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14 advisors near
62016
within the area shown on the map
Out of 400,000+ nationwide
Paul H
Series 63, Series 66
Jerseyville, IL
BFC PLANNING, Inc.
Paul Hardin is a financial advisor with BFC Planning, Inc. in Jerseyville, IL, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with BFC Planning and Berthel Fisher & Company Financial Services, Inc. since 2012. Outside of his advisory role, Hardin serves as vice president of the City of Jerseyville Police Pension Fund and is a board member and secretary for St. Francis Xavier Cemetery. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various sub-advisory and institutional platforms, employing a range of investment strategies while excluding futures, hedge funds, and digital assets.
Carrie B
Series 63, Series 65
Hardin, IL
First Heartland Consultants, Inc.
Carrie Baalman is a financial advisor with First Heartland Consultants, Inc. She holds Series 63 and Series 65 licenses and has 31 years of industry experience. Baalman has been affiliated with First Heartland Capital, Inc. since 1993 and First Heartland Corporation since 1991. Outside of her advisory role, she is involved in crop management through participation in the Conservation Reserve Program. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based account management, and third-party asset management solutions, delivering advice through a network of independent investment adviser representatives.
Sara N
Series 66
Jerseyville, IL
Edward Jones
Sara Norman is a financial advisor with Edward Jones in Jerseyville, IL, holding a Series 66 designation and five years of industry experience. She has been with Edward Jones since 1989. Outside of her advisory role, she serves as a substitute aerobics instructor at the JCH Wellness Center in Jerseyville. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.
Patrick H
Series 63, Series 65
Hardin, IL
LPL Financial
Patrick Hurley is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with LPL Financial since 2003. Hurley is also involved in offering Medicare supplement insurance policies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Julie B
Series 66
Jerseyville, IL
LPL Financial
Julie Brangenberg is a financial advisor with LPL Financial in Jerseyville, IL, holding a Series 66 credential and over 25 years of industry experience. She has been with LPL Financial since 2003. Outside of her advisory role, she is involved in farm ownership through a perpetual lease with a cell tower company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using a range of strategic and tactical investment approaches.
Anne C
Series 66
White Hall, IL
LPL Financial
Anne Clayton is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 22 years of industry experience. Her career includes roles at Cambridge Investment Research Advisors, Transamerica Financial Advisors, and Equitable Advisors. Outside of advising, she is a co-owner of JACS Global Logistics LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by operational tools such as machine learning.
Sean N
Series 66
Carrollton, IL
LPL Financial
Sean Nelson is a financial advisor with LPL Financial in Carrollton, Illinois, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones for one year before joining LPL Financial in 2015. Outside of his advisory role, he is involved in owning a bar/tavern in Batchtown, Illinois. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services, utilizing various investment strategies supported by advisor-facing tools and maintaining oversight of extensive discretionary assets.
Bradley M
Series 66
Carrollton, IL
Edward Jones
Bradley Mc Gill is a financial advisor with Edward Jones in Carrollton, IL. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Wieland Rolled Products and served in the United States Marine Corps and the Department of Defense Military Police. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Marcus R
Series 66
Jerseyville, IL
Edward Jones
Marcus Renken is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at US Bank, Family Finance Mortgage, and Wells Fargo Home Mortgage. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.
Mark S
Series 63, Series 65
Carrollton, IL
LPL Financial
Mark Shade is a financial advisor with LPL Financial in Carrollton, Illinois, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. His prior work includes roles at American General Securities Incorporated, Mutual Service Corporation, and SFS Consulting. Outside of advisory activities, he is involved in farming through Shady Acres Farms. 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, utilizing model portfolios, third‑party subadvisors, and customized strategies, supported by advanced research and operational tools.
Michael D
Series 66
Carrollton, IL
Edward Jones
Michael Dixon is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Asset Consulting Group for four years, EBS Recruiting/Pace Staffing for one year, and Towle & Co for six years. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.
Scott S
Series 66
Jerseyville, IL
Edward Jones
Scott Schaefer is a Series 66 licensed financial advisor with Edward Jones in Jerseyville, IL, and has two years of industry experience. Prior to joining Edward Jones, he worked at Kernan Land Company and has been involved in property caretaking and farm management. Outside of his advisory role, he owns SK Farming, a land enrolled in the Conservation Reserve Program. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.
Steven M
Series 63, Series 66
Jerseyville, IL
Edward Jones
Steven Medford is a financial advisor with Edward Jones in Jerseyville, IL, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Edward Jones since 2001. Outside of his advising role, Medford is involved in basketball coaching, serving as an assistant coach for Lewis & Clark Community College men's basketball and coaching varsity boys basketball at Marquette Catholic; he also runs a youth basketball camp in Jerseyville. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of investment advisory programs and affiliated products. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.
Hugh A
Series 63, Series 66
Carrollton, IL
Edward Jones
Hugh Allen is a financial advisor with Edward Jones in Carrollton, IL, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he manages his family’s 135-acre crop production farm, overseeing leases, rents, government payments, and capital improvements. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.
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Finding advisors...
14 advisors near
62016
within the area shown on the map
Out of 400,000+ nationwide