Top business ownership considerations financial advisors in Monroe, LA

Darren Oglesby is a financial advisor with Money Concepts Capital Corp in Monroe, LA, holding a Series 63 designation and over 31 years of industry experience. He has been with Money Concepts Capital Corp since 1995 and is also associated with Huggins, Oglesky And Associates. Outside of his advisory role, he owns and operates several non-investment businesses, including trampoline park holding companies and aviation-related ventures. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and portfolio strategies, combining fundamental and technical analysis with modern portfolio theory to manage approximately $3.33 billion across 14,700 clients.

Gary Graham is a financial advisor at Graham, Bordelon, Golson & Gilbert, Inc. with 40 years of industry experience. He holds the ChFC® designation and Series 63 license. In addition to his advisory role, he maintains a law practice where he represents clients in legal matters. Graham, Bordelon, Golson & Gilbert, Inc. provides investment supervisory management, financial planning, and business consulting primarily to high-net-worth individuals, trusts, estates, retirement accounts, corporations, pension and profit-sharing plans, and charitable organizations. The firm uses a risk-tolerance based asset-allocation process incorporating fundamental and cyclical analysis, offering discretionary and non-discretionary portfolio management with wrap-fee and non-wrap program options.

Lorenzo Treadway is a financial advisor at Pelican Wealth Management with 14 years of industry experience. He holds the Series 66 designation and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. Since 2017, he has been with Pelican Wealth Management and also leads the affiliated tax-preparation entity, Pelican Wealth Tax Advisors. Pelican Wealth Management provides discretionary investment management and selects third-party money managers for individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a mix of fundamental analysis, Modern Portfolio Theory, cyclical analysis, and passive strategies to develop individualized investment policies and uses third-party platforms for operational support.

Ivan Hendricks is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. His prior experience includes roles at Bank of America, Merrill, and Edward Jones. Outside of his advisory work, he operates Candor Wealth Partners, LLC, a business entity established for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset managers, and employs technology tools to support advisors while overseeing over $819 billion in discretionary assets.

Michael Barras is a financial advisor with Edward Jones in Monroe, LA, holding a Series 66 designation and having 10 years of industry experience. He has been with Edward Jones since 2015. Outside of advising, he is the owner of an agricultural joint venture in Rayville, LA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Jeremy Roets is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 66 designations. He has 12 years of industry experience, including over a decade with Thrivent Investment Management and fifteen years with Thrivent Financial for Lutherans. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial topics. The firm focuses on holistic, goal-based analyses and allows clients to integrate planning with managed-account programs, while maintaining separate services and avoiding discretionary trading authority for planning engagements.

Austin Norris is a financial advisor with Edward Jones in Oskaloosa, IA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, Norris has ownership interests in real estate and construction businesses, including a real-estate office building, farmland, and involvement in a construction project. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of advisory programs, including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Erkki Peippo is a financial advisor with Concorde Asset Management, LLC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Sagepoint Financial Inc. for 14 years and operates Erkki M. Peippo, CPA, PC, providing accounting and insurance services. Outside of advising, he owns and manages Peippo Farms, a farming operation in Gladstone, MI. Concorde Asset Management serves individual, corporate, and retirement-plan clients with discretionary and non-discretionary portfolio management and tailored financial planning. The firm uses model portfolios and third-party strategists, including its Concorde UMA program on Envestnet, to build individualized portfolios and offers ERISA retirement-plan advisory services.

Daniel Memo is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 1998 and began his career with Smith Barney. Daniel focuses on serving high net worth individuals and business retirement planning. He holds FINRA Series 7, 66, 3, and 31 registrations. Daniel earned a Bachelor of Science degree in Business Administration from John Carroll University. He also holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His areas of expertise include college education planning, corporate benefits, equity compensation services, retirement income, and small business strategies. Daniel is active in the Poland community where he resides with his wife, Erin, and their four sons. He participates in organizations such as the Poland Community Baseball Association, Poland Flag Football, and St. Vincent De Paul. He has served as a board member of the Rich Center for Autism and is affiliated with Magic of Michael. Outside of work, Daniel enjoys baseball, basketball, football, golfing, swimming, table tennis, traveling, and spending time with his family.

Julie Mcdaniel is a CFP® and Series 66 credentialed financial advisor with 17 years of industry experience. She has been with Impactfolio LLC since 2019 and previously worked at Sharkey, Howes & Javer Inc for six years. Based in Denver, CO, she is part of a three-advisor team at Impactfolio. Impactfolio LLC is a SEC-registered adviser serving individual and high-net-worth clients, trusts, and other entities, managing approximately $289 million across about 126 relationships. The firm employs a strategic asset-allocation model that integrates ESG factors with traditional financial analysis and offers discretionary investment management alongside comprehensive financial planning services.