she has worked since 2016. She has 42 years of industry experience and has been co-owner of Boyer & Sappenfield Investment Advisors since 1983. Boyer serves on the boards of MacMurray College and the Parkland College Foundation, and coaches girls basketball for the Arcola School District. Cambridge Investment Research Advisors is a large SEC-registered firm that serves 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 using a variety of portfolio management and model-based solutions.
Ryan K
CFP®, ChFC®, Series 66
Arthur, IL
Edward Jones
Ryan Kleiss is a CFP®, ChFC®, and Series 66-registered financial advisor with Edward Jones, where he has worked since 2016. He has 19 years of experience in the financial industry. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, institutions, pension plans, corporate clients, and charitable organizations. The firm manages over $1 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.
Stan B
Series 66
Arcola, IL
Cambridge Investment Research Advisors
Stan Boyer is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2016. He has 17 years of industry experience and also operates Boyer & Sappenfield Investment Advisors, where he has been involved since 2004. Boyer serves on the board of the Arcola Museum in Illinois. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, trusts, and estates through a network of independent financial professionals. The firm offers financial planning, investment management, and retirement plan advisory services using a variety of strategies and platform arrangements tailored to client objectives.
Cory K
CFP®, Series 66
Tuscola, IL
Edward Jones
Cory Kleiss is a CFP® and Series 66-registered financial advisor with Edward Jones in Tuscola, IL, bringing 19 years of industry experience. He has been with Edward Jones since 2006. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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Finding advisors...
8 advisors near
61910
within the area shown on the map
Out of 400,000+ nationwide