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29 advisors near
62468
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Jennifer K
Series 65
Teutopolis, IL
Brucke Financial, Inc.
Jennifer Kinkelaar is a financial advisor at Brücke Financial, Inc. with six years of industry experience and holds the Series 65 designation. She has worked at Brücke Financial since 2019 and is also involved with Kinkelaar Financial Services LLC and Simplicity Group. Outside of her advisory role, she is a partner in Birdin' Falls, LLC, a property ownership partnership. Brücke Financial primarily serves individual and high-net-worth clients, offering portfolio management, financial planning, and pension consulting. The firm employs fundamental analysis, modern portfolio theory, and derivative strategies, and frequently allocates assets to third-party subadvisers, including AI-driven and alternative managers.
Richard H
ChFC®, Series 63, Series 65
Teutopolis, IL
Brucke Financial, Inc.
Richard Hawickhorst is a ChFC® with 44 years of industry experience. He has worked at Brucke Financial, Inc. since 2018 and previously spent 39 years with PRUCO Securities, LLC and The Prudential Insurance Company of America. Brücke Financial, Inc. provides discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, and businesses. The firm employs fundamental analysis and modern portfolio theory, uses subadvisors, and integrates options trading within long-term investment strategies.
Luke D
CFP®, Series 66
Teutopolis, IL
Brucke Financial, Inc.
Luke Doedtman is a CFP® with 14 years of experience in the financial services industry. He has worked at Brucke Financial, Inc. since 2018 and previously held positions at Pruco Securities LLC and The Prudential Insurance Company of America. Outside of his advisory work, Doedtman serves as a trustee for Douglas Township, is a board member of Catholic Charities, and participates in fundraising efforts for St. Michael School. Brücke Financial primarily serves individual and high-net-worth clients, as well as corporations and employee benefit plans, offering portfolio management, financial planning, and pension consulting. The firm uses fundamental analysis and modern portfolio theory, incorporates options and derivatives strategies, and frequently allocates assets to third-party subadvisers, including AI-driven and alternative managers.
Grant B
Series 66
Effingham, IL
FIFTH THIRD SECURITIES, Inc.
Grant Bushue is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Effingham, IL. He holds a Series 66 designation and has 15 years of industry experience, having been with Fifth Third Securities since 2010. Outside of his advisory role, he is involved in technology consulting and real estate management through co-ownership and partnership in local businesses. FIFTH THIRD SECURITIES, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.
Jocelyn S
Series 66
Effingham, IL
FIFTH THIRD SECURITIES, Inc.
Jocelyn Schultz is a financial advisor with Fifth Third Securities, Inc. in Effingham, IL, holding a Series 66 designation and two years of industry experience. Her prior experience includes roles at Fifth Third Bank, First Mid Bank and Trust, and Northwestern Mutual. Outside of financial services, she has worked as a bartender at A1 Liquors. Fifth Third Securities, Inc. serves a diverse client base including high-net-worth individuals and institutional entities through both advisory and brokerage services. The firm offers a variety of investment programs via the Passageway Managed Account platform, combining third-party portfolio managers with advisor guidance.
Brandi A
Series 63, Series 65
Lerna, IL
Planmember Securities Corporation
Brandi Ames is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America and Lincoln Financial Advisors. Outside of finance, she has experience in the fitness industry with Integrated Fitness, Inc DBA Curves. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios and offers education and support services to plan sponsors and participants.
Joseph F
CFA®, Series 66
Effingham, IL
Wells Fargo Advisors
Joseph Fearday is a CFA® charterholder and holds a Series 66 license, with 16 years of industry experience. He has been with Wells Fargo Advisors since 2020 and previously worked at Wells Fargo Clearing from 2016 to 2020. Outside of his advisory role, he has ownership stakes in several investment-related and real estate ventures in Illinois. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial product sales and referral channels.
Amanda G
CFP®, Series 66
Effingham, IL
Wells Fargo Advisors
Amanda Gatewood is a CFP®-designated financial advisor with nine years of industry experience, currently serving clients at Wells Fargo Advisors in Effingham, IL. She has been with Wells Fargo Advisors since 2020 and previously worked at Wells Fargo Clearing from 2016 to 2020. Outside of her advisory role, she holds ownership interests in several investment-related ventures. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial product sales and referral channels.
