Top concentrated stock management financial advisors in Clinton, IA

Brad Stuart is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He previously worked at Ausdal Financial Partners, Cambridge Investment Research Advisors, and The Huntington Investment Company. Outside of advising, Stuart serves on the board of the River Bend Educational Foundation and is an independent insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by extensive operational tools and a network of over 22,800 advisors.

Michael Steigerwald is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at JP Morgan Chase Bank and NelsonCorp Wealth Management. Outside of advising, he is involved as an owner of Steigerwald Properties, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions through independent Financial Professionals, employing both proprietary and third-party strategies across multiple custody platforms.

Michel Stephenitch is a financial advisor with Stratos Wealth Partners, Ltd and holds a Series 66 designation. He has one year of industry experience, including prior work at LPL Financial and multiple roles at Custom-Pak. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a broad range of services such as financial planning, advisor-managed programs, and outsourced CIO solutions. Stratos employs an open-architecture investment model, integrating multiple third-party platforms and managers to deliver customized and actively managed portfolios.

Kimberly Stoll is a CFP® professional with 38 years of industry experience. She is currently affiliated with United Planners Financial Services of America as a Limited Partner and has held positions with several firms, including Securities America, Inc. and WealthPLAN Partners, LLC. In addition to financial advising, she is a licensed non-variable insurance agent and has provided tax preparation services through her own firm, Independent Investment Services, Inc. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base with advisory and brokerage services. The firm is notable for its limited-partnership ownership structure and the predominance of non-discretionary assets under management.

Christie Akins is a financial advisor at Edward Jones with nine years of industry experience. She holds the CFP® and Series 66 credentials. Prior to joining Edward Jones in 2017, she worked at LeClaire Manufacturing Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies and is notable for its large network of financial advisors and affiliated capabilities beyond advisory services.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.

Stephen Harris is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments in 2023, he worked for Fiba Basketball and East Stroudsburg University. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and provides sub-advisory and retirement plan services.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Barbara Brewer is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ Advisory Risk Profiles through a mix of in-house and third-party providers.

Chad Clay is the sole advisor at Glass City Capital Management, LLC in Maumee, OH, holding a Series 65 credential with seven years of industry experience. Before founding his firm in 2018, he worked as an investor and previously served for eleven years with the City of Springfield, Illinois Fire Department. His background includes experience as a firefighter and EMT. Glass City Capital Management is an independent, fee-only firm providing discretionary investment management focused on long-term capital appreciation for individuals and various entities. The firm emphasizes a concentrated, actively managed equity strategy built around a core “best ideas” approach, typically holding five to forty individual securities with a preference for large-cap companies.