Top financial advisors in Canton, IL
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a financial advisor in Canton, IL when you're planning for retirement or managing significant assets and want to understand how local tax rules affect your income. A common mistake is overlooking the impact of property taxes, which can be high in Illinois, even though retirement income itself isn't taxed.
- Local tax insight. Confirm how they factor in property taxes when planning your cash flow and expenses.
- Experience level. Ask about their years working with clients in Illinois to ensure familiarity with state-specific financial nuances.
- Fee structure clarity. Understand whether they charge flat fees or other arrangements, and how that aligns with your financial goals.
- Firm size impact. Inquire how working with advisors from large firms versus independent ones might affect your service and advice.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Christopher P
Series 63, Series 65
Canton, IL
Thrivent Investment Management
Christopher Piper offers financial advice in Canton, IL, with a focus on business ownership considerations, supported by his Series 63 and 65 registrations and two years of industry experience. Working with Thrivent Investment Management, a large firm providing dedicated planning and managed-account services, he combines goal-based holistic analyses with firm resources, distinguishing him from advisors at smaller firms or with different specialties.
Experience: 3 years
Avg account: $162,801
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Sarah K
Series 66
Canton, IL
LPL Financial
Sarah Keefer's 16 years of experience and Series 66 license equip her to address retirement planning and wealth management needs in Canton, IL, with attention to local tax considerations like property taxes. Affiliated with LPL Financial, a large firm, she offers flat-fee financial planning and serves diverse clients including business owners and retirees, providing access to extensive investment resources and research support.
Experience: 16 years
Avg account: $399,489
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Tyler L
Series 66
Canton, IL
Edward Jones
Tyler Ludlum's eight years of experience at Edward Jones equip him to address wealth management and tax-loss harvesting needs in Canton, IL, with attention to local tax implications like property taxes. His role at a large firm offering up to 1.35% annual program fees and focus on multi-generational wealth transfer distinguishes him from advisors at smaller firms or with different fee structures.
Experience: 8 years
Avg account: $246,728
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Terry A
Series 63, Series 65
Cuba, IL
Equitable Advisors
Terry Anderson's 54 years of experience and focus on retirement income strategy and Social Security optimization make him well-suited for clients planning retirement in Illinois, where local tax nuances like property taxes are important. As a seasoned advisor at the large firm Equitable Advisors, he serves high-net-worth Baby Boomers and offers a fee structure ranging from 0.20% to 2.50% AUM fees and hourly planning fees, providing flexible options compared to smaller firms.
Experience: 54 years
Avg account: $570,841
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Dwight P
CFP®, Series 63, Series 65
Canton, IL
LaSalle St. Investment Advisors, L.L.C.
Dwight Pigg Jr. offers extensive experience with 27 years in the industry and holds CFP® certification, making him well-equipped to navigate Illinois-specific tax considerations for retirement planning. His independent, flat-fee approach at LaSalle St. Investment Advisors, combined with expertise in active portfolio management and options strategies, distinguishes him from others by providing tailored, fee-transparent services to executives and business owners in Canton, IL.
Experience: 27 years
Avg account: $378,978
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