Matthew B
Series 63, Series 66
Effingham, IL
Edward Jones
Matthew Beck is a financial advisor with Edward Jones in Effingham, IL, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 advisors and 15,000 branches. The firm operates under a fiduciary standard and provides discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.
Alec R
Series 66
Effingham, IL
OSAIC
Alec Ring is a financial advisor at OSAIC with 15 years of industry experience. He holds a Series 66 designation and previously worked at SagePoint Financial for 13 years. Outside of his advisory role, he serves on the board of Christ’s Church and teaches Bible studies. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services along with access to third-party money managers and wrap programs.
Shane T
Series 66
Greenup, IL
Edward Jones
Shane Todd is a financial advisor with Edward Jones in Greenup, IL, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2019, he worked at Casey State Bank and Midwestern Securities Trading Co., LLC, and earlier at Ervin Equipment. He serves as a board member for Casey-Westfield School District and is involved with Casey Industries Inc., promoting economic development in Casey, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment strategies, operates under a fiduciary standard, and is notable for its extensive advisor network and affiliated financial services.
Lynn D
Series 63, Series 66
Effingham, IL
Edward Jones
Lynn Deters is a financial advisor with Edward Jones in Effingham, Illinois, holding Series 63 and Series 66 licenses and having 30 years of industry experience. She has been with Edward Jones since 1996. Outside of her advisory role, Deters is involved in family land management and owns an office building in Effingham. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.
David P
Series 66
Toledo, IL
LPL Financial
David Phipps is a financial advisor affiliated with LPL Financial, holding a Series 66 designation and bringing 27 years of industry experience. His prior roles include positions at Stifel Nicolaus & Co Inc and Cornerstone Wealth Management, with additional experience at First Neighborhood Bank. Outside of his advisory work, he serves as a City Commissioner in Mattoon, Illinois, and is involved in high school and college basketball officiating. 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 portfolio programs, third-party asset management, and institutional platforms, providing a range of advisory and brokerage services supported by advanced operational tools.
Micah T
Series 66
Effingham, IL
Wells Fargo Advisors
Micah Tabbert is a financial advisor at Wells Fargo Advisors with Series 66 registration and four years of industry experience. His prior work history includes roles at CliftonLarsonAllen and Kemper CPA Group. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and integrates advisory services with various financial product sales and referral channels.
William K
Series 66
Effingham, IL
Wells Fargo Advisors
William Kabbes is a financial advisor at Wells Fargo Advisors with a Series 66 credential and three years of industry experience. Prior to joining Wells Fargo Advisors in 2023, he worked at Washington Savings Bank from 2019 to 2023 and served with the Effingham Water Authority from 2016 to 2019. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition planning and special-needs analysis, using Wells Fargo research and planning tools.
Jeremy E
CFP®, Series 66
Effingham, IL
Edward Jones
Jeremy Edwards is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked at SpringMobile - AT&T for three years. Outside of his advisory role, he owns and operates a vending machine business in Dieterich, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment solutions, and affiliated capabilities under a fiduciary standard.
Davis T
Series 66
Effingham, IL
OSAIC
Davis Tingley is a financial advisor at Osaic with a Series 66 designation and one year of industry experience. His work history includes roles at Ring Financial, Lockton Companies, Extended Travel, Heartland Dental, Midland States Bank, and prior experience in education at the University of Illinois at Urbana-Champaign and Effingham St. Anthony Schools. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, employing asset-allocation tools and automated rebalancing to manage portfolios across various asset classes.
Adam B
CFP®, Series 66
Effingham, IL
Edward Jones
Adam Butts is a CFP® professional with 18 years of industry experience, all of which has been at Edward Jones since 2008. He holds the Series 66 designation and is based in Effingham, IL. Outside of his advisory role, he is involved in farm ground cash rent in Chestnut, IL. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional segments, offering a range of advisory programs and maintaining a large national network of financial advisors and branch offices.
Melissa W
Series 65, Series 66
Effingham, IL
Raymond James Financial
Melissa Willenborg is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 65 and Series 66 licenses and six years of industry experience. She has been with Raymond James since 2017 and has provided accounting consulting services to individuals and businesses. Outside of her advisory role, she is a partner at Erskine Stone, a support company based in Effingham, IL. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs for municipal finance and SIMPLE IRA employer consulting.
