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4 advisors near
62565
within the area shown on the map
Out of 400,000+ nationwide
Jordan C
Series 66
Shelbyville, IL
IPI Wealth Management, Inc.
Jordan Colbrook is a financial advisor at IPI Wealth Management, Inc. with one year of industry experience. He holds a Series 66 designation and previously served five years in the United States Marine Corps. His work background includes roles at Investment-Planners Inc and Illinois State University. IPI Wealth Management serves a diverse client base, including individual investors, charitable and corporate clients, and retirement plans, offering portfolio management, financial planning, and access to third-party manager programs. The firm employs an open-architecture investment platform with proprietary risk-based model suites and uses an outsourced-agent operational model for trade execution and portfolio management.
Tad M
CFP®, Series 63, Series 66
Shelbyville, IL
Edward Jones
Tad Mayhall is a CFP® professional with 23 years of industry experience, serving at Edward Jones since 2002. He holds Series 63 and Series 66 licenses and is based in Shelbyville, IL. Outside of his advisory role, he serves as a board member and chairman for the Shelby County Board and is a munitions specialist in the Kansas Air National Guard. Edward Jones is a full-service wealth management firm that serves over four million clients, including individuals and institutions. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Jamie S
CFP®, Series 66
Sullivan, IL
Edward Jones
Jamie Shoot is a Certified Financial Planner™ (CFP®) with 11 years of industry experience. He has been with Edward Jones since 2014. 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.
Andrew A
Series 63, Series 66
Shelbyville, IL
LPL Financial
Andrew Alepra is a financial advisor at LPL Financial with 30 years of industry experience. He has been with LPL Financial and its predecessor firm since 2004. Outside of his advisory role, he is associated with an investment-related real estate activity as Vice President of Lithia Resort/Wolf Creek in Shelbyville, Illinois, where his wife manages short-term rental properties. 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 discretionary and non-discretionary management, model portfolios, and retirement plan consulting.
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Finding advisors...
4 advisors near
62565
within the area shown on the map
Out of 400,000+ nationwide