Top financial advisors in Galesburg, 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 Galesburg, 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 the advisor accounts for Illinois property taxes in your overall financial plan.
- Retirement income planning. Ask how they optimize your income streams knowing your retirement earnings won't be taxed by the state.
- Experience level. Look for advisors who have navigated Illinois-specific financial landscapes over many years.
- Fee structure clarity. Understand whether their fees are flat or based on assets, and how that aligns with your financial goals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Lance A
CFP®, Series 66
Galesburg, IL
LPL Financial
Lance Aten's 23 years of experience and CFP® certification equip him to address retirement income planning and local tax considerations in Galesburg, IL, including Illinois property taxes. Affiliated with LPL Financial, a large firm offering diverse investment solutions, he provides flat-fee financial planning and serves a broad client base, distinguishing him from advisors with narrower specialties or different fee structures.
Experience: 24 years
Avg account: $399,489
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David C
CFP®, Series 63, Series 65
Galesburg, IL
Ameriprise
David Crose offers retirement income planning expertise in Galesburg, IL, with a focus on Social Security optimization and withdrawal strategies, supported by 34 years of industry experience. Working at Ameriprise, a large firm with a 0.15% AUM fee, he provides research-driven, customized advice suitable for clients with significant investable assets, distinguishing him from advisors at smaller firms or with less specialized retirement focus.
Experience: 34 years
Avg account: $471,167
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Laun D
Series 66
Galesburg, IL
Thrivent Investment Management
Laun Dunn in Galesburg, IL, may assist with retirement and asset management by leveraging Thrivent Investment Management's holistic, goal-based planning approach, which includes dedicated services for individuals and businesses. With a Series 66 designation and experience at a large firm, he brings a community-focused perspective, serving on a local board, which may offer valuable insight into regional financial considerations.
Experience: 1 year
Avg account: $162,801
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James C
Series 66
Galesburg, IL
Cetera
James Christopher in Galesburg, IL, offers expertise in wealth management and retirement plans for business owners, with seven years of experience and a Series 66 license. Operating within Cetera, a large firm, he provides flexible fee options including flat fees and hourly consulting, which may suit clients seeking clarity and tailored financial planning amid Illinois' tax considerations.
Experience: 8 years
Avg account: $306,089
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Mark M
Series 63, Series 65, Series 66
Galesburg, IL
Raymond James Financial
Mark Mangieri offers extensive expertise in retirement and business succession planning, backed by 32 years of experience and credentials including Series 63, 65, and 66. Operating within Raymond James Financial, a large firm known for flat-fee structures and comprehensive research support, he serves a diverse client base including high-net-worth individuals, distinguishing him from advisors with narrower focuses or smaller practices.
Experience: 32 years
Avg account: $700,796
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