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19 advisors near
62231
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Out of 400,000+ nationwide
John Y
Series 65
Centralia, IL
Terrapene Capital
John Yardley is a financial advisor at Terrapene Capital with a Series 65 designation and no prior industry experience. His professional background includes roles at Yardley Heating and Cooling, Yardley Property, and John's Repairs. Terrapene Capital is a state-registered investment adviser that provides quantitative portfolio management to individuals and institutions via a private pooled vehicle and separately managed accounts. The firm employs machine-learning and quantitative long/short equity models with discretionary risk oversight and serves a small client base including accredited and institutional investors.
Ian T
Series 66
Breese, IL
Midwestern Securities Trading Company, LLC
Ian Timimmermann is a financial advisor with Midwestern Securities Trading Company, LLC, holding a Series 66 designation and one year of industry experience. His prior work includes positions at Bradford National Bank and Knights of Columbus. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, charitable organizations, and community financial institutions. The firm offers financial planning, portfolio management, and fiduciary services, utilizing a combination of discretionary model portfolios and advisory recommendations supported by fundamental and technical research.
Madeline S
CFP®
Centralia, IL
Plancorp, LLC
Madeline Shores is a CFP® professional with experience at Plancorp, LLC and Hoyt Advisors PC. She has worked in accounting and advisory roles at BKD CPAs & Advisors and Kemper CPA Group, and also has a background that includes teaching at Southeast Missouri State University. Outside of financial services, she was involved with Hair of the Dog Centralia LLC. Plancorp serves individuals, business owners, trustees, and organizations by providing wealth management, financial planning, pension consulting, and tax preparation services. The firm’s investment approach utilizes Modern Portfolio Theory and documented Investment Policy Statements, offering both discretionary and non-discretionary management with a focus on fiduciary standards and tax-aware strategies.
Suzanne M
Series 66
Germantown, IL
Benjamin F. Edwards & Company, Inc.
Suzanne Markus is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds a Series 66 designation and has eight years of industry experience. Prior to joining Benjamin F. Edwards in 2022, she worked with firms including Raymond James Financial Services and UBS Financial Services. Outside of her advisory role, she is involved as a marketing partner in a hair care product business. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment management and financial planning services through consolidated wrap fee programs and employs both strategic and tactical portfolio management approaches.
Christopher K
Series 65, Series 66, Series 63
Centralia, IL
Centaurus Financial, Inc.
Christopher Krupp is a financial advisor at Centaurus Financial, Inc. with 10 years of industry experience. He holds Series 65, Series 66, and Series 63 designations. Prior to joining Centaurus Financial in 2017, he worked at Novipax and has held a position at DICK's Sporting Goods since 2016. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements.
Logan I
Series 63, Series 66
Breese, IL
Eagle Strategies (NY Life)
Logan Isaak is a financial advisor with Eagle Strategies (NY Life) based in Breese, IL. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Eagle Strategies, he has worked with Nylife Securities LLC and has been associated with The Timmermann Group for seven years, operating under its DBA name to service insurance and financial product clients. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients. The firm offers a range of advisory services, emphasizing tailored recommendations and managing a significant portion of assets on a non-discretionary basis within the New York Life affiliate structure.
Matthew B
Series 63, Series 65
Breese, IL
Eagle Strategies (NY Life)
Matthew Becker is a financial advisor with Eagle Strategies (NY Life) based in Breese, Illinois. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. In addition to his advisory work, he serves as a substitute teacher and volunteer assistant boys basketball coach at Mater Dei Catholic High School. He has operated Becker Financial since 2016, focusing on brokering insurance products. Eagle Strategies serves a diverse client base, including individuals, institutions, and retirement plans, providing financial planning, investment management, and advisory services. The firm offers multiple program types tailored to client objectives, with most assets managed on a non-discretionary basis and a notable emphasis on retirement plan advisory within an integrated New York Life affiliate structure.
