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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® credentialed advisor at Brücke Financial, Inc. with 43 years of industry experience. He previously worked at PRUCO Securities, LLC and The Prudential Insurance Company of America for nearly four decades before joining Brücke Financial in 2018. Brücke Financial serves individual and high-net-worth clients as well as corporations and employee benefit plans, providing portfolio management, financial planning, and pension consulting. The firm employs fundamental analysis and modern portfolio theory, incorporates options and derivative strategies, and frequently allocates assets to third-party subadvisers, including AI-driven and alternative managers.
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 at Fifth Third Securities, Inc. with one year of industry experience. She holds the Series 66 designation and previously worked at First Mid Bank and Trust and Northwestern Mutual. Outside of her advisory role, she works as a bartender at A1 Liquors in Effingham, Illinois. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs through its Passageway platform, combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves.
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 the Series 66 designation with 16 years of industry experience. He has been with Wells Fargo Advisors since 2020 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his financial advisory role, he has ownership interests in several investment-related and entrepreneurial ventures in Charleston and Effingham, Illinois. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial products and referral channels.
Amanda G
CFP®, Series 66
Effingham, IL
Wells Fargo Advisors
Amanda Gatewood is a CFP®-credentialed financial advisor with Wells Fargo Advisors, based in Effingham, IL, and has nine years of industry experience. She has worked with Wells Fargo Clearing and Wells Fargo Advisors since 2015. Gatewood holds a partial ownership interest in SC3F Wealth Management Group LLC and SC3FI Ventures, among other business activities. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutions, using Wells Fargo research and planning tools to develop tailored recommendations. The firm serves clients who meet a net-worth threshold and provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis.
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 Series 66 licensed financial advisor with 26 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at Stifel Nicolaus & Co Inc and Cornerstone Wealth Management, LLC. Outside of his advisory role, he serves as a city commissioner for Mattoon, Illinois, and is involved in high school and college basketball officiating. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.
Micah M
Series 66
Effingham, IL
Wells Fargo Advisors
Micah McWhorter is a financial advisor at Wells Fargo Advisors with a Series 66 designation and four years of industry experience. His prior roles include positions at CliftonLarsonAllen, Kemper CPA Group, and Teutopolis State Bank. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with an emphasis on discrete planning engagements across various specialized areas.
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 financial advisor at Edward Jones in Effingham, IL, holding CFP® and Series 66 credentials with 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a network of approximately 23,701 financial advisors nationwide.
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. He has been with Wells Fargo Advisors and its affiliated entities since 2009. Outside of his advisory work, he serves on the advisory board for Mattoon Tourism and is a member of the Mattoon Recreation Board. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu, including specialized services such as business-owner transition and sports & entertainment planning, supported by proprietary research and planning tools.
Gary S
CFP®, Series 63, Series 66
Effingham, IL
Wells Fargo Advisors
Gary Swearingen is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2020. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he coaches bass fishing at St. Anthony High School in Effingham, Illinois. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning solutions including retirement, education, and specialized services such as business-owner transition and special-needs analysis. Advisors use firm research and planning tools to develop tailored recommendations, with implementation options available through brokerage or advisory programs.
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 one year of industry experience. Prior to joining Edward Jones, she held positions at Parker Hannifin, Anheuser Busch, and worked in hospitality and education. She is also the owner of a farm property in Montrose, IL, which she rents out without active farming involvement. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.
Briana W
CFP®, Series 66
Effingham, IL
Wells Fargo Advisors
Briana Whitley is a CFP® certified financial advisor with eight years of industry experience, currently with Wells Fargo Advisors since 2020. Prior to this, she held roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC, and worked at Eastern Illinois University. She serves as secretary for Mattoon Emerging Leaders, a community organization focused on planning and networking events. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad range of planning solutions that include cash-flow, retirement, education, and niche areas such as business-owner transition and special-needs planning. Advisors develop tailored recommendations using firm research and planning tools, with client implementation options through brokerage or advisory programs.
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 licenses and bringing 24 years of experience in the industry. She has worked at LPL Financial since 2018 and previously spent five years at Cetera Advisor Networks LLC. In addition to her advisory role, Renee is involved with First Neighbor Tax & Accounting, a tax preparation and accounting business she has been associated with since 2001. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various financial planning and advisory programs, combining discretionary and non-discretionary management supported by research and model portfolios.
Matthew G
Series 66
Effingham, IL
Wells Fargo Advisors
Matthew Grahn is a financial advisor with Wells Fargo Advisors in Effingham, IL, holding a Series 66 designation and 18 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2011. Outside of advising, he has a minority ownership interest in a family timber and farmland partnership. 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 solutions that include specialized services such as business-owner transition and special-needs planning. The firm combines advisory services with other financial products and referral channels to serve its clients.
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Finding advisors...
29 advisors near
62468
within the area shown on the map
Out of 400,000+ nationwide