Kyra S
Series 66
Effingham, IL
Wells Fargo Advisors
Kyra Swearingen is a financial advisor at Wells Fargo Advisors with five years of experience. She holds a Series 66 designation and has been operating Swearingen Enterprises, LLC since 2015. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and uses proprietary research and planning tools to develop tailored recommendations for its clients.
Dwight E
Series 63, Series 65
Effingham, IL
Raymond James Financial
Dwight Erskine II is a financial advisor at Raymond James Financial with 50 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James Financial since 2009, having worked with its affiliated entities since 1989. Outside his advisory role, he is also licensed as an Illinois insurance broker and is involved in a partnership named Erskine Stone & James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and it supports municipal and public finance work through an affiliated municipal advisor.
Trent N
CFP®, Series 66
Effingham, IL
Edward Jones
Trent Nuxoll is a CFP®-credentialed financial advisor with Edward Jones in Effingham, IL, where he has worked since 2020. He has five years of industry experience and previously spent ten years with Mahomet-Seymour Community School District #3. Edward Jones is a full-service wealth management firm serving more than four million 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.
Timothy B
Series 66
Effingham, IL
Raymond James Financial
Timothy Bradley is a financial advisor at Raymond James Financial with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, and JPMorgan Chase Bank. Outside of his advisory role, he is involved in political activities as a member of the Grundy County Democratic Central Committee. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning using risk profiling and analytical modeling, and supports municipal and public finance through a unique affiliation with a municipal advisor.
Christopher C
Series 63, Series 65
Effingham, IL
Wells Fargo Advisors
Christopher Considine is a financial advisor with Wells Fargo Advisors in Effingham, IL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. He serves on advisory and recreation boards in Mattoon, IL, contributing to community events and youth programs. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and business-owner transition planning. Advisors utilize Wells Fargo research and tools to develop tailored recommendations, with clients choosing their implementation preferences through the firm's brokerage or advisory programs.
Gary S
CFP®, Series 63, Series 66
Effingham, IL
Wells Fargo Advisors
Gary Swearingen is a CFP® and financial advisor with Wells Fargo Advisors, based in Effingham, IL, with 28 years of industry experience. His prior work includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory work, he serves as a bass fishing coach at St. Anthony High School and competes in bass fishing tournaments. Wells Fargo Advisors provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions tailored to clients meeting a net-worth threshold. The firm integrates advisory services with other financial products and referral channels to deliver comprehensive financial guidance.
Nicole D
Series 66
Effingham, IL
Edward Jones
Nicole Deters is a financial advisor at Edward Jones in Effingham, IL, holding a Series 66 designation with two years of industry experience. Her prior work includes roles at Parker Hannifin, Anheuser Busch, and Miami University, as well as experience in the hospitality sector. She owns farm property in Montrose, IL, which is rented out and not actively farmed. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets through a large network of advisors and branch offices and offers both discretionary and non-discretionary strategies under a fiduciary standard.
Briana W
CFP®, Series 66
Effingham, IL
Wells Fargo Advisors
Briana Whitley is a CFP® with nine years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2020. Prior to this, she worked at Wells Fargo Clearing for four years and at Eastern Illinois University for three years. She holds a secretary role with the Mattoon Emerging Leaders organization. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and develops tailored recommendations using proprietary research and tools, serving clients who meet specific net-worth thresholds.
Renee S
Series 63, Series 66
Toledo, IL
LPL Financial
Renee Servis is a financial advisor with LPL Financial, holding Series 63 and Series 66 registrations and bringing 24 years of industry experience. She previously worked at Cetera Advisor Networks LLC and has been associated with First Neighbors Bank for over two decades, where she also operates a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by operational and research tools.
Matthew G
Series 66
Effingham, IL
Wells Fargo Advisors
Matthew Grahn is a financial advisor with Wells Fargo Advisors in Effingham, Illinois, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo Advisors since 2016 and previously held positions at UBS Financial Services and Merrill. Outside of his advisory role, he co-owns Grahn Farms, a family partnership involved in timber and farmland. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.
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Finding advisors...
29 advisors near
62468
within the area shown on the map
Out of 400,000+ nationwide