Travis E
Series 63, Series 65
Centralia, IL
Money Concepts Capital Corp
Travis Etheridge is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at Nationwide Financial and currently owns several businesses including The Insurance Alliance, an insurance agency, and Hank's Lounge, a video gaming parlor in Centralia, IL. He is also involved in technology and virtual employee services through NexAgency and Casridge LLC. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment approaches, including model portfolios and third-party sub-advisers, serving approximately 14,700 clients with around $3.33 billion in assets under management.
Amy K
Series 66
Aviston, IL
Edward Jones
Amy Kruse is a financial advisor with Edward Jones in Aviston, Illinois, holding a Series 66 credential and having 11 years of industry experience. She has been with Edward Jones since 2015. In addition to her advisory role, she serves as a board member overseeing the operation of Central Community High School in Breese, Illinois. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.
Seth S
ChFC®, Series 66
Centralia, IL
Edward Jones
Seth Silger is a financial advisor at Edward Jones with the designations ChFC® and Series 66 and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Ward Chrysler Center Inc for 14 years. 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, operating under a fiduciary standard.
Jeremy K
Series 66
Breese, IL
Edward Jones
Jeremy Kueper is a financial advisor with Edward Jones in Breese, Illinois. He holds a Series 66 designation and has seven years of industry experience, all with Edward Jones since 2015. 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 both discretionary and non-discretionary strategies, as well as tax-efficient services and alternative investment options.
Scott W
Series 63, Series 66
Centralia, IL
Edward Jones
Scott Williams is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets.
Jay L
CFP®, Series 63, Series 66
Centralia, IL
Edward Jones
Jay Luse is a CFP®-designated financial advisor with Edward Jones in Centralia, Illinois, and has 24 years of industry experience. He has been with Edward Jones for 23 years. Outside of his advisory role, he holds inherited oil royalties through Bi Petro Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.
Rochelle B
Series 66
Germantown, IL
Wells Fargo Clearing
Rochelle Biggs is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes both non-discretionary and discretionary investment services, with a broad range of financial product offerings including insurance-related vehicles and bank deposit sweep options.
Daniel K
Series 63, Series 66
Centralia, IL
LPL Enterprise
Daniel Kalvaitis is a financial advisor with LPL Enterprise holding Series 63 and Series 66 licenses and four years of industry experience. His career includes positions at Wells Fargo Advisors, Fidelity Investments, TD Ameritrade, and multiple periods of self-employment. LPL Enterprise serves a diverse client base including individuals, retirement plans, charities, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a variety of brokerage and insurance products, delivering investment advice primarily through its network of investment adviser representatives.
Bronson M
CFP®, Series 66
Centralia, IL
Edward Jones
Bronson Meyer is a CFP®-designated financial advisor with Edward Jones, based in Centralia, IL, and has 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. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, supplemented by affiliated mutual funds and a trust company.
John H
Series 63, Series 66
Patoka, IL
Wells Fargo Advisors
John Houston is a financial advisor with Wells Fargo Clearing in Patoka, IL, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Wells Fargo Clearing since 2018 and has prior experience at Digital Intelligence Systems, Camping World, Traxx, Southern Illinois University, and UPS. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.
Terry S
CFP®, ChFC®, Series 63, Series 66
Carlyle, IL
Edward Jones
Terry Stilt is a financial advisor at Edward Jones with 37 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 63 and Series 66 licenses. He has been with Edward Jones since 2001. 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.
Thomas S
CFP®, Series 63, Series 66
Germantown, IL
Edward Jones
Thomas Scott is a CFP® professional with 24 years of industry experience, currently affiliated with Edward Jones since 2020. Prior to this, he worked at MFS Fund Distributors, Inc. for six years. He holds the Series 63 and Series 66 licenses and is based in Germantown, Illinois. 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 services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
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Finding advisors...
19 advisors near
62231
within the area shown on the map
Out of 400,000+ nationwide