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11 advisors near
62286
within the area shown on the map
Out of 400,000+ nationwide
Suzanne E
Series 66
Sparta, IL
D.A. DAVIDSON & Co.
Suzanne Evans is a financial advisor at D.A. Davidson & Co. with eight years of industry experience. She holds a Series 66 designation and has been with D.A. Davidson since 1998, accumulating 28 years with the firm. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and a private wealth program for clients with significant net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analyses.
Thomas L
Series 66
Sparta, IL
Edward Jones
Thomas Lewis is a Series 66-licensed financial advisor with Edward Jones, based in Sparta, IL. He has two years of industry experience, including five years in the United States Marine Corps and five years at Ameren Missouri prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products. The firm operates under a fiduciary standard and supports its advisory services with a large network of financial advisors and branch offices nationwide.
Timothy S
Series 66
Sparta, IL
LPL Financial
Timothy Stamps is a financial advisor with LPL Financial and holds the Series 66 designation. He has four years of industry experience, including prior roles at Kestra Advisory, Kestra Investment Services, and CRDN of Greater St. Louis. Outside of his advisory work, he is a commissioned notary in Sparta, Illinois. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a broad range of advisory programs, financial planning, and retirement consulting, employing both discretionary and non-discretionary management supported by in-house and third-party research.
Tyler T
Series 66
Steeleville, IL
LPL Financial
Tyler Thompson is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2018, he worked at The Boeing Company for nine years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.
Katie K
Series 66
Steeleville, IL
LPL Financial
Katie Keller is a financial advisor with LPL Financial in Steeleville, Illinois, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Howell Financial Services, Inc. and Regions Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, supported by model portfolios and research.
Chris M
Series 63, Series 65
Steeleville, IL
LPL Financial
Chris Mincheff is a financial advisor with LPL Financial in Steeleville, IL, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with Linsco/Private Ledger Corp., an LPL Business, for 28 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with discretionary and non-discretionary management options, supported by research and model portfolios.
Michael H
Series 63, Series 65
Steeleville, IL
LPL Financial
Michael Howell is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 28 years of industry experience. He has worked at LPL Financial since 1998 and also operates Howell Financial Services, Inc. In addition to his advisory role, Howell is an attorney specializing in elder law and estate planning and serves as controller for several nonprofit organizations related to trapshooting. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.
Brian P
Series 63, Series 65
Sparta, IL
Raymond James Financial
Brian Patton is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 credentials and has 31 years of industry experience. He previously worked at Commonwealth Financial Network and Investment Centers of America, in addition to a long tenure at First National Bank of Sparta. Outside of advising, he operates Patton Wealth Management as an independent contractor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through various advisory programs and specialized institutional services.
Steven P
Series 63, Series 66
Sparta, IL
Edward Jones
Steven Papenberg is a financial advisor with Edward Jones in Sparta, Illinois, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.
Regina H
Series 66
Sparta, IL
Edward Jones
Regina Heller is a Series 66-licensed financial advisor with Edward Jones in Sparta, IL, where she has worked since 2020. She has six years of industry experience and previously worked at Liberty Mutual Insurance for 22 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations, with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.
Logan J
Series 66
Sparta, IL
LPL Financial
Logan Jones is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has prior work experience at Howell Financial Services, McKendree University, and Zanders Sporting Goods. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, supported by research and model portfolios from internal and third-party sources.
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Finding advisors...
11 advisors near
62286
within the area shown on the map
Out of 400,000+ nationwide