Top financial advisors in Moline, 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 Moline, IL when you're planning for retirement or managing investments and want to understand how local tax rules affect your income. A common mistake is overlooking property taxes, which can be high here, even though retirement income itself isn't taxed.
- Local tax insight. Confirm how they factor in Illinois' lack of retirement income tax but consider property tax impacts on your overall plan.
- Experience level. Ask about their years working with clients in Moline to ensure familiarity with regional financial nuances.
- Investment approach. Look for advisors who explain how they balance growth and risk tailored to your retirement timeline.
- Fee structure clarity. Understand whether they charge flat fees or commissions to see how costs align with your financial goals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Jeffery G
ChFC®, Series 63
Moline, IL
OSAIC
Jeffery Gunderson's 41 years of experience and ChFC® designation equip him to navigate Moline's unique tax environment, especially regarding annuities and retirement planning. Operating within OSAIC, a large SEC-registered firm, he offers flat-fee structures and serves diverse clients, distinguishing him from others by combining seasoned expertise with flexible fee options and broad service capabilities.
Experience: 41 years
Avg account: $398,336
-
David C
Series 66
Moline, IL
LPL Financial
David Carlson offers wealth management and retirement plan expertise in Moline, IL, with a focus on business owners and tax-loss harvesting strategies. Operating within LPL Financial, a large firm, he provides flat-fee financial planning and consulting, which may appeal to clients seeking transparent costs and access to extensive research resources compared to smaller firms.
Experience: 1 year
Avg account: $399,489
-
Ronald D
Series 63, Series 66
Moline, IL
Thrivent Investment Management
Ronald Dodd's 32 years of experience and Series 63 and 66 designations equip him to navigate Moline's unique tax environment, including property tax considerations for retirement planning. Affiliated with Thrivent Investment Management, a large firm offering Dedicated Planning Services and consolidated billing through WealthPlan, he provides both one-time and ongoing planning, distinguishing him from advisors with smaller practices or less integrated service options.
Experience: 32 years
Avg account: $162,801
-
Mark R
Series 63, Series 66
Moline, IL
Cambridge Investment Research Advisors
Mark Robbins offers 20 years of experience in retirement income strategy and plans for business owners, making him well-suited for clients in Moline, IL navigating local tax considerations. Affiliated with Cambridge Investment Research Advisors, a large firm, he provides flat-fee financial planning options and serves a diverse client base including executives and retirees, distinguishing him from advisors with smaller practices or commission-based fees.
Experience: 20 years
Avg account: $378,281
-
Tyler R
CFP®, Series 66
Moline, IL
Edward Jones
Tyler Richards offers retirement income strategy expertise in Moline, IL, with 10 years of experience and CFP® certification, ensuring familiarity with local tax considerations like property taxes. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he provides a comprehensive approach with an annual program fee up to 1.35%, suitable for clients seeking structured retirement planning within a well-established network.
Experience: 10 years
Avg account: $246,728
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Moline, IL
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")