Top financial advisors in Lincoln, 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 Lincoln, IL when you're planning for retirement income without state tax, or managing high property taxes that affect your overall budget. A common mistake is overlooking how local tax nuances impact your long-term financial plan.
- Retirement income focus. Confirm how they plan for your income streams knowing Illinois doesn't tax retirement income, but property taxes can be a significant expense.
- Property tax impact. Ask how they incorporate high local property taxes into your cash flow and investment strategies.
- Experience with local regulations. Ensure they understand Illinois-specific tax rules and how these affect your financial decisions.
- Holistic cash flow planning. Look for advisors who consider all expenses, including property taxes, to avoid surprises in your retirement budget.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jed O
Series 66
Minier, IL
Cetera
Jed Otto's 11 years of experience and Series 66 designation equip him to address retirement income planning in Illinois, considering the state's tax advantages and high property taxes. Operating through Cetera, a large firm offering flat-fee and AUM-based pricing, he serves diverse clients including high earners approaching retirement, providing tailored wealth management and tax-loss harvesting strategies.
Experience: 12 years
Avg account: $306,089
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Bradley N
CFP®, Series 63, Series 65
Lincoln, IL
LPL Financial
Bradley Neal's 40 years of experience and CFP® certification equip him to address retirement income planning in Lincoln, IL, considering local tax nuances like Illinois' lack of state tax on retirement income and high property taxes. Affiliated with LPL Financial, a large firm offering diverse advisory programs, he provides flat-fee and hourly financial planning services, distinguishing him with flexible fee options and extensive industry knowledge.
Experience: 40 years
Avg account: $399,489
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Melodee C
Series 66
Lincoln, IL
Edward Jones
Melodee Campbell offers wealth management services in Lincoln, IL, with 12 years of experience and a Series 66 designation, making her well-equipped to address retirement income planning and local tax considerations. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, she provides both discretionary and non-discretionary advisory programs with an annual fee up to 1.35%, suitable for clients seeking comprehensive wealth strategies.
Experience: 12 years
Avg account: $246,728
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Andrew F
Series 65
Lincoln, IL
Pacesetter Financial Group, L.L.C.
Andrew Fitzpatrick in Lincoln, IL, offers retirement planning expertise with 16 years of experience and a Series 65 license, supported by his CPA background at a firm specializing in tax planning and business consulting. His firm manages $145 million using Modern Portfolio Theory and provides flat-fee and independent advisory services, distinguishing him with a comprehensive approach to wealth management and retirement plans for business owners.
Experience: 16 years
Avg account: $418,274
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Kathryn S
CFP®, Series 63, Series 66
Lincoln, IL
Private Advisor Group, LLC
Kathryn Schneider's 27 years of experience and CFP® certification equip her to address retirement income planning in Lincoln, IL, considering Illinois' tax environment and high property taxes. Affiliated with Private Advisor Group, a large SEC-registered firm managing over $41 billion, she offers flat-fee options and serves diverse clients including trusts and retirement plans, distinguishing her with broad resources and flexible fee structures.
Experience: 27 years
Avg account: $303,047
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