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18 advisors near
62881
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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.
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.
Lea A
Series 66
Salem, IL
Benjamin F. Edwards & Company, Inc.
Lea Ashby is a financial advisor at Benjamin F. Edwards & Company, Inc. with 22 years of industry experience. She holds the Series 66 designation and has worked at Benjamin F. Edwards since 2018, following 16 years at Raymond James Financial Services, Inc. Ashby is involved with the USDA CRP Tree Program in Salem, Illinois. 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 fee-based wrap programs, financial planning, and investment management with a range of managed strategies and operates both internal trading desks and external custodial arrangements.
Rebecca T
Series 63, Series 65
Salem, IL
Benjamin F. Edwards & Company, Inc.
Rebecca Timmerman is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds Series 63 and Series 65 licenses and has 44 years of industry experience. Her prior work includes nearly two decades at Raymond James Financial and Raymond James Financial Services, Inc. Outside of advising, she is involved in real estate development through a partnership in Coventry Crossing LLC. 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 consulting services through discretionary and non-discretionary wrap programs that incorporate proprietary and third-party managed strategies.
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.
Nicholas H
Series 65, Series 63
Salem, IL
Benjamin F. Edwards & Company, Inc.
Nicholas Harris is a financial advisor at Benjamin F. Edwards & Company, Inc. with eight years of industry experience. He holds the Series 65 and Series 63 credentials. Prior to joining Benjamin F. Edwards & Co. in 2018, Harris worked at Raymond James Financial Services in various roles from 2016 to 2018. Benjamin F. Edwards & Company is an SEC-registered adviser and broker-dealer serving a diverse client base, including individuals, institutions, and charitable organizations. The firm offers a range of fee-based wrap programs, financial planning, retirement consulting, and investment management services, utilizing both in-house and third-party managers.
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.
Darren D
CFP®, Series 66
Salem, IL
Edward Jones
Darren Dwyer is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He holds the Series 66 credential and is based in Salem, IL. Edward Jones is a full-service wealth management firm advising over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
William D
Series 63, Series 66
Salem, IL
Edward Jones
William Dwyer is a financial advisor at Edward Jones with 43 years of industry experience. He has been with Edward Jones since 1982 and holds Series 63 and Series 66 credentials. Outside of his advisory role, he is an investor in a health-related company, Propel Health. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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.
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.
Kyla M
Series 66
Salem, IL
Edward Jones
Kyla Motch is a financial advisor at Edward Jones with a Series 66 designation and one year of experience in the industry. Prior to joining Edward Jones, she worked in education for over a decade at various schools in Illinois. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, operating under a fiduciary standard.
Daniel K
Series 63, Series 66
Centralia, IL
LPL Enterprise
Daniel Kalvaitis is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Wells Fargo Advisors, Fidelity Investments, and TD Ameritrade, as well as periods of self-employment. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, utilizing model-driven investment implementation and offering financial planning, access to third-party asset managers, and trustee services through affiliated entities.
Douglas M
Series 63, Series 66
Salem, IL
LPL Financial
Douglas Malan is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at National Planning Corporation for 10 years before joining LPL Financial in 2017. Malan also operates Malan Financial Group, where he sells fixed insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, leveraging both proprietary and third-party strategies across discretionary and non-discretionary platforms.
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.
Shawn G
Series 63, Series 65
Salem, IL
Edward Jones
Shawn Garrett is a financial advisor with Edward Jones in Salem, IL, holding Series 63 and Series 65 credentials and 16 years of industry experience. He previously worked at Serve & Protect Financial of Kinmundy Inc and National Planning Corporation. Outside of his advisory role, he owns and operates Garrett Farm and Kennel, a dog breeding business, and is involved in managing agricultural land and equipment leasing. 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 and investment solutions, operating under a fiduciary standard.
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Finding advisors...
18 advisors near
62881
within the area shown on the map
Out of 400,000+ nationwide